Summitry LLC’s J.M. Smucker SJM Stock Holding History

Summitry LLC’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	–	Sell	-2,568	Closed	-$248K	–	373
2026 Q1	$248K	Buy	+2,568	New	+$269K	0.01%	245

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

Summitry LLC's SJM Position: Q2 2026 in Review

Summitry LLC sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 2,568 shares — an estimated $248K sold.

Summitry LLC first reported a position in SJM in Q1 2026 and held it in 1 quarter. The position peaked at $248K in Q1 2026. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Summitry LLC reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Summitry LLC sold 2,568 J.M. Smucker shares in Q2 2026, an estimated $248K.
Summitry LLC first reported a position in J.M. Smucker in Q1 2026 and held it in 1 quarter.
Summitry LLC's J.M. Smucker position peaked at $248K in Q1 2026.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Summitry LLC's 13F filing for Q2 2026, filed 21 Jul 2026.