Universal-Beteiligungs- und Servicegesellschaft’s J.M. Smucker SJM Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	$3.74M	Sell	33,196 -28,344	-46%	-$2.89M	0.01%	1048
2026 Q1	$5.95M	Sell	61,540 -70,445	-53%	-$7.38M	0.01%	805
2025 Q4	$13M	Buy	131,985 +11,792	+10%	+$1.22M	0.02%	514
2025 Q3	$13.1M	Sell	120,193 -13,644	-10%	-$1.48M	0.02%	523
2025 Q2	$13.1M	Buy	133,837 +7,282	+6%	+$801K	0.02%	496
2025 Q1	$15M	Buy	126,555 +13,347	+12%	+$1.44M	0.03%	442
2024 Q4	$12.5M	Buy	+113,208	New	+$13M	0.02%	488

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 $3.38T AUM 44.17% 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

Universal-Beteiligungs- und Servicegesellschaft's SJM Position: Q2 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its J.M. Smucker (SJM) stake by 46% in Q2 2026, selling an estimated $2.89M and leaving 33,196 shares worth $3.74M. The position accounts for 0.01% of the portfolio, ranked #1048.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in SJM in Q4 2024 and has held it in 7 quarters since. The position peaked at $15M in Q1 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Universal-Beteiligungs- und Servicegesellschaft held 33,196 shares of J.M. Smucker worth $3.74M as of Q2 2026.
Universal-Beteiligungs- und Servicegesellschaft sold 28,344 J.M. Smucker shares in Q2 2026, an estimated $2.89M.
J.M. Smucker made up 0.01% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q2 2026, its #1048 holding.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in J.M. Smucker in Q4 2024 and has held it in 7 quarters since.
Universal-Beteiligungs- und Servicegesellschaft's J.M. Smucker position peaked at $15M in Q1 2025.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2026, filed 6 Aug 2026.