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Tidal Investments’s J.M. Smucker SJM Stock Holding History

Tidal Investments’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 		$6.39M Buy
56,762
+12,930
+29% +$1.32M 0.01% 848
2026
Q1 		$4.23M Buy
43,832
+33,775
+336% +$3.54M 0.01% 865
2025
Q4 		$984K Sell
10,057
-6,642
-40% -$687K ﹤0.01% 1276
2025
Q3 		$1.81M Sell
16,699
-2,808
-14% -$305K ﹤0.01% 952
2025
Q2 		$1.92M Buy
19,507
+1,269
+7% +$140K 0.01% 752
2025
Q1 		$2.16M Buy
18,238
+6,731
+58% +$727K 0.02% 671
2024
Q4 		$1.27M Sell
11,507
-3,531
-23% -$406K 0.01% 894
2024
Q3 		$1.82M Buy
15,038
+190
+1% +$22.4K 0.02% 701
2024
Q2 		$1.62M Buy
14,848
+10,339
+229% +$1.17M 0.02% 657
2024
Q1 		$567K Sell
4,509
-9,292
-67% -$1.18M 0.01% 1132
2023
Q4 		$1.74M Buy
13,801
+1,817
+15% +$211K 0.04% 403
2023
Q3 		$1.47M Buy
11,984
+1,020
+9% +$145K 0.04% 412
2023
Q2 		$1.62M Sell
10,964
-7,528
-41% -$1.15M 0.05% 383
2023
Q1 		$2.91M Buy
18,492
+2,606
+16% +$396K 0.1% 203
2022
Q4 		$2.52M Buy
15,886
+13,170
+485% +$1.96M 0.1% 220
2022
Q3 		$373K Buy
+2,716
New +$370K 0.02% 664
2022
Q2 		– Sell
-1,623
Closed -$220K – 1177
2022
Q1 		$220K Buy
+1,623
New +$221K 0.01% 972

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

Tidal Investments's SJM Position: Q2 2026 in Review

Tidal Investments increased its J.M. Smucker (SJM) stake by 29% in Q2 2026, buying an estimated $1.32M and bringing the position to 56,762 shares worth $6.39M. The position accounts for 0.01% of the portfolio, ranked #848.

Tidal Investments first reported a position in SJM in Q1 2022 and has held it in 17 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Tidal Investments held 56,762 shares of J.M. Smucker worth $6.39M as of Q2 2026.
  • Tidal Investments bought 12,930 J.M. Smucker shares in Q2 2026, an estimated $1.32M.
  • J.M. Smucker made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #848 holding.
  • Tidal Investments first reported a position in J.M. Smucker in Q1 2022 and has held it in 17 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.