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Waterloo Capital’s J.M. Smucker SJM Stock Holding History

Waterloo Capital’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 		$566K Sell
5,030
-385
-7% -$39.2K 0.03% 332
2026
Q1 		$522K Buy
5,415
+1,789
+49% +$187K 0.04% 297
2025
Q4 		$355K Buy
+3,626
New +$375K 0.03% 348
2023
Q2 		– Sell
-1,422
Closed -$224K – 248
2023
Q1 		$224K Buy
+1,422
New +$216K 0.07% 173

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 $3.38T AUM 44.17% 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

Waterloo Capital's SJM Position: Q2 2026 in Review

Waterloo Capital reduced its J.M. Smucker (SJM) stake by 7.1% in Q2 2026, selling an estimated $39.2K and leaving 5,030 shares worth $566K. The position accounts for 0.03% of the portfolio, ranked #332.

Waterloo Capital first reported a position in SJM in Q1 2023 and has held it in 4 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Waterloo Capital held 5,030 shares of J.M. Smucker worth $566K as of Q2 2026.
  • Waterloo Capital sold 385 J.M. Smucker shares in Q2 2026, an estimated $39.2K.
  • J.M. Smucker made up 0.03% of Waterloo Capital's portfolio in Q2 2026, its #332 holding.
  • Waterloo Capital first reported a position in J.M. Smucker in Q1 2023 and has held it in 4 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.