Whittier Trust’s J.M. Smucker SJM Stock Holding History

Whittier Trust’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	$80.1K	Hold	717	–	–	﹤0.01%	793
2026 Q1	$68.3K	Hold	717	–	–	﹤0.01%	783
2025 Q4	$68.8K	Hold	717	–	–	﹤0.01%	806
2025 Q3	$77.7K	Hold	717	–	–	﹤0.01%	760
2025 Q2	$70.4K	Sell	717 -1	-0.1%	-$110	﹤0.01%	874
2025 Q1	$85K	Sell	718 -199	-22%	-$21.5K	﹤0.01%	813
2024 Q4	$101K	Hold	917	–	–	﹤0.01%	792
2024 Q3	$111K	Sell	917 -50	-5%	-$5.89K	﹤0.01%	767
2024 Q2	$105K	Hold	967	–	–	﹤0.01%	760
2024 Q1	$122K	Hold	967	–	–	﹤0.01%	752
2023 Q4	$122K	Sell	967 -328	-25%	-$38K	﹤0.01%	730
2023 Q3	$159K	Buy	1,295 +10	+0.8%	+$1.42K	﹤0.01%	666
2023 Q2	$190K	Hold	1,285	–	–	﹤0.01%	639
2023 Q1	$202K	Sell	1,285 -864	-40%	-$131K	﹤0.01%	659
2022 Q4	$341K	Buy	2,149 +838	+64%	+$125K	0.01%	532
2022 Q3	$180K	Hold	1,311	–	–	﹤0.01%	661
2022 Q2	$168K	Buy	1,311 +10	+0.8%	+$1.33K	﹤0.01%	685
2022 Q1	$176K	Buy	1,301 +8	+0.6%	+$1.09K	﹤0.01%	699
2021 Q4	$175K	Hold	1,293	–	–	﹤0.01%	697
2021 Q3	$155K	Hold	1,293	–	–	﹤0.01%	689
2021 Q2	$167K	Hold	1,293	–	–	﹤0.01%	687
2021 Q1	$164K	Sell	1,293 -116	-8%	-$13.7K	﹤0.01%	675
2020 Q4	$163K	Hold	1,409	–	–	﹤0.01%	629
2020 Q3	$163K	Hold	1,409	–	–	﹤0.01%	612
2020 Q2	$149K	Hold	1,409	–	–	﹤0.01%	600
2020 Q1	$156K	Sell	1,409 -26	-2%	-$2.78K	0.01%	570
2019 Q4	$150K	Buy	1,435 +265	+23%	+$28.1K	﹤0.01%	613
2019 Q3	$129K	Hold	1,170	–	–	﹤0.01%	630
2019 Q2	$135K	Hold	1,170	–	–	﹤0.01%	603
2019 Q1	$136K	Buy	1,170 +15	+1%	+$1.57K	﹤0.01%	597
2018 Q4	$108K	Hold	1,155	–	–	﹤0.01%	623
2018 Q3	$118K	Sell	1,155 -1	-0.1%	-$109	﹤0.01%	609
2018 Q2	$124K	Hold	1,156	–	–	﹤0.01%	589
2018 Q1	$144K	Buy	1,156 +505	+78%	+$63.1K	﹤0.01%	567
2017 Q4	$81K	Hold	651	–	–	﹤0.01%	660
2017 Q3	$68K	Hold	651	–	–	﹤0.01%	678
2017 Q2	$77K	Hold	651	–	–	﹤0.01%	623
2017 Q1	$85K	Hold	651	–	–	﹤0.01%	619
2016 Q4	$84K	Buy	651 +1	+0.2%	+$130	﹤0.01%	621
2016 Q3	$88K	Hold	650	–	–	﹤0.01%	601
2016 Q2	$99K	Hold	650	–	–	﹤0.01%	588
2016 Q1	$84K	Hold	650	–	–	﹤0.01%	623
2015 Q4	$81K	Hold	650	–	–	﹤0.01%	629
2015 Q3	$74K	Hold	650	–	–	﹤0.01%	638
2015 Q2	$71K	Buy	650 +200	+44%	+$23.1K	﹤0.01%	674
2015 Q1	$52K	Hold	450	–	–	﹤0.01%	713
2014 Q4	$45K	Hold	450	–	–	﹤0.01%	670
2014 Q3	$45K	Hold	450	–	–	﹤0.01%	666
2014 Q2	$48K	Hold	450	–	–	﹤0.01%	657
2014 Q1	$44K	Hold	450	–	–	﹤0.01%	678
2013 Q4	$47K	Sell	450 -102	-18%	-$10.8K	﹤0.01%	683
2013 Q3	$58K	Hold	552	–	–	﹤0.01%	639
2013 Q2	$57K	Buy	+552	New	+$56.2K	﹤0.01%	631

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 40.91% 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's SJM Position: Q2 2026 in Review

Whittier Trust held its J.M. Smucker (SJM) position steady in Q2 2026 at 717 shares worth $80.1K. The position accounts for ﹤0.01% of the portfolio, ranked #793.

Whittier Trust first reported a position in SJM in Q2 2013 and has held it in 53 quarters since. The position peaked at $341K in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Whittier Trust held 717 shares of J.M. Smucker worth $80.1K as of Q2 2026.
Whittier Trust left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #793 holding.
Whittier Trust first reported a position in J.M. Smucker in Q2 2013 and has held it in 53 quarters since.
Whittier Trust's J.M. Smucker position peaked at $341K in Q4 2022.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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