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AlphaCore Capital’s J.M. Smucker SJM Stock Holding History

AlphaCore Capital’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 		$386K Sell
3,430
-171
-5% -$17.4K 0.01% 803
2026
Q1 		$347K Sell
3,601
-523
-13% -$54.8K 0.01% 653
2025
Q4 		$403K Buy
+4,124
New +$426K 0.01% 683

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

AlphaCore Capital's SJM Position: Q2 2026 in Review

AlphaCore Capital reduced its J.M. Smucker (SJM) stake by 4.7% in Q2 2026, selling an estimated $17.4K and leaving 3,430 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #803.

AlphaCore Capital first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. The position peaked at $403K in Q4 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • AlphaCore Capital held 3,430 shares of J.M. Smucker worth $386K as of Q2 2026.
  • AlphaCore Capital sold 171 J.M. Smucker shares in Q2 2026, an estimated $17.4K.
  • J.M. Smucker made up 0.01% of AlphaCore Capital's portfolio in Q2 2026, its #803 holding.
  • AlphaCore Capital first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • AlphaCore Capital's J.M. Smucker position peaked at $403K in Q4 2025.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.