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Vest Financial’s J.M. Smucker SJM Stock Holding History

Vest Financial’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 		$57.1M Buy
507,191
+447
+0.1% +$45.5K 0.6% 51
2026
Q1 		$48.9M Buy
506,744
+35,837
+8% +$3.75M 0.59% 75
2025
Q4 		$46.1M Sell
470,907
-33,808
-7% -$3.49M 0.58% 90
2025
Q3 		$54.8M Buy
504,715
+50,523
+11% +$5.49M 0.72% 55
2025
Q2 		$44.6M Sell
454,192
-74,423
-14% -$8.18M 0.63% 85
2025
Q1 		$62.6M Buy
528,615
+43,663
+9% +$4.72M 0.97% 19
2024
Q4 		$53.4M Buy
484,952
+71,140
+17% +$8.18M 0.95% 44
2024
Q3 		$50.1M Buy
413,812
+38,460
+10% +$4.53M 0.97% 54
2024
Q2 		$40.9M Buy
375,352
+85,850
+30% +$9.71M 0.98% 55
2024
Q1 		$36.4M Buy
289,502
+51,454
+22% +$6.51M 0.97% 60
2023
Q4 		$30.1M Buy
238,048
+87,682
+58% +$10.2M 1.12% 36
2023
Q3 		$18.5M Buy
150,366
+70,759
+89% +$10.1M 1.01% 62
2023
Q2 		$11.6M Buy
79,607
+11,920
+18% +$1.82M 1.08% 53
2023
Q1 		$10.7M Buy
+67,687
New +$10.3M 1.45% 18

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Vest Financial's SJM Position: Q2 2026 in Review

Vest Financial increased its J.M. Smucker (SJM) stake by 0.09% in Q2 2026, buying an estimated $45.5K and bringing the position to 507,191 shares worth $57.1M. The position accounts for 0.6% of the portfolio, ranked #51.

Vest Financial first reported a position in SJM in Q1 2023 and has held it in 14 quarters since. The position peaked at $62.6M in Q1 2025. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Vest Financial held 507,191 shares of J.M. Smucker worth $57.1M as of Q2 2026.
  • Vest Financial bought 447 J.M. Smucker shares in Q2 2026, an estimated $45.5K.
  • J.M. Smucker made up 0.6% of Vest Financial's portfolio in Q2 2026, its #51 holding.
  • Vest Financial first reported a position in J.M. Smucker in Q1 2023 and has held it in 14 quarters since.
  • Vest Financial's J.M. Smucker position peaked at $62.6M in Q1 2025.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Vest Financial's 13F filing for Q2 2026, filed 24 Jul 2026.