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Shufro Rose & Co’s J.M. Smucker SJM Stock Holding History

Shufro Rose & Co’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 		$292K Buy
+2,595
New +$264K 0.02% 242
2024
Q2 		– Sell
-1,595
Closed -$201K – 320
2024
Q1 		$201K Sell
1,595
-1,650
-51% -$209K 0.02% 282
2023
Q4 		$399K Hold
3,245
– – 0.04% 186
2023
Q3 		$399K Hold
3,245
– – 0.04% 186
2023
Q2 		$479K Sell
3,245
-420
-11% -$64.1K 0.04% 170
2023
Q1 		$577K Hold
3,665
– – 0.05% 156
2022
Q4 		$581K Sell
3,665
-238
-6% -$35.5K 0.05% 157
2022
Q3 		$536K Buy
3,903
+38
+1% +$5.18K 0.05% 153
2022
Q2 		$495K Sell
3,865
-38
-1% -$5.07K 0.04% 169
2022
Q1 		$529K Sell
3,903
-69
-2% -$9.4K 0.04% 174
2021
Q4 		$539K Hold
3,972
– – 0.04% 175
2021
Q3 		$477K Buy
3,972
+1,095
+38% +$139K 0.04% 174
2021
Q2 		$373K Hold
2,877
– – 0.03% 201
2021
Q1 		$364K Hold
2,877
– – 0.03% 199
2020
Q4 		$333K Hold
2,877
– – 0.03% 202
2020
Q3 		$332K Hold
2,877
– – 0.03% 200
2020
Q2 		$304K Hold
2,877
– – 0.03% 206
2020
Q1 		$319K Sell
2,877
-3,498
-55% -$374K 0.04% 189
2019
Q4 		$664K Sell
6,375
-5,228
-45% -$553K 0.06% 145
2019
Q3 		$1.28M Hold
11,603
– – 0.13% 98
2019
Q2 		$1.34M Hold
11,603
– – 0.13% 97
2019
Q1 		$1.35M Buy
11,603
+33
+0.3% +$3.45K 0.14% 99
2018
Q4 		$1.08M Sell
11,570
-3,167
-21% -$331K 0.12% 108
2018
Q3 		$1.51M Buy
+14,737
New +$1.61M 0.14% 106

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 40.89% 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

Shufro Rose & Co's SJM Position: Q2 2026 in Review

Shufro Rose & Co opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,595 shares worth $292K. The stake represents 0.02% of the portfolio and ranks #242 among its holdings. This is a return to the name: Shufro Rose & Co previously reported a position in SJM as recently as Q1 2024.

Shufro Rose & Co first reported a position in SJM in Q3 2018 and has held it in 24 quarters since. The position peaked at $1.51M in Q3 2018. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Shufro Rose & Co held 2,595 shares of J.M. Smucker worth $292K as of Q2 2026.
  • J.M. Smucker was a new Shufro Rose & Co position in Q2 2026.
  • J.M. Smucker made up 0.02% of Shufro Rose & Co's portfolio in Q2 2026, its #242 holding.
  • Shufro Rose & Co first reported a position in J.M. Smucker in Q3 2018 and has held it in 24 quarters since.
  • Shufro Rose & Co's J.M. Smucker position peaked at $1.51M in Q3 2018.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.