WhitTier Trust Company’s J.M. Smucker SJM Stock Holding History

WhitTier Trust Company’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	$1.13M	Sell	10,013 -3	-0%	-$306	0.02%	290
2026 Q1	$954K	Sell	10,016 -737	-7%	-$77.2K	0.02%	303
2025 Q4	$1.03M	Buy	10,753 +751	+8%	+$77.6K	0.02%	287
2025 Q3	$1.08M	Sell	10,002 -3	-0%	-$326	0.02%	286
2025 Q2	$982K	Buy	10,005 +5	+0.1%	+$550	0.02%	314
2025 Q1	$1.18M	Hold	10,000	–	–	0.03%	287
2024 Q4	$1.1M	Hold	10,000	–	–	0.03%	284
2024 Q3	$1.21M	Hold	10,000	–	–	0.03%	274
2024 Q2	$1.09M	Hold	10,000	–	–	0.03%	271
2024 Q1	$1.26M	Hold	10,000	–	–	0.04%	258
2023 Q4	$1.26M	Hold	10,000	–	–	0.04%	256
2023 Q3	$1.23M	Hold	10,000	–	–	0.04%	256
2023 Q2	$1.48M	Hold	10,000	–	–	0.05%	247
2023 Q1	$1.57M	Sell	10,000 -53	-0.5%	-$8.05K	0.06%	228
2022 Q4	$1.59M	Buy	10,053 +53	+0.5%	+$7.89K	0.06%	233
2022 Q3	$1.37M	Buy	10,000 +9,999	+999,900%	+$1.36M	0.06%	238
2022 Q2	$0	Buy	+1	New	+$133	﹤0.01%	1169
2020 Q1	–	Sell	-385	Closed	-$40K	–	1023
2019 Q4	$40K	Hold	385	–	–	﹤0.01%	636
2019 Q3	$42K	Buy	+385	New	+$42.9K	﹤0.01%	623
2018 Q4	–	Sell	-150	Closed	-$15K	–	1081
2018 Q3	$15K	Hold	150	–	–	﹤0.01%	781
2018 Q2	$16K	Sell	150 -150	-50%	-$16.8K	﹤0.01%	779
2018 Q1	$37K	Hold	300	–	–	﹤0.01%	667
2017 Q4	$37K	Hold	300	–	–	﹤0.01%	622
2017 Q3	$31K	Hold	300	–	–	﹤0.01%	629
2017 Q2	$35K	Hold	300	–	–	﹤0.01%	600
2017 Q1	$39K	Hold	300	–	–	﹤0.01%	575
2016 Q4	$38K	Hold	300	–	–	﹤0.01%	580
2016 Q3	$41K	Hold	300	–	–	﹤0.01%	553
2016 Q2	$46K	Hold	300	–	–	0.01%	533
2016 Q1	$39K	Hold	300	–	–	﹤0.01%	565
2015 Q4	$37K	Hold	300	–	–	﹤0.01%	576
2015 Q3	$34K	Hold	300	–	–	﹤0.01%	590
2015 Q2	$33K	Hold	300	–	–	﹤0.01%	609
2015 Q1	$35K	Hold	300	–	–	﹤0.01%	598
2014 Q4	$30K	Hold	300	–	–	﹤0.01%	627
2014 Q3	$30K	Hold	300	–	–	﹤0.01%	623
2014 Q2	$32K	Hold	300	–	–	﹤0.01%	618
2014 Q1	$29K	Hold	300	–	–	﹤0.01%	646
2013 Q4	$31K	Buy	300 +150	+100%	+$15.9K	﹤0.01%	602
2013 Q3	$16K	Hold	150	–	–	﹤0.01%	710
2013 Q2	$15K	Buy	+150	New	+$15.3K	﹤0.01%	700

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

WhitTier Trust Company's SJM Position: Q2 2026 in Review

WhitTier Trust Company reduced its J.M. Smucker (SJM) stake by 0.03% in Q2 2026, selling an estimated $306 and leaving 10,013 shares worth $1.13M. The position accounts for 0.02% of the portfolio, ranked #290.

WhitTier Trust Company first reported a position in SJM in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.59M in Q4 2022. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

WhitTier Trust Company held 10,013 shares of J.M. Smucker worth $1.13M as of Q2 2026.
WhitTier Trust Company sold 3 J.M. Smucker shares in Q2 2026, an estimated $306.
J.M. Smucker made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #290 holding.
WhitTier Trust Company first reported a position in J.M. Smucker in Q2 2013 and has held it in 41 quarters since.
WhitTier Trust Company's J.M. Smucker position peaked at $1.59M in Q4 2022.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.