Weiss Asset Management’s J.M. Smucker SJM Stock Holding History

Weiss Asset Management’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	–	Sell	-7,140	Closed	-$689K	–	816
2026 Q1	$689K	Buy	+7,140	New	+$748K	0.01%	372
2025 Q3	–	Sell	-5,500	Closed	-$540K	–	760
2025 Q2	$540K	Buy	+5,500	New	+$605K	0.01%	361
2023 Q2	–	Sell	-3,900	Closed	-$614K	–	300
2023 Q1	$614K	Buy	+3,900	New	+$592K	0.04%	196
2021 Q3	–	Sell	-6,722	Closed	-$871K	–	602
2021 Q2	$871K	Buy	+6,722	New	+$893K	0.02%	375

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

Weiss Asset Management's SJM Position: Q2 2026 in Review

Weiss Asset Management sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 7,140 shares — an estimated $689K sold.

Weiss Asset Management first reported a position in SJM in Q2 2021 and held it in 4 quarters. The position peaked at $871K in Q2 2021. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Weiss Asset Management reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Weiss Asset Management sold 7,140 J.M. Smucker shares in Q2 2026, an estimated $689K.
Weiss Asset Management first reported a position in J.M. Smucker in Q2 2021 and held it in 4 quarters.
Weiss Asset Management's J.M. Smucker position peaked at $871K in Q2 2021.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Weiss Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.