Y-Intercept (HK)’s J.M. Smucker SJM Stock Holding History

Y-Intercept (HK)’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	$531K	Sell	4,717 -37,496	-89%	-$3.82M	0.01%	1302
2026 Q1	$4.07M	Buy	+42,213	New	+$4.42M	0.08%	411
2025 Q3	–	Sell	-13,338	Closed	-$1.31M	–	1997
2025 Q2	$1.31M	Buy	+13,338	New	+$1.47M	0.03%	804
2025 Q1	–	Sell	-5,938	Closed	-$654K	–	1568
2024 Q4	$654K	Buy	+5,938	New	+$683K	0.04%	607
2024 Q3	–	Sell	-12,384	Closed	-$1.35M	–	1764
2024 Q2	$1.35M	Buy	+12,384	New	+$1.4M	0.07%	370
2023 Q4	–	Sell	-21,556	Closed	-$2.65M	–	1609
2023 Q3	$2.65M	Buy	+21,556	New	+$3.06M	0.26%	88
2023 Q2	–	Sell	-3,297	Closed	-$519K	–	1683
2023 Q1	$519K	Buy	+3,297	New	+$501K	0.06%	512
2022 Q3	–	Sell	-2,795	Closed	-$358K	–	1243
2022 Q2	$358K	Buy	2,795 +1,149	+70%	+$153K	0.05%	529
2022 Q1	$223K	Buy	+1,646	New	+$224K	0.05%	572
2021 Q3	–	Sell	-5,914	Closed	-$766K	–	881
2021 Q2	$766K	Buy	5,914 +3,715	+169%	+$493K	0.19%	151
2021 Q1	$283K	Buy	+2,199	New	+$260K	0.08%	428

Other funds holding SJM

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

CSI

Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Y-Intercept (HK)'s SJM Position: Q2 2026 in Review

Y-Intercept (HK) reduced its J.M. Smucker (SJM) stake by 89% in Q2 2026, selling an estimated $3.82M and leaving 4,717 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #1302.

Y-Intercept (HK) first reported a position in SJM in Q1 2021 and has held it in 11 quarters since. The position peaked at $4.07M in Q1 2026. 164 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Y-Intercept (HK) held 4,717 shares of J.M. Smucker worth $531K as of Q2 2026.
Y-Intercept (HK) sold 37,496 J.M. Smucker shares in Q2 2026, an estimated $3.82M.
J.M. Smucker made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1302 holding.
Y-Intercept (HK) first reported a position in J.M. Smucker in Q1 2021 and has held it in 11 quarters since.
Y-Intercept (HK)'s J.M. Smucker position peaked at $4.07M in Q1 2026.
164 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.