West Branch Capital’s J.M. Smucker SJM Stock Holding History

West Branch 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	$4.39K	Buy	+39	New	+$3.97K	﹤0.01%	278
2024 Q3	–	Hold	0	–	–	–	610
2023 Q4	–	Sell	-25	Closed	-$3.07K	–	462
2023 Q3	$3.07K	Hold	25	–	–	﹤0.01%	370
2023 Q2	$3.69K	Hold	25	–	–	﹤0.01%	369
2023 Q1	$3.94K	Hold	25	–	–	﹤0.01%	373
2022 Q4	$3.96K	Hold	25	–	–	﹤0.01%	365
2022 Q3	$3K	Buy	+25	New	+$3.41K	﹤0.01%	386
2019 Q3	–	Sell	-2,503	Closed	-$288K	–	102
2019 Q2	$288K	Buy	+2,503	New	+$306K	0.24%	74

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 40.89% 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

West Branch Capital's SJM Position: Q2 2026 in Review

West Branch Capital opened a new position in J.M. Smucker (SJM) in Q2 2026: 39 shares worth $4.39K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: West Branch Capital previously reported a position in SJM as recently as Q3 2023.

West Branch Capital first reported a position in SJM in Q2 2019 and has held it in 7 quarters since. The position peaked at $288K in Q2 2019. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

West Branch Capital held 39 shares of J.M. Smucker worth $4.39K as of Q2 2026.
J.M. Smucker was a new West Branch Capital position in Q2 2026.
J.M. Smucker made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #278 holding.
West Branch Capital first reported a position in J.M. Smucker in Q2 2019 and has held it in 7 quarters since.
West Branch Capital's J.M. Smucker position peaked at $288K in Q2 2019.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.