SJM
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 2.03 | EPS (TTM) | -11.79 |
| Dividend | 4.62% |
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC | 6.7M | n/a | n/a |
| BlackRock, Inc. | 6.7M | 0.0% | −21% |
| State Street | 6.5M | 0.0% | −10% |
| UBS Group AG | 6.0M | 0.1% | +53% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.9M | n/a | n/a |
| Dimensional Fund Advisors | 3.9M | 0.1% | +16% |
Top institutional owners for SJM as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
| Date | Insider | Action | Shares | $ value |
|---|---|---|---|---|
| SEP 02 | SMUCKER MARK T | SELL | 85K | −$11M |
| SEP 02 | Ferguson Robert D | SELL | 3K | −$334K |
| AUG 31 | Marshall Tucker H | SELL | 11K | −$1M |
| JUN 25 | Marshall Tucker H | SELL | 4K | −$403K |
| JUN 12 | Knudsen Jeannette L | SELL | 6K | −$645K |
0 insider buys, 5 sells in the last 180 days. Scheduled 10b5-1 sales are pre-programmed and neutral; discretionary clusters are the tape worth reading. Cross-reference with the signal stack above for context.
§ 08 · COVERAGE · OUR RECENT NOTES
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