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Wellington Group’s J.M. Smucker SJM Stock Holding History

Wellington Group’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 		$756K Buy
6,721
+2,427
+57% +$247K 0.2% 91
2026
Q1 		$414K Buy
4,294
+2,014
+88% +$211K 0.13% 114
2025
Q4 		$223K Buy
+2,280
New +$236K 0.07% 135

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 40.91% 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

Wellington Group's SJM Position: Q2 2026 in Review

Wellington Group increased its J.M. Smucker (SJM) stake by 57% in Q2 2026, buying an estimated $247K and bringing the position to 6,721 shares worth $756K. The position accounts for 0.2% of the portfolio, ranked #91.

Wellington Group first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Wellington Group held 6,721 shares of J.M. Smucker worth $756K as of Q2 2026.
  • Wellington Group bought 2,427 J.M. Smucker shares in Q2 2026, an estimated $247K.
  • J.M. Smucker made up 0.2% of Wellington Group's portfolio in Q2 2026, its #91 holding.
  • Wellington Group first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.