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

AE 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 		$6.78M Buy
60,254
+6,156
+11% +$627K 0.03% 367
2026
Q1 		$5.22M Buy
54,098
+10,034
+23% +$1.05M 0.03% 409
2025
Q4 		$4.31M Buy
44,064
+4,312
+11% +$446K 0.02% 430
2025
Q3 		$4.32M Buy
39,752
+4,666
+13% +$507K 0.03% 390
2025
Q2 		$3.45M Buy
35,086
+2,350
+7% +$258K 0.03% 420
2025
Q1 		$3.88M Buy
32,736
+3,967
+14% +$428K 0.03% 395
2024
Q4 		$3.17M Buy
28,769
+5,999
+26% +$690K 0.03% 436
2024
Q3 		$2.76M Buy
+22,770
New +$2.68M 0.03% 451
2024
Q1 		– Sell
-17,185
Closed -$2.26M – 1847
2023
Q4 		$2.26M Buy
17,185
+1,081
+7% +$125K 0.01% 860
2023
Q3 		$1.98M Buy
16,104
+651
+4% +$92.5K 0.01% 856
2023
Q2 		$2.28M Buy
15,453
+461
+3% +$70.3K 0.01% 807
2023
Q1 		$2.36M Sell
14,992
-762
-5% -$116K 0.02% 744
2022
Q4 		$2.5M Buy
15,754
+842
+6% +$125K 0.02% 671
2022
Q3 		$2.05M Buy
14,912
+802
+6% +$109K 0.02% 695
2022
Q2 		$1.81M Buy
14,110
+130
+0.9% +$17.3K 0.01% 703
2022
Q1 		$1.89M Buy
13,980
+1,359
+11% +$185K 0.01% 716
2021
Q4 		$1.71M Buy
12,621
+784
+7% +$100K 0.01% 745
2021
Q3 		$1.42M Sell
11,837
-11,621
-50% -$1.48M 0.01% 764
2021
Q2 		$3.04M Buy
23,458
+16,299
+228% +$2.16M 0.03% 504
2021
Q1 		$906K Buy
7,159
+288
+4% +$34K 0.01% 807
2020
Q4 		$794K Buy
6,871
+1,542
+29% +$179K 0.01% 786
2020
Q3 		$616K Buy
5,329
+1,126
+27% +$126K 0.01% 805
2020
Q2 		$445K Buy
4,203
+517
+14% +$58.1K 0.01% 915
2020
Q1 		$409K Sell
3,686
-329
-8% -$35.2K 0.01% 748
2019
Q4 		$418K Buy
4,015
+824
+26% +$87.2K 0.01% 791
2019
Q3 		$351K Buy
+3,191
New +$356K 0.01% 722

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

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

AE Wealth Management increased its J.M. Smucker (SJM) stake by 11% in Q2 2026, buying an estimated $627K and bringing the position to 60,254 shares worth $6.78M. The position accounts for 0.03% of the portfolio, ranked #367.

AE Wealth Management first reported a position in SJM in Q3 2019 and has held it in 26 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • AE Wealth Management held 60,254 shares of J.M. Smucker worth $6.78M as of Q2 2026.
  • AE Wealth Management bought 6,156 J.M. Smucker shares in Q2 2026, an estimated $627K.
  • J.M. Smucker made up 0.03% of AE Wealth Management's portfolio in Q2 2026, its #367 holding.
  • AE Wealth Management first reported a position in J.M. Smucker in Q3 2019 and has held it in 26 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.