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Action Point Financial Planning’s J.M. Smucker SJM Stock Holding History

Action Point Financial Planning’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 		$17.4K Buy
+156
New +$15.9K ﹤0.01% 1185

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 40.91% 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

Action Point Financial Planning's SJM Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in J.M. Smucker (SJM) in Q2 2026: 156 shares worth $17.4K. The stake represents ﹤0.01% of the portfolio and ranks #1185 among its holdings.

880 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Action Point Financial Planning held 156 shares of J.M. Smucker worth $17.4K as of Q2 2026.
  • J.M. Smucker was a new Action Point Financial Planning position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1185 holding.
  • 880 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.