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Allworth Financial’s J.M. Smucker SJM Stock Holding History

Allworth Financial’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 		$1.33M Sell
11,822
-36,148
-75% -$3.68M 0.01% 638
2026
Q1 		$4.63M Buy
47,970
+3,234
+7% +$339K 0.02% 375
2025
Q4 		$4.38M Buy
44,736
+35,269
+373% +$3.65M 0.02% 378
2025
Q3 		$1.03M Buy
9,467
+791
+9% +$85.9K ﹤0.01% 665
2025
Q2 		$852K Sell
8,676
-127
-1% -$14K ﹤0.01% 686
2025
Q1 		$1.02M Sell
8,803
-9
-0.1% -$972 0.01% 520
2024
Q4 		$900K Buy
8,812
+6,952
+374% +$800K 0.01% 562
2024
Q3 		$225K Sell
1,860
-487
-21% -$57.4K ﹤0.01% 782
2024
Q2 		$277K Sell
2,347
-21
-0.9% -$2.38K ﹤0.01% 718
2024
Q1 		$298K Sell
2,368
-278
-11% -$35.2K ﹤0.01% 669
2023
Q4 		$334K Buy
2,646
+144
+6% +$16.7K ﹤0.01% 621
2023
Q3 		$308K Sell
2,502
-29
-1% -$4.12K ﹤0.01% 600
2023
Q2 		$374K Buy
2,531
+214
+9% +$32.6K ﹤0.01% 563
2023
Q1 		$365K Sell
2,317
-13
-0.6% -$1.98K ﹤0.01% 535
2022
Q4 		$369K Buy
2,330
+192
+9% +$28.6K ﹤0.01% 516
2022
Q3 		$294K Buy
2,138
+106
+5% +$14.4K ﹤0.01% 519
2022
Q2 		$260K Sell
2,032
-129
-6% -$17.2K ﹤0.01% 508
2022
Q1 		$293K Buy
2,161
+1,316
+156% +$179K ﹤0.01% 480
2021
Q4 		$115K Buy
845
+5
+0.6% +$638 ﹤0.01% 653
2021
Q3 		$101K Buy
840
+818
+3,718% +$104K ﹤0.01% 616
2021
Q2 		$3K Sell
22
-123
-85% -$16.3K ﹤0.01% 1330
2021
Q1 		$18K Buy
145
+121
+504% +$14.3K ﹤0.01% 825
2020
Q4 		$3K Hold
24
– – ﹤0.01% 1097
2020
Q3 		$3K Hold
24
– – ﹤0.01% 951
2020
Q2 		$3K Buy
24
+2
+9% +$225 ﹤0.01% 966
2020
Q1 		$2K Hold
22
– – ﹤0.01% 1083
2019
Q4 		$2K Buy
22
+2
+10% +$212 ﹤0.01% 939
2019
Q3 		$2K Hold
20
– – ﹤0.01% 849
2019
Q2 		$2K Buy
20
+10
+100% +$1.22K ﹤0.01% 839
2019
Q1 		$1K Sell
10
-9
-47% -$941 ﹤0.01% 919
2018
Q4 		$2K Sell
19
-259
-93% -$27K ﹤0.01% 762
2018
Q3 		$28K Sell
278
-7
-2% -$764 ﹤0.01% 370
2018
Q2 		$31K Buy
285
+8
+3% +$898 ﹤0.01% 344
2018
Q1 		$34K Hold
277
– – ﹤0.01% 297
2017
Q4 		$34K Hold
277
– – ﹤0.01% 299
2017
Q3 		$29K Hold
277
– – ﹤0.01% 302
2017
Q2 		$33K Hold
277
– – ﹤0.01% 305
2017
Q1 		$36K Hold
277
– – ﹤0.01% 277
2016
Q4 		$35K Hold
277
– – ﹤0.01% 256
2016
Q3 		$38K Sell
277
-18
-6% -$2.64K ﹤0.01% 249
2016
Q2 		$45K Buy
295
+18
+6% +$2.39K 0.01% 215
2016
Q1 		$36K Hold
277
– – ﹤0.01% 241
2015
Q4 		$34K Hold
277
– – 0.01% 238
2015
Q3 		$32K Hold
277
– – 0.01% 251
2015
Q2 		$30K Buy
277
+9
+3% +$1.04K 0.01% 261
2015
Q1 		$31K Buy
+268
New +$29.4K 0.01% 254

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

Allworth Financial's SJM Position: Q2 2026 in Review

Allworth Financial reduced its J.M. Smucker (SJM) stake by 75% in Q2 2026, selling an estimated $3.68M and leaving 11,822 shares worth $1.33M. The position accounts for 0.01% of the portfolio, ranked #638.

Allworth Financial first reported a position in SJM in Q1 2015 and has held it in 46 quarters since. The position peaked at $4.63M in Q1 2026. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Allworth Financial held 11,822 shares of J.M. Smucker worth $1.33M as of Q2 2026.
  • Allworth Financial sold 36,148 J.M. Smucker shares in Q2 2026, an estimated $3.68M.
  • J.M. Smucker made up 0.01% of Allworth Financial's portfolio in Q2 2026, its #638 holding.
  • Allworth Financial first reported a position in J.M. Smucker in Q1 2015 and has held it in 46 quarters since.
  • Allworth Financial's J.M. Smucker position peaked at $4.63M in Q1 2026.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.