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Savant Capital’s J.M. Smucker SJM Stock Holding History

Savant Capital’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$720K Buy
6,824
+3,682
+117% +$375K ﹤0.01% 1030
2026
Q1 		$303K Buy
3,142
+60
+2% +$6.28K ﹤0.01% 1169
2025
Q4 		$301K Sell
3,082
-506
-14% -$52.3K ﹤0.01% 1048
2025
Q3 		$390K Buy
3,588
+769
+27% +$83.5K ﹤0.01% 902
2025
Q2 		$277K Buy
2,819
+1,064
+61% +$117K ﹤0.01% 983
2025
Q1 		$208K Sell
1,755
-317
-15% -$34.2K ﹤0.01% 992
2024
Q4 		$228K Sell
2,072
-61
-3% -$7.02K ﹤0.01% 1256
2024
Q3 		$258K Buy
+2,133
New +$251K ﹤0.01% 1157
2024
Q2 		– Sell
-1,976
Closed -$249K – 1332
2024
Q1 		$249K Buy
+1,976
New +$250K ﹤0.01% 960
2023
Q4 		– Sell
-1,871
Closed -$230K – 869
2023
Q3 		$230K Sell
1,871
-464
-20% -$65.9K ﹤0.01% 722
2023
Q2 		$345K Sell
2,335
-90
-4% -$13.7K 0.01% 609
2023
Q1 		$382K Sell
2,425
-316
-12% -$48K 0.01% 533
2022
Q4 		$431K Buy
2,741
+715
+35% +$107K 0.01% 386
2022
Q3 		$278K Buy
2,026
+105
+5% +$14.3K 0.01% 444
2022
Q2 		$246K Sell
1,921
-463
-19% -$61.7K 0.01% 474
2022
Q1 		$323K Buy
2,384
+153
+7% +$20.9K 0.01% 438
2021
Q4 		$303K Buy
2,231
+534
+31% +$68.1K 0.01% 451
2021
Q3 		$204K Buy
1,697
+88
+5% +$11.2K 0.01% 500
2021
Q2 		$208K Sell
1,609
-130
-7% -$17.3K 0.01% 472
2021
Q1 		$220K Buy
+1,739
New +$205K 0.01% 429

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Savant Capital's SJM Position: Q2 2026 in Review

Savant Capital increased its J.M. Smucker (SJM) stake by 117% in Q2 2026, buying an estimated $375K and bringing the position to 6,824 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #1030.

Savant Capital first reported a position in SJM in Q1 2021 and has held it in 20 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Savant Capital held 6,824 shares of J.M. Smucker worth $720K as of Q2 2026.
  • Savant Capital bought 3,682 J.M. Smucker shares in Q2 2026, an estimated $375K.
  • J.M. Smucker made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1030 holding.
  • Savant Capital first reported a position in J.M. Smucker in Q1 2021 and has held it in 20 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.