Silver Lake Advisory’s J.M. Smucker SJM Stock Holding History

Silver Lake Advisory’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	$3.07M	Sell	27,258 -286	-1%	-$29.1K	1.1%	35
2026 Q1	$2.66M	Buy	27,544 +794	+3%	+$83.1K	1.05%	35
2025 Q4	$2.62M	Sell	26,750 -950	-3%	-$98.2K	1.01%	34
2025 Q3	$3.01M	Sell	27,700 -1,352	-5%	-$147K	1.2%	31
2025 Q2	$2.85M	Sell	29,052 -1,175	-4%	-$129K	1.22%	32
2025 Q1	$3.58M	Sell	30,227 -273	-0.9%	-$29.5K	1.56%	23
2024 Q4	$3.36M	Buy	30,500 +879	+3%	+$101K	1.48%	27
2024 Q3	$3.59M	Sell	29,621 -1,182	-4%	-$139K	1.47%	26
2024 Q2	$3.36M	Buy	30,803 +56	+0.2%	+$6.34K	1.51%	26
2024 Q1	$3.87M	Buy	30,747 +485	+2%	+$61.4K	1.72%	25
2023 Q4	$3.82M	Buy	30,262 +764	+3%	+$88.5K	2.14%	23
2023 Q3	$3.63M	Buy	29,498 +445	+2%	+$63.2K	2.24%	21
2023 Q2	$4.29M	Buy	29,053 +251	+0.9%	+$38.3K	2.29%	11
2023 Q1	$4.53M	Sell	28,802 -97	-0.3%	-$14.7K	2.52%	11
2022 Q4	$4.58M	Buy	28,899 +84	+0.3%	+$12.5K	2.79%	11
2022 Q3	$3.96M	Buy	28,815 +90	+0.3%	+$12.3K	2.32%	14
2022 Q2	$3.68M	Buy	28,725 +311	+1%	+$41.5K	2.01%	16
2022 Q1	$3.85M	Buy	28,414 +139	+0.5%	+$18.9K	1.83%	22
2021 Q4	$3.84M	Buy	28,275 +396	+1%	+$50.5K	1.78%	24
2021 Q3	$3.35M	Buy	27,879 +1,012	+4%	+$129K	1.65%	27
2021 Q2	$3.57M	Buy	26,867 +282	+1%	+$37.5K	1.71%	24
2021 Q1	$3.36M	Buy	+26,585	New	+$3.14M	1.71%	22

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Silver Lake Advisory's SJM Position: Q2 2026 in Review

Silver Lake Advisory reduced its J.M. Smucker (SJM) stake by 1% in Q2 2026, selling an estimated $29.1K and leaving 27,258 shares worth $3.07M. The position accounts for 1.1% of the portfolio, ranked #35.

Silver Lake Advisory first reported a position in SJM in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.58M in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Silver Lake Advisory held 27,258 shares of J.M. Smucker worth $3.07M as of Q2 2026.
Silver Lake Advisory sold 286 J.M. Smucker shares in Q2 2026, an estimated $29.1K.
J.M. Smucker made up 1.1% of Silver Lake Advisory's portfolio in Q2 2026, its #35 holding.
Silver Lake Advisory first reported a position in J.M. Smucker in Q1 2021 and has held it in 22 quarters since.
Silver Lake Advisory's J.M. Smucker position peaked at $4.58M in Q4 2022.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Silver Lake Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.