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Smartleaf Asset Management’s J.M. Smucker SJM Stock Holding History

Smartleaf Asset Management’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 		$223K Hold
1,925
– – 0.01% 780
2026
Q1 		$183K Buy
1,925
+948
+97% +$99.3K 0.01% 821
2025
Q4 		$96.2K Sell
977
-505
-34% -$52.2K ﹤0.01% 1205
2025
Q3 		$159K Buy
1,482
+131
+10% +$14.2K 0.01% 827
2025
Q2 		$129K Buy
1,351
+80
+6% +$8.8K 0.01% 765
2025
Q1 		$148K Sell
1,271
-107
-8% -$11.6K 0.01% 674
2024
Q4 		$151K Sell
1,378
-222
-14% -$25.5K 0.02% 646
2024
Q3 		$194K Buy
1,600
+618
+63% +$72.8K 0.02% 502
2024
Q2 		$107K Buy
982
+342
+53% +$38.7K 0.02% 553
2024
Q1 		$80.5K Buy
640
+389
+155% +$49.3K 0.02% 573
2023
Q4 		$31.6K Buy
+251
New +$29.1K 0.01% 604

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

Smartleaf Asset Management's SJM Position: Q2 2026 in Review

Smartleaf Asset Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 1,925 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #780.

Smartleaf Asset Management first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Smartleaf Asset Management held 1,925 shares of J.M. Smucker worth $223K as of Q2 2026.
  • Smartleaf Asset Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up 0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #780 holding.
  • Smartleaf Asset Management first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.