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

Alpha Omega 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 		$982K Hold
8,732
– – 0.15% 123
2026
Q1 		$842K Sell
8,732
-185
-2% -$19.4K 0.14% 128
2025
Q4 		$872K Sell
8,917
-100
-1% -$10.3K 0.14% 127
2025
Q3 		$979K Sell
9,017
-952
-10% -$103K 0.16% 118
2025
Q2 		$979K Sell
9,969
-48
-0.5% -$5.28K 0.18% 118
2025
Q1 		$1.19M Hold
10,017
– – 0.23% 102
2024
Q4 		$1.1M Sell
10,017
-104
-1% -$12K 0.21% 106
2024
Q3 		$1.23M Sell
10,121
-187
-2% -$22K 0.23% 104
2024
Q2 		$1.12M Sell
10,308
-108
-1% -$12.2K 0.21% 107
2024
Q1 		$1.31M Hold
10,416
– – 0.24% 99
2023
Q4 		$1.32M Hold
10,416
– – 0.22% 94
2023
Q3 		$1.28M Sell
10,416
-118
-1% -$16.8K 0.22% 93
2023
Q2 		$1.56M Sell
10,534
-321
-3% -$49K 0.26% 91
2023
Q1 		$1.71M Sell
10,855
-210
-2% -$31.9K 0.3% 88
2022
Q4 		$1.75M Sell
11,065
-120
-1% -$17.9K 0.31% 85
2022
Q3 		$1.54M Hold
11,185
– – 0.29% 88
2022
Q2 		$1.43M Sell
11,185
-5
-0% -$667 0.26% 91
2022
Q1 		$1.51M Sell
11,190
-162
-1% -$22.1K 0.24% 95
2021
Q4 		$1.62M Sell
11,352
-38
-0.3% -$4.85K 0.25% 92
2021
Q3 		$1.37M Buy
11,390
+377
+3% +$47.9K 0.22% 97
2021
Q2 		$1.43M Sell
11,013
-117
-1% -$15.5K 0.23% 97
2021
Q1 		$1.41M Sell
11,130
-221
-2% -$26.1K 0.25% 94
2020
Q4 		$1.31M Sell
11,351
-268
-2% -$31.1K 0.22% 91
2020
Q3 		$1.34M Sell
11,619
-217
-2% -$24.2K 0.19% 83
2020
Q2 		$1.25M Hold
11,836
– – 0.19% 82
2020
Q1 		$1.31M Buy
11,836
+3
+0% +$321 0.24% 72
2019
Q4 		$1.23M Sell
11,833
-1,230
-9% -$130K 0.2% 87
2019
Q3 		$1.39M Buy
+13,063
New +$1.46M 0.23% 84

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

Alpha Omega Wealth Management's SJM Position: Q2 2026 in Review

Alpha Omega Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 8,732 shares worth $982K. The position accounts for 0.15% of the portfolio, ranked #123.

Alpha Omega Wealth Management first reported a position in SJM in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.75M in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Alpha Omega Wealth Management held 8,732 shares of J.M. Smucker worth $982K as of Q2 2026.
  • Alpha Omega Wealth Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up 0.15% of Alpha Omega Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Alpha Omega Wealth Management first reported a position in J.M. Smucker in Q3 2019 and has held it in 28 quarters since.
  • Alpha Omega Wealth Management's J.M. Smucker position peaked at $1.75M in Q4 2022.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Alpha Omega Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.