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West Family Investments’s J.M. Smucker SJM Stock Holding History

West Family Investments’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 		$217K Buy
+1,933
New +$197K 0.06% 422
2025
Q2 		– Sell
-1,712
Closed -$203K – 376
2025
Q1 		$203K Buy
+1,712
New +$185K 0.08% 244
2024
Q2 		– Sell
-1,858
Closed -$234K – 270
2024
Q1 		$234K Buy
+1,858
New +$235K 0.07% 229
2023
Q3 		– Sell
-3,111
Closed -$459K – 254
2023
Q2 		$459K Buy
3,111
+1,241
+66% +$189K 0.18% 106
2023
Q1 		$294K Sell
1,870
-630
-25% -$95.7K 0.12% 133
2022
Q4 		$396K Buy
2,500
+830
+50% +$124K 0.14% 125
2022
Q3 		$229K Buy
+1,670
New +$228K 0.1% 190
2022
Q2 		– Sell
-2,250
Closed -$305K – 301
2022
Q1 		$305K Hold
2,250
– – 0.09% 191
2021
Q4 		$306K Buy
+2,250
New +$287K 0.08% 199
2021
Q3 		– Sell
-2,849
Closed -$369K – 384
2021
Q2 		$369K Buy
+2,849
New +$378K 0.1% 188

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 $3.38T AUM 44.17% 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

West Family Investments's SJM Position: Q2 2026 in Review

West Family Investments opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,933 shares worth $217K. The stake represents 0.06% of the portfolio and ranks #422 among its holdings. This is a return to the name: West Family Investments previously reported a position in SJM as recently as Q1 2025.

West Family Investments first reported a position in SJM in Q2 2021 and has held it in 10 quarters since. The position peaked at $459K in Q2 2023. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • West Family Investments held 1,933 shares of J.M. Smucker worth $217K as of Q2 2026.
  • J.M. Smucker was a new West Family Investments position in Q2 2026.
  • J.M. Smucker made up 0.06% of West Family Investments's portfolio in Q2 2026, its #422 holding.
  • West Family Investments first reported a position in J.M. Smucker in Q2 2021 and has held it in 10 quarters since.
  • West Family Investments's J.M. Smucker position peaked at $459K in Q2 2023.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.