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Arkadios Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Arkadios Wealth Advisors’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 		$426K Buy
3,787
+892
+31% +$90.9K 0.01% 1207
2026
Q1 		$279K Buy
+2,895
New +$303K ﹤0.01% 1394
2021
Q4 		– Sell
-421
Closed -$50K – 1582
2021
Q3 		$50K Sell
421
-659
-61% -$83.8K 0.01% 878
2021
Q2 		$139K Buy
1,080
+744
+221% +$98.8K 0.02% 626
2021
Q1 		$42K Buy
336
+3
+0.9% +$354 0.01% 737
2020
Q4 		$38K Buy
333
+83
+33% +$9.65K 0.01% 611
2020
Q3 		$29.5K Buy
+250
New +$27.9K 0.01% 514
2020
Q2 		– Sell
-2
Closed -$222 – 1120
2020
Q1 		$222 Buy
+2
New +$214 ﹤0.01% 1072

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

Arkadios Wealth Advisors's SJM Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its J.M. Smucker (SJM) stake by 31% in Q2 2026, buying an estimated $90.9K and bringing the position to 3,787 shares worth $426K. The position accounts for 0.01% of the portfolio, ranked #1207.

Arkadios Wealth Advisors first reported a position in SJM in Q1 2020 and has held it in 8 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Arkadios Wealth Advisors held 3,787 shares of J.M. Smucker worth $426K as of Q2 2026.
  • Arkadios Wealth Advisors bought 892 J.M. Smucker shares in Q2 2026, an estimated $90.9K.
  • J.M. Smucker made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1207 holding.
  • Arkadios Wealth Advisors first reported a position in J.M. Smucker in Q1 2020 and has held it in 8 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.