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Summit Securities Group’s J.M. Smucker SJM Stock Holding History

Summit Securities Group’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 		$66.7K Buy
593
+575
+3,194% +$58.6K 0.01% 520
2026
Q1 		$1.74K Sell
18
-140
-89% -$14.7K ﹤0.01% 958
2025
Q4 		$15.5K Sell
158
-25
-14% -$2.58K ﹤0.01% 845
2025
Q3 		$19.9K Buy
183
+111
+154% +$12.1K ﹤0.01% 765
2025
Q2 		$7.07K Buy
+72
New +$7.92K ﹤0.01% 936
2024
Q2 		– Sell
-20
Closed -$3K – 771
2024
Q1 		$3K Buy
20
+19
+1,900% +$2.41K ﹤0.01% 385
2023
Q4 		$0 Buy
+1
New +$116 ﹤0.01% 881
2023
Q3 		– Sell
-140
Closed -$21K – 971
2023
Q2 		$21K Sell
140
-71
-34% -$10.8K ﹤0.01% 626
2023
Q1 		$33K Buy
211
+104
+97% +$15.8K ﹤0.01% 523
2022
Q4 		$17K Buy
107
+106
+10,600% +$15.8K ﹤0.01% 934
2022
Q3 		$0 Sell
1
-226
-100% -$30.8K ﹤0.01% 1147
2022
Q2 		$29K Buy
227
+183
+416% +$24.4K ﹤0.01% 683
2022
Q1 		$6K Buy
+44
New +$6K ﹤0.01% 947
2018
Q3 		– Sell
-4,000
Closed -$430K – 254
2018
Q2 		$430K Buy
+4,000
New +$449K 0.06% 138
2014
Q3 		– Sell
-300
Closed -$32K – 790
2014
Q2 		$32K Buy
+300
New +$30.1K 0.01% 335

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 Securities Group's SJM Position: Q2 2026 in Review

Summit Securities Group increased its J.M. Smucker (SJM) stake by 3,194% in Q2 2026, buying an estimated $58.6K and bringing the position to 593 shares worth $66.7K. The position accounts for 0.01% of the portfolio, ranked #520.

Summit Securities Group first reported a position in SJM in Q2 2014 and has held it in 15 quarters since. The position peaked at $430K in Q2 2018. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Summit Securities Group held 593 shares of J.M. Smucker worth $66.7K as of Q2 2026.
  • Summit Securities Group bought 575 J.M. Smucker shares in Q2 2026, an estimated $58.6K.
  • J.M. Smucker made up 0.01% of Summit Securities Group's portfolio in Q2 2026, its #520 holding.
  • Summit Securities Group first reported a position in J.M. Smucker in Q2 2014 and has held it in 15 quarters since.
  • Summit Securities Group's J.M. Smucker position peaked at $430K in Q2 2018.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.