Vontobel Holding
SJM icon

Vontobel Holding’s J.M. Smucker SJM Stock Holding History

Vontobel Holding’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 		$5.69M Sell
50,535
-7,828
-13% -$797K 0.02% 428
2026
Q1 		$5.63M Sell
58,363
-15,080
-21% -$1.58M 0.02% 347
2025
Q4 		$7.18M Buy
73,443
+3,282
+5% +$339K 0.02% 331
2025
Q3 		$7.62M Sell
70,161
-5,808
-8% -$631K 0.02% 306
2025
Q2 		$7.46M Buy
75,969
+4,573
+6% +$503K 0.02% 292
2025
Q1 		$8.45M Buy
71,396
+7,947
+13% +$858K 0.03% 244
2024
Q4 		$6.99M Sell
63,449
-750
-1% -$86.3K 0.02% 270
2024
Q3 		$7.77M Buy
64,199
+14,896
+30% +$1.75M 0.03% 253
2024
Q2 		$5.38M Sell
49,303
-5,884
-11% -$666K 0.02% 294
2024
Q1 		$6.95M Sell
55,187
-9,717
-15% -$1.23M 0.06% 257
2023
Q4 		$8.2M Sell
64,904
-9,160
-12% -$1.06M 0.07% 223
2023
Q3 		$9.1M Buy
74,064
+3,009
+4% +$427K 0.08% 207
2023
Q2 		$10.5M Buy
71,055
+16,632
+31% +$2.54M 0.09% 201
2023
Q1 		$8.56M Buy
54,423
+311
+0.6% +$47.2K 0.08% 225
2022
Q4 		$8.57M Buy
54,112
+5,455
+11% +$813K 0.09% 219
2022
Q3 		$6.76M Sell
48,657
-1,909
-4% -$260K 0.08% 226
2022
Q2 		$6.61M Sell
50,566
-1,030
-2% -$137K 0.07% 228
2022
Q1 		$6.96M Sell
51,596
-1,285
-2% -$175K 0.06% 240
2021
Q4 		$7.16M Buy
52,881
+14,996
+40% +$1.91M 0.06% 228
2021
Q3 		$4.55M Buy
37,885
+12,718
+51% +$1.62M 0.04% 283
2021
Q2 		$3.27M Sell
25,167
-30,838
-55% -$4.1M 0.03% 335
2021
Q1 		$7.09M Buy
56,005
+25,095
+81% +$2.96M 0.05% 201
2020
Q4 		$3.56M Buy
+30,910
New +$3.59M 0.02% 317

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 40.89% 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

Vontobel Holding's SJM Position: Q2 2026 in Review

Vontobel Holding reduced its J.M. Smucker (SJM) stake by 13% in Q2 2026, selling an estimated $797K and leaving 50,535 shares worth $5.69M. The position accounts for 0.02% of the portfolio, ranked #428.

Vontobel Holding first reported a position in SJM in Q4 2020 and has held it in 23 quarters since. The position peaked at $10.5M in Q2 2023. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Vontobel Holding held 50,535 shares of J.M. Smucker worth $5.69M as of Q2 2026.
  • Vontobel Holding sold 7,828 J.M. Smucker shares in Q2 2026, an estimated $797K.
  • J.M. Smucker made up 0.02% of Vontobel Holding's portfolio in Q2 2026, its #428 holding.
  • Vontobel Holding first reported a position in J.M. Smucker in Q4 2020 and has held it in 23 quarters since.
  • Vontobel Holding's J.M. Smucker position peaked at $10.5M in Q2 2023.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.