V-Square Quantitative Management’s J.M. Smucker SJM Stock Holding History

V-Square Quantitative Management’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 Q3	$384K	Buy	3,230 +344	+12%	+$41.4K	0.04%	408
2026 Q2	$325K	Hold	2,886	–	–	0.03%	440
2026 Q1	$278K	Sell	2,886 -2,497	-46%	-$261K	0.03%	455
2025 Q4	$527K	Buy	+5,383	New	+$556K	0.05%	302
2025 Q3	–	Sell	-4,258	Closed	-$418K	–	516
2025 Q2	$418K	Buy	4,258 +487	+13%	+$53.5K	0.06%	335
2025 Q1	$447K	Buy	3,771 +224	+6%	+$24.2K	0.07%	321
2024 Q4	$391K	Sell	3,547 -83	-2%	-$9.5K	0.06%	357
2024 Q3	$440K	Buy	3,630 +242	+7%	+$28.5K	0.06%	322
2024 Q2	$369K	Buy	3,388 +575	+20%	+$65.1K	0.06%	316
2024 Q1	$354K	Hold	2,813	–	–	0.05%	343
2023 Q4	$356K	Buy	2,813 +574	+26%	+$66.5K	0.06%	284
2023 Q3	$275K	Buy	2,239 +1,302	+139%	+$185K	0.12%	222
2023 Q2	$138K	Buy	+937	New	+$143K	0.1%	181

Other funds holding SJM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

V-Square Quantitative Management's SJM Position: Q3 2026 in Review

V-Square Quantitative Management increased its J.M. Smucker (SJM) stake by 12% in Q3 2026, buying an estimated $41.4K and bringing the position to 3,230 shares worth $384K. The position accounts for 0.04% of the portfolio, ranked #408.

V-Square Quantitative Management first reported a position in SJM in Q2 2023 and has held it in 13 quarters since. The position peaked at $527K in Q4 2025. 141 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

V-Square Quantitative Management held 3,230 shares of J.M. Smucker worth $384K as of Q3 2026.
V-Square Quantitative Management bought 344 J.M. Smucker shares in Q3 2026, an estimated $41.4K.
J.M. Smucker made up 0.04% of V-Square Quantitative Management's portfolio in Q3 2026, its #408 holding.
V-Square Quantitative Management first reported a position in J.M. Smucker in Q2 2023 and has held it in 13 quarters since.
V-Square Quantitative Management's J.M. Smucker position peaked at $527K in Q4 2025.
141 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on V-Square Quantitative Management's 13F filing for Q3 2026, filed 15 Oct 2026.