Sittner & Nelson’s J.M. Smucker SJM Stock Holding History

Sittner & Nelson’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	$2.14K	Hold	19	–	–	﹤0.01%	535
2026 Q1	$1.83K	Hold	19	–	–	﹤0.01%	521
2025 Q4	$2.08K	Sell	19 -86	-82%	-$8.89K	﹤0.01%	480
2025 Q3	$11.4K	Hold	105	–	–	﹤0.01%	365
2025 Q2	$10.3K	Hold	105	–	–	﹤0.01%	378
2025 Q1	$12.4K	Hold	105	–	–	0.01%	349
2024 Q4	$11.6K	Hold	105	–	–	0.01%	339
2024 Q3	$12.7K	Sell	105 -2	-2%	-$236	0.01%	328
2024 Q2	$11.7K	Hold	107	–	–	0.01%	336
2024 Q1	$13.5K	Hold	107	–	–	0.01%	321
2023 Q4	$13.5K	Hold	107	–	–	0.01%	322
2023 Q3	$13.2K	Hold	107	–	–	0.01%	319
2023 Q2	$15.8K	Hold	107	–	–	0.01%	309
2023 Q1	$16.8K	Hold	107	–	–	0.01%	311
2022 Q4	$17K	Sell	107 -3	-3%	-$447	0.01%	293
2022 Q3	$15K	Hold	110	–	–	0.01%	291
2022 Q2	$14K	Hold	110	–	–	0.01%	325
2022 Q1	$15K	Hold	110	–	–	0.01%	308
2021 Q4	$15K	Hold	110	–	–	0.01%	303
2021 Q3	$13K	Hold	110	–	–	0.01%	297
2021 Q2	$14K	Hold	110	–	–	0.01%	280
2021 Q1	$14K	Sell	110 -29	-21%	-$3.42K	0.01%	272
2020 Q4	$16K	Buy	+139	New	+$16.2K	0.01%	245

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 40.89% 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

Sittner & Nelson's SJM Position: Q2 2026 in Review

Sittner & Nelson held its J.M. Smucker (SJM) position steady in Q2 2026 at 19 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #535.

Sittner & Nelson first reported a position in SJM in Q4 2020 and has held it in 23 quarters since. The position peaked at $17K in Q4 2022. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Sittner & Nelson held 19 shares of J.M. Smucker worth $2.14K as of Q2 2026.
Sittner & Nelson left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up ﹤0.01% of Sittner & Nelson's portfolio in Q2 2026, its #535 holding.
Sittner & Nelson first reported a position in J.M. Smucker in Q4 2020 and has held it in 23 quarters since.
Sittner & Nelson's J.M. Smucker position peaked at $17K in Q4 2022.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.