Ulland Investment Advisors’s J.M. Smucker SJM Stock Holding History

Ulland Investment 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	$30K	Buy	267 +3	+1%	+$306	0.02%	145
2026 Q1	$25K	Buy	264 +3	+1%	+$314	0.02%	149
2025 Q4	$26K	Buy	261 +2	+0.8%	+$207	0.02%	141
2025 Q3	$28K	Buy	259 +3	+1%	+$326	0.02%	139
2025 Q2	$25K	Buy	256 +2	+0.8%	+$220	0.02%	139
2025 Q1	$30K	Buy	254 +3	+1%	+$324	0.03%	135
2024 Q4	$28K	Buy	251 +2	+0.8%	+$230	0.02%	138
2024 Q3	$30K	Buy	249 +2	+0.8%	+$236	0.02%	125
2024 Q2	$27K	Buy	247 +3	+1%	+$339	0.02%	131
2024 Q1	$31K	Buy	244 +2	+0.8%	+$253	0.02%	127
2023 Q4	$31K	Buy	242 +2	+0.8%	+$232	0.03%	116
2023 Q3	$29K	Buy	240 +2	+0.8%	+$284	0.03%	119
2023 Q2	$35K	Buy	238 +1	+0.4%	+$153	0.04%	114
2023 Q1	$37K	Buy	237 +2	+0.9%	+$304	0.04%	107
2022 Q4	$37K	Buy	235 +2	+0.9%	+$298	0.04%	105
2022 Q3	$32K	Buy	233 +1	+0.4%	+$136	0.04%	106
2022 Q2	$30K	Buy	232 +2	+0.9%	+$267	0.03%	121
2022 Q1	$31K	Buy	230 +2	+0.9%	+$273	0.02%	127
2021 Q4	$31K	Buy	+228	New	+$29.1K	0.02%	125

Other funds holding SJM

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Ulland Investment Advisors's SJM Position: Q2 2026 in Review

Ulland Investment Advisors increased its J.M. Smucker (SJM) stake by 1.1% in Q2 2026, buying an estimated $306 and bringing the position to 267 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #145.

Ulland Investment Advisors first reported a position in SJM in Q4 2021 and has held it in 19 quarters since. The position peaked at $37K in Q1 2023. 451 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Ulland Investment Advisors held 267 shares of J.M. Smucker worth $30K as of Q2 2026.
Ulland Investment Advisors bought 3 J.M. Smucker shares in Q2 2026, an estimated $306.
J.M. Smucker made up 0.02% of Ulland Investment Advisors's portfolio in Q2 2026, its #145 holding.
Ulland Investment Advisors first reported a position in J.M. Smucker in Q4 2021 and has held it in 19 quarters since.
Ulland Investment Advisors's J.M. Smucker position peaked at $37K in Q1 2023.
451 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.