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Yousif Capital Management’s J.M. Smucker SJM Stock Holding History

Yousif Capital Management’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 		$7.74M Sell
68,775
-1,298
-2% -$132K 0.09% 205
2026
Q1 		$6.76M Buy
70,073
+3,617
+5% +$379K 0.08% 235
2025
Q4 		$6.86M Sell
66,456
-2,840
-4% -$294K 0.08% 240
2025
Q3 		$7.53M Buy
69,296
+1,241
+2% +$135K 0.08% 225
2025
Q2 		$6.68M Sell
68,055
-3,549
-5% -$390K 0.07% 253
2025
Q1 		$8.48M Buy
71,604
+12,846
+22% +$1.39M 0.1% 185
2024
Q4 		$6.47M Sell
58,758
-7,677
-12% -$883K 0.07% 254
2024
Q3 		$8.05M Buy
66,435
+1,281
+2% +$151K 0.09% 216
2024
Q2 		$7.1M Sell
65,154
-1,900
-3% -$215K 0.08% 225
2024
Q1 		$8.44M Buy
67,054
+4,502
+7% +$570K 0.09% 204
2023
Q4 		$7.91M Sell
62,552
-1,567
-2% -$182K 0.09% 198
2023
Q3 		$7.88M Buy
64,119
+1,766
+3% +$251K 0.1% 186
2023
Q2 		$9.21M Buy
62,353
+4,828
+8% +$736K 0.11% 166
2023
Q1 		$9.05M Buy
57,525
+36,939
+179% +$5.61M 0.12% 163
2022
Q4 		$3.26M Buy
20,586
+4,425
+27% +$659K 0.04% 479
2022
Q3 		$2.22M Sell
16,161
-5,492
-25% -$748K 0.03% 667
2022
Q2 		$2.77M Sell
21,653
-1,360
-6% -$181K 0.04% 578
2022
Q1 		$3.12M Sell
23,013
-2,989
-11% -$407K 0.03% 608
2021
Q4 		$3.53M Buy
+26,002
New +$3.32M 0.04% 569

Other funds holding SJM

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
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
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Yousif Capital Management's SJM Position: Q2 2026 in Review

Yousif Capital Management reduced its J.M. Smucker (SJM) stake by 1.9% in Q2 2026, selling an estimated $132K and leaving 68,775 shares worth $7.74M. The position accounts for 0.09% of the portfolio, ranked #205.

Yousif Capital Management first reported a position in SJM in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.21M in Q2 2023. 156 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Yousif Capital Management held 68,775 shares of J.M. Smucker worth $7.74M as of Q2 2026.
  • Yousif Capital Management sold 1,298 J.M. Smucker shares in Q2 2026, an estimated $132K.
  • J.M. Smucker made up 0.09% of Yousif Capital Management's portfolio in Q2 2026, its #205 holding.
  • Yousif Capital Management first reported a position in J.M. Smucker in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's J.M. Smucker position peaked at $9.21M in Q2 2023.
  • 156 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.