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Abundance Wealth Counselors’s J.M. Smucker SJM Stock Holding History

Abundance Wealth Counselors’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 		$3.8M Buy
33,819
+26,109
+339% +$2.66M 0.25% 58
2026
Q1 		$744K Buy
7,710
+59
+0.8% +$6.18K 0.11% 123
2025
Q4 		$748K Buy
+7,651
New +$791K 0.13% 109
2024
Q2 		– Sell
-14,569
Closed -$1.83M – 133
2024
Q1 		$1.83M Buy
14,569
+1,430
+11% +$181K 0.42% 37
2023
Q4 		$1.66M Sell
13,139
-1,943
-13% -$225K 0.43% 39
2023
Q3 		$1.85M Buy
+15,082
New +$2.14M 0.53% 31
2023
Q2 		– Sell
-16,167
Closed -$2.54M – 131
2023
Q1 		$2.54M Sell
16,167
-607
-4% -$92.2K 0.64% 20
2022
Q4 		$2.66M Buy
16,774
+703
+4% +$105K 0.72% 19
2022
Q3 		$2.21M Buy
16,071
+280
+2% +$38.2K 0.63% 20
2022
Q2 		$2.02M Buy
15,791
+1,252
+9% +$167K 0.55% 24
2022
Q1 		$1.97M Buy
14,539
+1,826
+14% +$249K 0.53% 27
2021
Q4 		$1.73M Buy
+12,713
New +$1.62M 0.44% 29
2021
Q3 		– Sell
-11,103
Closed -$1.44M – 99
2021
Q2 		$1.44M Buy
11,103
+10,424
+1,535% +$1.38M 0.37% 33
2021
Q1 		$86K Buy
+679
New +$80.2K 0.02% 130

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 40.89% 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

Abundance Wealth Counselors's SJM Position: Q2 2026 in Review

Abundance Wealth Counselors increased its J.M. Smucker (SJM) stake by 339% in Q2 2026, buying an estimated $2.66M and bringing the position to 33,819 shares worth $3.8M. The position accounts for 0.25% of the portfolio, ranked #58.

Abundance Wealth Counselors first reported a position in SJM in Q1 2021 and has held it in 14 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Abundance Wealth Counselors held 33,819 shares of J.M. Smucker worth $3.8M as of Q2 2026.
  • Abundance Wealth Counselors bought 26,109 J.M. Smucker shares in Q2 2026, an estimated $2.66M.
  • J.M. Smucker made up 0.25% of Abundance Wealth Counselors's portfolio in Q2 2026, its #58 holding.
  • Abundance Wealth Counselors first reported a position in J.M. Smucker in Q1 2021 and has held it in 14 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.