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

Studio 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	$1.12M	Buy	9,924 +728	+8%	+$74.2K	0.19%	81
2026 Q1	$887K	Buy	9,196 +198	+2%	+$20.7K	0.16%	85
2025 Q4	$880K	Buy	8,998 +1,132	+14%	+$117K	0.16%	84
2025 Q3	$854K	Buy	7,866 +1,575	+25%	+$171K	0.16%	89
2025 Q2	$618K	Buy	6,291 +3,938	+167%	+$433K	0.12%	110
2025 Q1	$279K	Buy	2,353 +1,997	+561%	+$216K	0.06%	153
2024 Q4	$39.2K	Buy	356 +44	+14%	+$5.06K	0.01%	202
2024 Q3	$37.8K	Buy	312 +77	+33%	+$9.07K	0.01%	201
2024 Q2	$25.6K	Buy	+235	New	+$26.6K	0.01%	201

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Studio Investment Management's SJM Position: Q2 2026 in Review

Studio Investment Management increased its J.M. Smucker (SJM) stake by 7.9% in Q2 2026, buying an estimated $74.2K and bringing the position to 9,924 shares worth $1.12M. The position accounts for 0.19% of the portfolio, ranked #81.

Studio Investment Management first reported a position in SJM in Q2 2024 and has held it in 9 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Studio Investment Management held 9,924 shares of J.M. Smucker worth $1.12M as of Q2 2026.
Studio Investment Management bought 728 J.M. Smucker shares in Q2 2026, an estimated $74.2K.
J.M. Smucker made up 0.19% of Studio Investment Management's portfolio in Q2 2026, its #81 holding.
Studio Investment Management first reported a position in J.M. Smucker in Q2 2024 and has held it in 9 quarters since.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Studio Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.