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 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%	-$9.55K	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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

V-Square Quantitative Management's SJM Position: Q2 2026 in Review

V-Square Quantitative Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 2,886 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #440.

V-Square Quantitative Management first reported a position in SJM in Q2 2023 and has held it in 12 quarters since. The position peaked at $527K in Q4 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

V-Square Quantitative Management held 2,886 shares of J.M. Smucker worth $325K as of Q2 2026.
V-Square Quantitative Management left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up 0.03% of V-Square Quantitative Management's portfolio in Q2 2026, its #440 holding.
V-Square Quantitative Management first reported a position in J.M. Smucker in Q2 2023 and has held it in 12 quarters since.
V-Square Quantitative Management's J.M. Smucker position peaked at $527K in Q4 2025.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on V-Square Quantitative Management's 13F filing for Q2 2026, filed 27 Jul 2026.