Wedgewood Investors’s J.M. Smucker SJM Stock Holding History

Wedgewood Investors’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	$255K	Hold	2,265	–	–	0.26%	93
2026 Q1	$218K	Hold	2,265	–	–	0.25%	94
2025 Q4	$222K	Sell	2,265 -2	-0.1%	-$207	0.25%	94
2025 Q3	$246K	Hold	2,267	–	–	0.27%	88
2025 Q2	$223K	Sell	2,267 -4	-0.2%	-$440	0.26%	93
2025 Q1	$269K	Sell	2,271 -50	-2%	-$5.4K	0.32%	81
2024 Q4	$256K	Hold	2,321	–	–	0.3%	84
2024 Q3	$281K	Buy	2,321 +1	+0%	+$118	0.31%	81
2024 Q2	$253K	Buy	+2,320	New	+$263K	0.3%	85
2023 Q4	$293K	Hold	2,316	–	–	0.36%	74
2023 Q3	$285K	Sell	2,316 -199	-8%	-$28.3K	0.39%	73
2023 Q2	$371K	Hold	2,515	–	–	0.48%	63
2023 Q1	$396K	Sell	2,515 -300	-11%	-$45.6K	0.52%	59
2022 Q4	$446K	Hold	2,815	–	–	0.59%	51
2022 Q3	$387K	Hold	2,815	–	–	0.6%	48
2022 Q2	$360K	Hold	2,815	–	–	0.51%	57
2022 Q1	$381K	Hold	2,815	–	–	0.46%	65
2021 Q4	$382K	Sell	2,815 -500	-15%	-$63.8K	0.45%	65
2021 Q3	$398K	Hold	3,315	–	–	0.52%	61
2021 Q2	$430K	Hold	3,315	–	–	0.54%	56
2021 Q1	$420K	Hold	3,315	–	–	0.52%	57
2020 Q4	$383K	Hold	3,315	–	–	0.5%	56
2020 Q3	$383K	Buy	3,315 +615	+23%	+$68.6K	0.57%	51
2020 Q2	$286K	Hold	2,700	–	–	0.46%	64
2020 Q1	$300K	Hold	2,700	–	–	0.58%	49
2019 Q4	$281K	Hold	2,700	–	–	0.4%	72
2019 Q3	$297K	Hold	2,700	–	–	0.44%	66
2019 Q2	$311K	Hold	2,700	–	–	0.45%	66
2019 Q1	$315K	Hold	2,700	–	–	0.49%	63
2018 Q4	$252K	Hold	2,700	–	–	0.46%	68
2018 Q3	$277K	Hold	2,700	–	–	0.44%	69
2018 Q2	$290K	Hold	2,700	–	–	0.5%	64
2018 Q1	$335K	Hold	2,700	–	–	0.29%	77
2017 Q4	$335K	Hold	2,700	–	–	0.27%	83
2017 Q3	$283K	Hold	2,700	–	–	0.24%	93
2017 Q2	$320K	Hold	2,700	–	–	0.28%	85
2017 Q1	$354K	Hold	2,700	–	–	0.31%	74
2016 Q4	$346K	Hold	2,700	–	–	0.32%	71
2016 Q3	$366K	Hold	2,700	–	–	0.34%	67
2016 Q2	$412K	Hold	2,700	–	–	0.39%	57
2016 Q1	$351K	Hold	2,700	–	–	0.35%	64
2015 Q4	$333K	Hold	2,700	–	–	0.34%	68
2015 Q3	$308K	Hold	2,700	–	–	0.31%	76
2015 Q2	$293K	Hold	2,700	–	–	0.28%	86
2015 Q1	$312K	Hold	2,700	–	–	0.3%	84
2014 Q4	$273K	Hold	2,700	–	–	0.27%	86
2014 Q3	$267K	Hold	2,700	–	–	0.28%	85
2014 Q2	$288K	Hold	2,700	–	–	0.3%	82
2014 Q1	$263K	Hold	2,700	–	–	0.28%	87
2013 Q4	$280K	Buy	2,700 +500	+23%	+$53K	0.31%	83
2013 Q3	$231K	Buy	2,200 +100	+5%	+$10.8K	0.27%	99
2013 Q2	$217K	Buy	+2,100	New	+$214K	0.28%	96

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

Wedgewood Investors's SJM Position: Q2 2026 in Review

Wedgewood Investors held its J.M. Smucker (SJM) position steady in Q2 2026 at 2,265 shares worth $255K. The position accounts for 0.26% of the portfolio, ranked #93.

Wedgewood Investors first reported a position in SJM in Q2 2013 and has held it in 52 quarters since. The position peaked at $446K in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Wedgewood Investors held 2,265 shares of J.M. Smucker worth $255K as of Q2 2026.
Wedgewood Investors left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up 0.26% of Wedgewood Investors's portfolio in Q2 2026, its #93 holding.
Wedgewood Investors first reported a position in J.M. Smucker in Q2 2013 and has held it in 52 quarters since.
Wedgewood Investors's J.M. Smucker position peaked at $446K in Q4 2022.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.