Westhampton Capital
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Westhampton Capital’s J.M. Smucker SJM Stock Holding History

Westhampton 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
Q3 		$1.23M Hold
10,353
– – 0.55% 54
2026
Q2 		$1.16M Sell
10,353
-190
-2% -$19.4K 0.48% 58
2026
Q1 		$1.02M Hold
10,543
– – 0.47% 62
2025
Q4 		$1.03M Buy
10,543
+300
+3% +$31K 0.49% 61
2025
Q3 		$1.11M Hold
10,243
– – 0.54% 56
2025
Q2 		$1.01M Buy
10,243
+2,400
+31% +$264K 0.52% 59
2025
Q1 		$929K Buy
7,843
+1,100
+16% +$119K 0.51% 65
2024
Q4 		$743K Buy
6,743
+292
+5% +$33.6K 0.38% 73
2024
Q3 		$781K Buy
6,451
+300
+5% +$35.3K 0.4% 73
2024
Q2 		$671K Buy
6,151
+171
+3% +$19.3K 0.36% 75
2024
Q1 		$753K Hold
5,980
– – 0.41% 71
2023
Q4 		$756K Sell
5,980
-335
-5% -$38.8K 0.45% 67
2023
Q3 		$776K Sell
6,315
-262
-4% -$37.2K 0.5% 63
2023
Q2 		$971K Buy
6,577
+50
+0.8% +$7.63K 0.63% 53
2023
Q1 		$1.03M Buy
6,527
+1
+0% +$152 0.66% 53
2022
Q4 		$1.03M Buy
6,526
+50
+0.8% +$7.45K 0.7% 53
2022
Q3 		$890K Buy
6,476
+1
+0% +$136 0.67% 55
2022
Q2 		$829K Buy
6,475
+1,166
+22% +$156K 0.59% 55
2022
Q1 		$719K Sell
5,309
-749
-12% -$102K 0.46% 66
2021
Q4 		$823K Sell
6,058
-505
-8% -$64.4K 0.5% 63
2021
Q3 		$788K Sell
6,563
-1,044
-14% -$133K 0.54% 59
2021
Q2 		$986K Sell
7,607
-886
-10% -$118K 0.64% 51
2021
Q1 		$1.08M Sell
8,493
-399
-4% -$47.1K 0.74% 44
2020
Q4 		$1.03M Sell
8,892
-369
-4% -$42.9K 0.77% 41
2020
Q3 		$1.07M Sell
9,261
-345
-4% -$38.5K 0.87% 39
2020
Q2 		$1.02M Sell
9,606
-1,883
-16% -$212K 0.89% 37
2020
Q1 		$1.28M Buy
11,489
+229
+2% +$24.5K 1.32% 24
2019
Q4 		$1.17M Sell
11,260
-9
-0.1% -$953 0.95% 33
2019
Q3 		$1.24M Sell
11,269
-109
-1% -$12.1K 1.04% 32
2019
Q2 		$1.31M Buy
+11,378
New +$1.39M 1.1% 28

Other funds holding SJM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
AEGON Asset Management (UK)
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.44B AUM 41.54% 1-Year Est. Return

Westhampton Capital's SJM Position: Q3 2026 in Review

Westhampton Capital held its J.M. Smucker (SJM) position steady in Q3 2026 at 10,353 shares worth $1.23M. The position accounts for 0.55% of the portfolio, ranked #54.

Westhampton Capital first reported a position in SJM in Q2 2019 and has held it in 30 quarters since. The position peaked at $1.31M in Q2 2019. 437 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Westhampton Capital held 10,353 shares of J.M. Smucker worth $1.23M as of Q3 2026.
  • Westhampton Capital left its J.M. Smucker share count unchanged in Q3 2026.
  • J.M. Smucker made up 0.55% of Westhampton Capital's portfolio in Q3 2026, its #54 holding.
  • Westhampton Capital first reported a position in J.M. Smucker in Q2 2019 and has held it in 30 quarters since.
  • Westhampton Capital's J.M. Smucker position peaked at $1.31M in Q2 2019.
  • 437 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Westhampton Capital's 13F filing for Q3 2026, filed 30 Oct 2026.