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Speece Thorson Capital Group’s J.M. Smucker SJM Stock Holding History

Speece Thorson Capital Group’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
Q1 		$11.5M Sell
119,610
-9,689
-7% -$1.01M 2.63% 23
2025
Q4 		$12.6M Sell
129,299
-34,949
-21% -$3.61M 2.74% 19
2025
Q3 		$17.8M Sell
164,248
-1,931
-1% -$210K 3.56% 8
2025
Q2 		$16.3M Buy
166,179
+27,092
+19% +$2.98M 3.32% 7
2025
Q1 		$16.5M Sell
139,087
-2,398
-2% -$259K 3.39% 5
2024
Q4 		$15.6M Buy
141,485
+27,883
+25% +$3.21M 3.07% 12
2024
Q3 		$13.8M Sell
113,602
-320
-0.3% -$37.7K 2.54% 19
2024
Q2 		$12.4M Buy
113,922
+21,438
+23% +$2.43M 2.54% 21
2024
Q1 		$11.6M Buy
92,484
+19,878
+27% +$2.52M 2.25% 29
2023
Q4 		$9.18M Buy
72,606
+499
+0.7% +$57.8K 1.88% 32
2023
Q3 		$8.86M Sell
72,107
-76
-0.1% -$10.8K 1.95% 29
2023
Q2 		$10.7M Sell
72,183
-15,735
-18% -$2.4M 2.18% 26
2023
Q1 		$13.8M Sell
87,918
-983
-1% -$149K 2.92% 14
2022
Q4 		$14.1M Hold
88,901
– – 3.02% 11
2022
Q3 		$12.2M Buy
88,901
+2,779
+3% +$379K 2.79% 14
2022
Q2 		$11M Sell
86,122
-15,058
-15% -$2.01M 2.6% 17
2022
Q1 		$13.7M Sell
101,180
-46,158
-31% -$6.29M 2.93% 11
2021
Q4 		$20M Buy
147,338
+503
+0.3% +$64.1K 3.82% 6
2021
Q3 		$17.6M Sell
146,835
-81
-0.1% -$10.3K 3.69% 8
2021
Q2 		$19M Sell
146,916
-15,694
-10% -$2.08M 3.98% 4
2021
Q1 		$20.6M Buy
162,610
+44,421
+38% +$5.24M 4.33% 2
2020
Q4 		$13.7M Sell
118,189
-1,866
-2% -$217K 3.25% 13
2020
Q3 		$13.9M Buy
120,055
+10,793
+10% +$1.2M 3.67% 9
2020
Q2 		$11.6M Sell
109,262
-1,312
-1% -$147K 3.33% 12
2020
Q1 		$12.3M Buy
110,574
+22,345
+25% +$2.39M 4.23% 3
2019
Q4 		$9.19M Sell
88,229
-680
-0.8% -$72K 2.38% 18
2019
Q3 		$9.78M Sell
88,909
-2,151
-2% -$240K 2.61% 17
2019
Q2 		$10.5M Sell
91,060
-21,932
-19% -$2.68M 2.79% 16
2019
Q1 		$13.2M Buy
112,992
+14,269
+14% +$1.49M 3.62% 6
2018
Q4 		$9.23M Sell
98,723
-10,592
-10% -$1.11M 2.77% 16
2018
Q3 		$11.2M Buy
109,315
+905
+0.8% +$98.8K 2.6% 15
2018
Q2 		$11.7M Sell
108,410
-50,366
-32% -$5.66M 2.46% 20
2018
Q1 		$19.7M Sell
158,776
-10,621
-6% -$1.33M 4.18% 4
2017
Q4 		$21M Sell
169,397
-1,176
-0.7% -$131K 4.18% 2
2017
Q3 		$17.9M Buy
170,573
+28,579
+20% +$3.26M 3.73% 7
2017
Q2 		$16.8M Buy
141,994
+44,835
+46% +$5.67M 3.5% 10
2017
Q1 		$12.7M Buy
97,159
+2,621
+3% +$356K 2.69% 18
2016
Q4 		$12.1M Buy
94,538
+19,385
+26% +$2.51M 2.71% 18
2016
Q3 		$10.2M Buy
75,153
+629
+0.8% +$92.3K 2.19% 21
2016
Q2 		$11.4M Sell
74,524
-13,902
-16% -$1.85M 2.46% 21
2016
Q1 		$11.5M Sell
88,426
-43,057
-33% -$5.43M 2.58% 21
2015
Q4 		$16.2M Buy
131,483
+778
+0.6% +$92.7K 3.95% 3
2015
Q3 		$14.9M Sell
130,705
-380
-0.3% -$42.4K 3.71% 8
2015
Q2 		$14.2M Sell
131,085
-28,525
-18% -$3.3M 3.42% 10
2015
Q1 		$18.5M Sell
159,610
-28,260
-15% -$3.1M 4.33% 3
2014
Q4 		$19M Buy
187,870
+18,357
+11% +$1.86M 4.62% 2
2014
Q3 		$16.8M Buy
169,513
+28,890
+21% +$2.96M 4.29% 3
2014
Q2 		$15M Buy
140,623
+19,380
+16% +$1.95M 3.81% 6
2014
Q1 		$11.8M Buy
121,243
+32,960
+37% +$3.2M 3.11% 10
2013
Q4 		$9.15M Sell
88,283
-1,327
-1% -$141K 2.43% 19
2013
Q3 		$9.41M Sell
89,610
-1,210
-1% -$131K 2.6% 17
2013
Q2 		$9.37M Buy
+90,820
New +$9.25M 2.73% 14

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Speece Thorson Capital Group's SJM Position: Q1 2026 in Review

Speece Thorson Capital Group reduced its J.M. Smucker (SJM) stake by 7.5% in Q1 2026, selling an estimated $1.01M and leaving 119,610 shares worth $11.5M. The position accounts for 2.63% of the portfolio, ranked #23.

Speece Thorson Capital Group first reported a position in SJM in Q2 2013 and has held it in 52 quarters since. The position peaked at $21M in Q4 2017. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Speece Thorson Capital Group held 119,610 shares of J.M. Smucker worth $11.5M as of Q1 2026.
  • Speece Thorson Capital Group sold 9,689 J.M. Smucker shares in Q1 2026, an estimated $1.01M.
  • J.M. Smucker made up 2.63% of Speece Thorson Capital Group's portfolio in Q1 2026, its #23 holding.
  • Speece Thorson Capital Group first reported a position in J.M. Smucker in Q2 2013 and has held it in 52 quarters since.
  • Speece Thorson Capital Group's J.M. Smucker position peaked at $21M in Q4 2017.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Speece Thorson Capital Group's 13F filing for Q1 2026, filed 29 Apr 2026.