X
SJM icon

Xponance’s J.M. Smucker SJM Stock Holding History

Xponance’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 		$3.15M Sell
27,968
-7,908
-22% -$805K 0.02% 484
2026
Q1 		$3.46M Buy
35,876
+20,952
+140% +$2.19M 0.02% 434
2025
Q4 		$1.46M Buy
14,924
+922
+7% +$95.3K 0.01% 606
2025
Q3 		$1.52M Sell
14,002
-771
-5% -$83.7K 0.01% 605
2025
Q2 		$1.45M Buy
14,773
+353
+2% +$38.8K 0.01% 609
2025
Q1 		$1.71M Buy
14,420
+263
+2% +$28.4K 0.02% 553
2024
Q4 		$1.56M Sell
14,157
-386
-3% -$44.4K 0.01% 587
2024
Q3 		$1.76M Buy
14,543
+287
+2% +$33.8K 0.02% 550
2024
Q2 		$1.55M Sell
14,256
-123
-0.9% -$13.9K 0.02% 555
2024
Q1 		$1.81M Buy
14,379
+908
+7% +$115K 0.02% 546
2023
Q4 		$1.7M Sell
13,471
-382
-3% -$44.3K 0.02% 515
2023
Q3 		$1.7M Buy
13,853
+85
+0.6% +$12.1K 0.02% 504
2023
Q2 		$2.03M Sell
13,768
-102
-0.7% -$15.6K 0.03% 465
2023
Q1 		$2.18M Buy
13,870
+474
+4% +$72K 0.03% 438
2022
Q4 		$2.12M Buy
13,396
+1,906
+17% +$284K 0.03% 426
2022
Q3 		$1.58M Buy
11,490
+1,551
+16% +$211K 0.03% 442
2022
Q2 		$1.27M Buy
9,939
+2,131
+27% +$284K 0.03% 508
2022
Q1 		$1.06M Buy
7,808
+259
+3% +$35.3K 0.02% 576
2021
Q4 		$1.02M Buy
7,549
+1,272
+20% +$162K 0.02% 595
2021
Q3 		$753K Sell
6,277
-470
-7% -$59.8K 0.01% 695
2021
Q2 		$874K Buy
6,747
+458
+7% +$60.8K 0.02% 652
2021
Q1 		$796K Sell
6,289
-217
-3% -$25.6K 0.02% 563
2020
Q4 		$752K Sell
6,506
-18,779
-74% -$2.18M 0.02% 567
2020
Q3 		$2.92M Sell
25,285
-4,363
-15% -$486K 0.07% 217
2020
Q2 		$3.14M Buy
+29,648
New +$3.33M 0.08% 204

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Xponance's SJM Position: Q2 2026 in Review

Xponance reduced its J.M. Smucker (SJM) stake by 22% in Q2 2026, selling an estimated $805K and leaving 27,968 shares worth $3.15M. The position accounts for 0.02% of the portfolio, ranked #484.

Xponance first reported a position in SJM in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.46M in Q1 2026. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Xponance held 27,968 shares of J.M. Smucker worth $3.15M as of Q2 2026.
  • Xponance sold 7,908 J.M. Smucker shares in Q2 2026, an estimated $805K.
  • J.M. Smucker made up 0.02% of Xponance's portfolio in Q2 2026, its #484 holding.
  • Xponance first reported a position in J.M. Smucker in Q2 2020 and has held it in 25 quarters since.
  • Xponance's J.M. Smucker position peaked at $3.46M in Q1 2026.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.