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Stone House Investment Management’s J.M. Smucker SJM Stock Holding History

Stone House Investment 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 		$69.6K Sell
618
-150
-20% -$15.3K 0.01% 185
2026
Q1 		$74.1K Buy
768
+5
+0.7% +$524 0.01% 143
2025
Q4 		$74.6K Buy
763
+7
+0.9% +$724 0.01% 133
2025
Q3 		$82.1K Buy
756
+5
+0.7% +$543 0.01% 123
2025
Q2 		$73.8K Buy
751
+5
+0.7% +$550 0.01% 126
2025
Q1 		$88.3K Buy
+746
New +$80.6K 0.02% 101
2024
Q4 		– Sell
-718
Closed -$87K – 295
2024
Q3 		$87K Buy
718
+6
+0.8% +$707 0.02% 85
2024
Q2 		$77.6K Sell
712
-77
-10% -$8.71K 0.02% 93
2024
Q1 		$99.3K Buy
789
+4
+0.5% +$506 0.02% 83
2023
Q4 		$99.3K Sell
785
-17
-2% -$1.97K 0.03% 61
2023
Q3 		$98.6K Sell
802
-30
-4% -$4.26K 0.03% 59
2023
Q2 		$123K Buy
832
+3
+0.4% +$458 0.04% 52
2023
Q1 		$130K Buy
+829
New +$126K 0.04% 53
2019
Q2 		– Sell
-962
Closed -$112K – 168
2019
Q1 		$112K Buy
+962
New +$101K 0.06% 56

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 $3.38T AUM 44.17% 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

Stone House Investment Management's SJM Position: Q2 2026 in Review

Stone House Investment Management reduced its J.M. Smucker (SJM) stake by 20% in Q2 2026, selling an estimated $15.3K and leaving 618 shares worth $69.6K. The position accounts for 0.01% of the portfolio, ranked #185.

Stone House Investment Management first reported a position in SJM in Q1 2019 and has held it in 14 quarters since. The position peaked at $130K in Q1 2023. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Stone House Investment Management held 618 shares of J.M. Smucker worth $69.6K as of Q2 2026.
  • Stone House Investment Management sold 150 J.M. Smucker shares in Q2 2026, an estimated $15.3K.
  • J.M. Smucker made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #185 holding.
  • Stone House Investment Management first reported a position in J.M. Smucker in Q1 2019 and has held it in 14 quarters since.
  • Stone House Investment Management's J.M. Smucker position peaked at $130K in Q1 2023.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.