Swiss Life Asset Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $787K | Sell |
6,992
-55
| -0.8% | -$5.6K | ﹤0.01% | 777 |
|
|
2026
Q1 | $680K | Sell |
7,047
-19,996
| -74% | -$2.09M | ﹤0.01% | 766 |
|
|
2025
Q4 | $2.65M | Buy |
27,043
+3,379
| +14% | +$349K | 0.01% | 523 |
|
|
2025
Q3 | $2.57M | Buy |
23,664
+6,416
| +37% | +$697K | 0.01% | 531 |
|
|
2025
Q2 | $1.69M | Buy |
17,248
+2,210
| +15% | +$243K | 0.01% | 571 |
|
|
2025
Q1 | $1.78M | Buy |
15,038
+4,029
| +37% | +$435K | 0.01% | 518 |
|
|
2024
Q4 | $1.21M | Buy |
+11,009
| New | +$1.27M | 0.01% | 564 |
|
|
2024
Q3 | – | Sell |
-5,568
| Closed | -$607K | – | 652 |
|
|
2024
Q2 | $607K | Buy |
5,568
+2,509
| +82% | +$284K | 0.01% | 474 |
|
|
2024
Q1 | $385K | Sell |
3,059
-6,206
| -67% | -$786K | 0.01% | 479 |
|
|
2023
Q4 | $1.17M | Sell |
9,265
-13,188
| -59% | -$1.53M | 0.01% | 480 |
|
|
2023
Q3 | $2.76M | Sell |
22,453
-11,249
| -33% | -$1.6M | 0.04% | 397 |
|
|
2023
Q2 | $4.98M | Buy |
33,702
+4,836
| +17% | +$738K | 0.07% | 308 |
|
|
2023
Q1 | $4.54M | Buy |
28,866
+5,457
| +23% | +$829K | 0.07% | 330 |
|
|
2022
Q4 | $3.72M | Buy |
23,409
+487
| +2% | +$72.5K | 0.06% | 325 |
|
|
2022
Q3 | $3.15M | Sell |
22,922
-13,397
| -37% | -$1.83M | 0.05% | 361 |
|
|
2022
Q2 | $4.66M | Sell |
36,319
-4,130
| -10% | -$551K | 0.08% | 290 |
|
|
2022
Q1 | $5.46M | Buy |
40,449
+6,793
| +20% | +$926K | 0.08% | 275 |
|
|
2021
Q4 | $4.57M | Sell |
33,656
-2,107
| -6% | -$269K | 0.06% | 319 |
|
|
2021
Q3 | $4.29M | Sell |
35,763
-2,314
| -6% | -$294K | 0.06% | 316 |
|
|
2021
Q2 | $3.27M | Sell |
38,077
-27,143
| -42% | -$3.6M | 0.03% | 387 |
|
|
2021
Q1 | $8.25M | Buy |
65,220
+7,363
| +13% | +$869K | 0.12% | 213 |
|
|
2020
Q4 | $6.68M | Buy |
57,857
+37,031
| +178% | +$4.3M | 0.1% | 238 |
|
|
2020
Q3 | $2.4M | Sell |
20,826
-18,970
| -48% | -$2.11M | 0.04% | 312 |
|
|
2020
Q2 | $4.21M | Sell |
39,796
-4,769
| -11% | -$536K | 0.07% | 199 |
|
|
2020
Q1 | $4.95M | Buy |
44,565
+2,319
| +5% | +$248K | 0.09% | 173 |
|
|
2019
Q4 | $4.4M | Sell |
42,246
-6,762
| -14% | -$716K | 0.08% | 192 |
|
|
2019
Q3 | $5.39M | Buy |
49,008
+6,563
| +15% | +$731K | 0.07% | 173 |
|
|
2019
Q2 | $4.89M | Sell |
42,445
-14,303
| -25% | -$1.75M | 0.06% | 187 |
|
|
2019
Q1 | $6.61M | Buy |
+56,748
| New | +$5.93M | 0.08% | 154 |
|
|
2018
Q4 | – | Sell |
-6,446
| Closed | -$661K | – | 417 |
|
|
2018
Q3 | $661K | Sell |
6,446
-7,359
| -53% | -$804K | 0.01% | 423 |
|
|
2018
Q2 | $1.48M | Buy |
13,805
+11,919
| +632% | +$1.34M | 0.02% | 352 |
|
|
2018
Q1 | $234K | Buy |
+1,886
| New | +$236K | ﹤0.01% | 471 |
|
|
2017
Q4 | – | Sell |
-8,268
| Closed | -$867K | – | 514 |
|
|
2017
Q3 | $867K | Sell |
8,268
-32,777
| -80% | -$3.74M | 0.02% | 335 |
|
|
2017
Q2 | $4.85M | Buy |
41,045
+21,186
| +107% | +$2.68M | 0.12% | 117 |
|
|
2017
Q1 | $2.61M | Buy |
19,859
+14,175
| +249% | +$1.93M | 0.07% | 160 |
|
|
2016
Q4 | $728K | Buy |
+5,684
| New | +$737K | 0.02% | 296 |
|
|
2015
Q3 | – | Sell |
-3,080
| Closed | -$334K | – | 348 |
|
|
2015
Q2 | $334K | Buy |
+3,080
| New | +$356K | 0.01% | 234 |
|
Other funds holding SJM
RAM
Swiss Life Asset Management's SJM Position: Q2 2026 in Review
Swiss Life Asset Management reduced its J.M. Smucker (SJM) stake by 0.78% in Q2 2026, selling an estimated $5.6K and leaving 6,992 shares worth $787K. The position accounts for ﹤0.01% of the portfolio, ranked #777.
Swiss Life Asset Management first reported a position in SJM in Q2 2015 and has held it in 37 quarters since. The position peaked at $8.25M in Q1 2021. 637 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Swiss Life Asset Management held 6,992 shares of J.M. Smucker worth $787K as of Q2 2026.
- Swiss Life Asset Management sold 55 J.M. Smucker shares in Q2 2026, an estimated $5.6K.
- J.M. Smucker made up ﹤0.01% of Swiss Life Asset Management's portfolio in Q2 2026, its #777 holding.
- Swiss Life Asset Management first reported a position in J.M. Smucker in Q2 2015 and has held it in 37 quarters since.
- Swiss Life Asset Management's J.M. Smucker position peaked at $8.25M in Q1 2021.
- 637 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Swiss Life Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.