Vestmark Advisory Solutions’s J.M. Smucker SJM Stock Holding History

Vestmark Advisory Solutions’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	$375K	Buy	3,336 +44	+1%	+$4.48K	﹤0.01%	1203
2026 Q1	$318K	Buy	3,292 +12	+0.4%	+$1.26K	﹤0.01%	1166
2025 Q4	$321K	Buy	+3,280	New	+$339K	﹤0.01%	1090
2023 Q3	–	Sell	-8,590	Closed	-$1.27M	–	800
2023 Q2	$1.27M	Buy	8,590 +628	+8%	+$95.8K	0.05%	396
2023 Q1	$1.25M	Buy	+7,962	New	+$1.21M	0.05%	381

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

Vestmark Advisory Solutions's SJM Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its J.M. Smucker (SJM) stake by 1.3% in Q2 2026, buying an estimated $4.48K and bringing the position to 3,336 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Vestmark Advisory Solutions first reported a position in SJM in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.27M in Q2 2023. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Vestmark Advisory Solutions held 3,336 shares of J.M. Smucker worth $375K as of Q2 2026.
Vestmark Advisory Solutions bought 44 J.M. Smucker shares in Q2 2026, an estimated $4.48K.
J.M. Smucker made up ﹤0.01% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #1203 holding.
Vestmark Advisory Solutions first reported a position in J.M. Smucker in Q1 2023 and has held it in 5 quarters since.
Vestmark Advisory Solutions's J.M. Smucker position peaked at $1.27M in Q2 2023.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.