VarCov Co’s J.M. Smucker SJM Stock Holding History

VarCov Co’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	–	Sell	-12,505	Closed	-$1.21M	–	536
2026 Q1	$1.21M	Buy	12,505 +9,635	+336%	+$1.01M	0.45%	56
2025 Q4	$281K	Buy	+2,870	New	+$297K	0.11%	304

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 40.91% 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

VarCov Co's SJM Position: Q2 2026 in Review

VarCov Co sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 12,505 shares — an estimated $1.21M sold.

VarCov Co first reported a position in SJM in Q4 2025 and held it in 2 quarters. The position peaked at $1.21M in Q1 2026. 880 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

VarCov Co reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
VarCov Co sold 12,505 J.M. Smucker shares in Q2 2026, an estimated $1.21M.
VarCov Co first reported a position in J.M. Smucker in Q4 2025 and held it in 2 quarters.
VarCov Co's J.M. Smucker position peaked at $1.21M in Q1 2026.
880 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on VarCov Co's 13F filing for Q2 2026, filed 14 Aug 2026.