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Waverly Advisors’s J.M. Smucker SJM Stock Holding History

Waverly Advisors’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 		$628K Buy
5,579
+1,449
+35% +$148K ﹤0.01% 1065
2026
Q1 		$398K Buy
4,130
+736
+22% +$77.1K ﹤0.01% 1191
2025
Q4 		$332K Sell
3,394
-2
-0.1% -$207 ﹤0.01% 1169
2025
Q3 		$369K Buy
3,396
+654
+24% +$71K ﹤0.01% 965
2025
Q2 		$269K Buy
2,742
+199
+8% +$21.9K ﹤0.01% 1011
2025
Q1 		$301K Sell
2,543
-46
-2% -$4.97K ﹤0.01% 921
2024
Q4 		$285K Buy
+2,589
New +$298K ﹤0.01% 840
2015
Q1 		– Sell
-12
Closed -$1K – 422
2014
Q4 		$1K Hold
12
– – ﹤0.01% 399
2014
Q3 		$1K Hold
12
– – ﹤0.01% 750
2014
Q2 		$1K Buy
+12
New +$1.21K ﹤0.01% 712

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

Waverly Advisors's SJM Position: Q2 2026 in Review

Waverly Advisors increased its J.M. Smucker (SJM) stake by 35% in Q2 2026, buying an estimated $148K and bringing the position to 5,579 shares worth $628K. The position accounts for ﹤0.01% of the portfolio, ranked #1065.

Waverly Advisors first reported a position in SJM in Q2 2014 and has held it in 10 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Waverly Advisors held 5,579 shares of J.M. Smucker worth $628K as of Q2 2026.
  • Waverly Advisors bought 1,449 J.M. Smucker shares in Q2 2026, an estimated $148K.
  • J.M. Smucker made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #1065 holding.
  • Waverly Advisors first reported a position in J.M. Smucker in Q2 2014 and has held it in 10 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.