WestEnd Advisors’s J.M. Smucker SJM Stock Holding History

WestEnd Advisors’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	-4	Closed	-$386	–	441
2026 Q1	$386	Hold	4	–	–	﹤0.01%	332
2025 Q4	$391	Hold	4	–	–	﹤0.01%	329
2025 Q3	$434	Hold	4	–	–	﹤0.01%	326
2025 Q2	$393	Hold	4	–	–	﹤0.01%	300
2025 Q1	$474	Buy	4 +3	+300%	+$324	﹤0.01%	278
2024 Q4	$110	Hold	1	–	–	﹤0.01%	309
2024 Q3	$121	Hold	1	–	–	﹤0.01%	348
2024 Q2	$109	Hold	1	–	–	﹤0.01%	321
2024 Q1	$126	Sell	1 -1	-50%	-$127	﹤0.01%	291
2023 Q4	$253	Hold	2	–	–	﹤0.01%	215
2023 Q3	$246	Buy	+2	New	+$284	﹤0.01%	210
2023 Q1	–	Sell	-1	Closed	-$152	–	250
2022 Q4	$158	Hold	1	–	–	﹤0.01%	247
2022 Q3	$0	Buy	+1	New	+$136	﹤0.01%	300

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

WestEnd Advisors's SJM Position: Q2 2026 in Review

WestEnd Advisors sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 4 shares — an estimated $386 sold.

WestEnd Advisors first reported a position in SJM in Q3 2022 and held it in 13 quarters. The position peaked at $474 in Q1 2025. 887 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

WestEnd Advisors reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
WestEnd Advisors sold 4 J.M. Smucker shares in Q2 2026, an estimated $386.
WestEnd Advisors first reported a position in J.M. Smucker in Q3 2022 and held it in 13 quarters.
WestEnd Advisors's J.M. Smucker position peaked at $474 in Q1 2025.
887 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on WestEnd Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.