Wilmington Savings Fund Society’s J.M. Smucker SJM Stock Holding History

Wilmington Savings Fund Society’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	$441K	Hold	3,922	–	–	0.01%	443
2026 Q1	$378K	Sell	3,922 -1,150	-23%	-$120K	0.01%	466
2025 Q4	$496K	Sell	5,072 -125	-2%	-$12.9K	0.01%	425
2025 Q3	$564K	Sell	5,197 -166	-3%	-$18K	0.01%	389
2025 Q2	$527K	Buy	5,363 +37	+0.7%	+$4.07K	0.01%	567
2025 Q1	$631K	Sell	5,326 -222	-4%	-$24K	0.01%	526
2024 Q4	$611K	Sell	5,548 -86	-2%	-$9.89K	0.01%	531
2024 Q3	$682K	Buy	+5,634	New	+$664K	0.01%	496
2023 Q3	–	Sell	-1,435	Closed	-$212K	–	370
2023 Q2	$212K	Hold	1,435	–	–	0.01%	352
2023 Q1	$226K	Hold	1,435	–	–	0.01%	330
2022 Q4	$227K	Sell	1,435 -1,346	-48%	-$201K	0.01%	332
2022 Q3	$383K	Hold	2,781	–	–	0.02%	271
2022 Q2	$356K	Sell	2,781 -985	-26%	-$131K	0.02%	292
2022 Q1	$510K	Sell	3,766 -24	-0.6%	-$3.27K	0.02%	268
2021 Q4	$514K	Sell	3,790 -72	-2%	-$9.18K	0.02%	280
2021 Q3	$464K	Hold	3,862	–	–	0.02%	287
2021 Q2	$501K	Sell	3,862 -61	-2%	-$8.1K	0.02%	279
2021 Q1	$497K	Sell	3,923 -445	-10%	-$52.5K	0.02%	276
2020 Q4	$505K	Hold	4,368	–	–	0.02%	276
2020 Q3	$505K	Buy	4,368 +82	+2%	+$9.14K	0.02%	266
2020 Q2	$454K	Hold	4,286	–	–	0.02%	268
2020 Q1	$476K	Sell	4,286 -395	-8%	-$42.2K	0.03%	249
2019 Q4	$487K	Buy	4,681 +345	+8%	+$36.5K	0.02%	255
2019 Q3	$477K	Sell	4,336 -50	-1%	-$5.57K	0.03%	255
2019 Q2	$505K	Sell	4,386 -119	-3%	-$14.5K	0.03%	252
2019 Q1	$525K	Sell	4,505 -841	-16%	-$87.9K	0.03%	248
2018 Q4	$500K	Sell	5,346 -25	-0.5%	-$2.61K	0.03%	244
2018 Q3	$551K	Sell	5,371 -770	-13%	-$84.1K	0.03%	244
2018 Q2	$660K	Sell	6,141 -625	-9%	-$70.2K	0.04%	229
2018 Q1	$839K	Sell	6,766 -133	-2%	-$16.6K	0.05%	209
2017 Q4	$858K	Sell	6,899 -650	-9%	-$72.2K	0.05%	214
2017 Q3	$792K	Sell	7,549 -158	-2%	-$18K	0.05%	219
2017 Q2	$912K	Sell	7,707 -1,400	-15%	-$177K	0.05%	208
2017 Q1	$1.19M	Sell	9,107 -690	-7%	-$93.8K	0.07%	191
2016 Q4	$1.25M	Buy	9,797 +110	+1%	+$14.3K	0.08%	191
2016 Q3	$1.31M	Sell	9,687 -800	-8%	-$117K	0.08%	189
2016 Q2	$1.6M	Buy	10,487 +1,059	+11%	+$141K	0.1%	180
2016 Q1	$1.22M	Hold	9,428	–	–	0.08%	195
2015 Q4	$1.16M	Sell	9,428 -1,209	-11%	-$144K	0.07%	202
2015 Q3	$1.21M	Sell	10,637 -50	-0.5%	-$5.58K	0.08%	195
2015 Q2	$1.16M	Hold	10,687	–	–	0.07%	204
2015 Q1	$1.24M	Sell	10,687 -1,040	-9%	-$114K	0.07%	198
2014 Q4	$1.18M	Sell	11,727 -301	-3%	-$30.5K	0.07%	202
2014 Q3	$1.19M	Sell	12,028 -285	-2%	-$29.2K	0.07%	210
2014 Q2	$1.31M	Sell	12,313 -4,487	-27%	-$450K	0.07%	211
2014 Q1	$1.63M	Sell	16,800 -21,638	-56%	-$2.1M	0.09%	201
2013 Q4	$3.98M	Sell	38,438 -1,843	-5%	-$195K	0.22%	122
2013 Q3	$4.23M	Sell	40,281 -471	-1%	-$51K	0.26%	105
2013 Q2	$4.2M	Buy	+40,752	New	+$4.15M	0.27%	105

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

Wilmington Savings Fund Society's SJM Position: Q2 2026 in Review

Wilmington Savings Fund Society held its J.M. Smucker (SJM) position steady in Q2 2026 at 3,922 shares worth $441K. The position accounts for 0.01% of the portfolio, ranked #443.

Wilmington Savings Fund Society first reported a position in SJM in Q2 2013 and has held it in 49 quarters since. The position peaked at $4.23M in Q3 2013. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Wilmington Savings Fund Society held 3,922 shares of J.M. Smucker worth $441K as of Q2 2026.
Wilmington Savings Fund Society left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #443 holding.
Wilmington Savings Fund Society first reported a position in J.M. Smucker in Q2 2013 and has held it in 49 quarters since.
Wilmington Savings Fund Society's J.M. Smucker position peaked at $4.23M in Q3 2013.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.