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STALEY CAPITAL ADVISERS’s J.M. Smucker SJM Stock Holding History

STALEY CAPITAL ADVISERS’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 		$84.7M Buy
752,658
+114,998
+18% +$11.7M 3.3% 7
2026
Q1 		$61.5M Buy
637,660
+93,808
+17% +$9.82M 2.6% 15
2025
Q4 		$53.2M Sell
543,852
-25,870
-5% -$2.67M 2.19% 14
2025
Q3 		$61.9M Sell
569,722
-68,965
-11% -$7.49M 2.54% 11
2025
Q2 		$62.7M Buy
638,687
+86,912
+16% +$9.56M 2.67% 10
2025
Q1 		$65.3M Buy
551,775
+44,450
+9% +$4.8M 2.96% 9
2024
Q4 		$55.9M Buy
507,325
+9,150
+2% +$1.05M 2.48% 13
2024
Q3 		$60.3M Sell
498,175
-950
-0.2% -$112K 2.7% 11
2024
Q2 		$54.4M Buy
+499,125
New +$56.5M 2.5% 13
2023
Q3 		– Sell
-1,378
Closed -$203K – 182
2023
Q2 		$203K Hold
1,378
– – 0.01% 170
2023
Q1 		$217K Hold
1,378
– – 0.01% 166
2022
Q4 		$218K Buy
+1,378
New +$205K 0.01% 153

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 40.91% 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

STALEY CAPITAL ADVISERS's SJM Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS increased its J.M. Smucker (SJM) stake by 18% in Q2 2026, buying an estimated $11.7M and bringing the position to 752,658 shares worth $84.7M. The position accounts for 3.3% of the portfolio, ranked #7.

STALEY CAPITAL ADVISERS first reported a position in SJM in Q4 2022 and has held it in 12 quarters since. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • STALEY CAPITAL ADVISERS held 752,658 shares of J.M. Smucker worth $84.7M as of Q2 2026.
  • STALEY CAPITAL ADVISERS bought 114,998 J.M. Smucker shares in Q2 2026, an estimated $11.7M.
  • J.M. Smucker made up 3.3% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #7 holding.
  • STALEY CAPITAL ADVISERS first reported a position in J.M. Smucker in Q4 2022 and has held it in 12 quarters since.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.