Abound Wealth Management’s J.M. Smucker SJM Stock Holding History

Abound Wealth 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	–	Sell	-10	Closed	-$972	–	1541
2026 Q1	$972	Hold	10	–	–	﹤0.01%	982
2025 Q4	$986	Hold	10	–	–	﹤0.01%	906
2025 Q3	$1.09K	Hold	10	–	–	﹤0.01%	863
2025 Q2	$990	Hold	10	–	–	﹤0.01%	803
2025 Q1	$1.19K	Sell	10 -16	-62%	-$1.73K	﹤0.01%	744
2024 Q4	$2.9K	Buy	26 +16	+160%	+$1.84K	﹤0.01%	630
2024 Q3	$1.22K	Hold	10	–	–	﹤0.01%	761
2024 Q2	$1.1K	Hold	10	–	–	﹤0.01%	715
2024 Q1	$1.27K	Sell	10 -6	-38%	-$760	﹤0.01%	745
2023 Q4	$2.03K	Hold	16	–	–	﹤0.01%	653
2023 Q3	$1.98K	Sell	16 -7	-30%	-$994	﹤0.01%	616
2023 Q2	$3.42K	Buy	23 +13	+130%	+$1.98K	﹤0.01%	566
2023 Q1	$1.59K	Hold	10	–	–	﹤0.01%	610
2022 Q4	$1.6K	Hold	10	–	–	﹤0.01%	569
2022 Q3	$1.38K	Buy	+10	New	+$1.36K	﹤0.01%	550

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

Abound Wealth Management's SJM Position: Q2 2026 in Review

Abound Wealth Management sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 10 shares — an estimated $972 sold.

Abound Wealth Management first reported a position in SJM in Q3 2022 and held it in 15 quarters. The position peaked at $3.42K in Q2 2023. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Abound Wealth Management reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Abound Wealth Management sold 10 J.M. Smucker shares in Q2 2026, an estimated $972.
Abound Wealth Management first reported a position in J.M. Smucker in Q3 2022 and held it in 15 quarters.
Abound Wealth Management's J.M. Smucker position peaked at $3.42K in Q2 2023.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.