Summit Trail Advisors’s J.M. Smucker SJM Stock Holding History

Summit Trail Advisors’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	$1.74M	Sell	15,451 -9,156	-37%	-$933K	0.02%	695
2026 Q1	$2.37M	Sell	24,607 -2,596	-10%	-$272K	0.03%	421
2025 Q4	$2.66M	Buy	27,203 +1,820	+7%	+$188K	0.05%	277
2025 Q3	$2.76M	Buy	25,383 +19,225	+312%	+$2.09M	0.04%	283
2025 Q2	$605K	Buy	+6,158	New	+$677K	0.01%	655
2024 Q4	–	Sell	-1,970	Closed	-$239K	–	702
2024 Q3	$239K	Buy	1,970 +94	+5%	+$11.1K	0.01%	621
2024 Q2	$205K	Buy	+1,876	New	+$212K	0.01%	594
2018 Q1	–	Sell	-495	Closed	-$63K	–	1454
2017 Q4	$63K	Buy	+495	New	+$55K	0.01%	761

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 40.89% 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

Summit Trail Advisors's SJM Position: Q2 2026 in Review

Summit Trail Advisors reduced its J.M. Smucker (SJM) stake by 37% in Q2 2026, selling an estimated $933K and leaving 15,451 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #695.

Summit Trail Advisors first reported a position in SJM in Q4 2017 and has held it in 8 quarters since. The position peaked at $2.76M in Q3 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Summit Trail Advisors held 15,451 shares of J.M. Smucker worth $1.74M as of Q2 2026.
Summit Trail Advisors sold 9,156 J.M. Smucker shares in Q2 2026, an estimated $933K.
J.M. Smucker made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #695 holding.
Summit Trail Advisors first reported a position in J.M. Smucker in Q4 2017 and has held it in 8 quarters since.
Summit Trail Advisors's J.M. Smucker position peaked at $2.76M in Q3 2025.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.