Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SCA
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
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
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Barclays
London, United Kingdom
$280B AUM
33.63%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close