SF
SJM icon

Summit Financial’s J.M. Smucker SJM Stock Holding History

Summit Financial’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 		$355K Sell
3,158
-106
-3% -$10.8K ﹤0.01% 1244
2026
Q1 		$315K Buy
3,264
+14
+0.4% +$1.47K ﹤0.01% 1170
2025
Q4 		$318K Buy
3,250
+487
+18% +$50.3K ﹤0.01% 1061
2025
Q3 		$300K Sell
2,763
-74
-3% -$8.04K ﹤0.01% 1063
2025
Q2 		$279K Buy
2,837
+332
+13% +$36.5K 0.01% 701
2025
Q1 		$297K Sell
2,505
-284
-10% -$30.7K 0.01% 613
2024
Q4 		$307K Sell
2,789
-53
-2% -$6.1K 0.01% 532
2024
Q3 		$344K Sell
2,842
-248
-8% -$29.2K 0.01% 434
2024
Q2 		$337K Buy
+3,090
New +$350K 0.02% 395
2024
Q1 		– Sell
-1,625
Closed -$205K – 402
2023
Q4 		$205K Buy
+1,625
New +$188K 0.01% 340
2023
Q3 		– Sell
-1,524
Closed -$225K – 345
2023
Q2 		$225K Buy
+1,524
New +$232K 0.02% 301

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 40.89% 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

Summit Financial's SJM Position: Q2 2026 in Review

Summit Financial reduced its J.M. Smucker (SJM) stake by 3.2% in Q2 2026, selling an estimated $10.8K and leaving 3,158 shares worth $355K. The position accounts for ﹤0.01% of the portfolio, ranked #1244.

Summit Financial first reported a position in SJM in Q2 2023 and has held it in 11 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Summit Financial held 3,158 shares of J.M. Smucker worth $355K as of Q2 2026.
  • Summit Financial sold 106 J.M. Smucker shares in Q2 2026, an estimated $10.8K.
  • J.M. Smucker made up ﹤0.01% of Summit Financial's portfolio in Q2 2026, its #1244 holding.
  • Summit Financial first reported a position in J.M. Smucker in Q2 2023 and has held it in 11 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.