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Ashton Thomas Private Wealth’s J.M. Smucker SJM Stock Holding History

Ashton Thomas Private Wealth’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 		$496K Sell
4,407
-10,391
-70% -$1.06M 0.01% 785
2026
Q1 		$1.43M Buy
14,798
+2,356
+19% +$247K 0.03% 441
2025
Q4 		$1.22M Sell
12,442
-45,557
-79% -$4.71M 0.03% 438
2025
Q3 		$6.3M Buy
57,999
+34,800
+150% +$3.78M 0.16% 149
2025
Q2 		$2.28M Buy
23,199
+10,396
+81% +$1.14M 0.08% 254
2025
Q1 		$1.52M Buy
12,803
+9,154
+251% +$989K 0.06% 302
2024
Q4 		$402K Buy
+3,649
New +$420K 0.02% 578
2024
Q3 		– Sell
-130
Closed -$14.2K – 1624
2024
Q2 		$14.2K Buy
+130
New +$14.7K ﹤0.01% 1244
2023
Q3 		– Sell
-1,925
Closed -$284K – 600
2023
Q2 		$284K Buy
+1,925
New +$294K 0.02% 487
2022
Q4 		– Sell
-1,487
Closed -$204K – 494
2022
Q3 		$204K Sell
1,487
-4,265
-74% -$581K 0.02% 434
2022
Q2 		$736K Sell
5,752
-2,456
-30% -$328K 0.08% 249
2022
Q1 		$1.11M Buy
8,208
+1,081
+15% +$147K 0.1% 232
2021
Q4 		$968K Buy
7,127
+1,154
+19% +$147K 0.09% 241
2021
Q3 		$717K Buy
5,973
+802
+16% +$102K 0.1% 213
2021
Q2 		$670K Sell
5,171
-5,671
-52% -$753K 0.1% 219
2021
Q1 		$1.37M Buy
10,842
+4,697
+76% +$554K 0.23% 104
2020
Q4 		$710K Buy
+6,145
New +$714K 0.14% 192
2019
Q4 		– Sell
-2,578
Closed -$284K – 240
2019
Q3 		$284K Buy
2,578
+164
+7% +$18.3K 0.12% 154
2019
Q2 		$278K Buy
+2,414
New +$295K 0.11% 149

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

Ashton Thomas Private Wealth's SJM Position: Q2 2026 in Review

Ashton Thomas Private Wealth reduced its J.M. Smucker (SJM) stake by 70% in Q2 2026, selling an estimated $1.06M and leaving 4,407 shares worth $496K. The position accounts for 0.01% of the portfolio, ranked #785.

Ashton Thomas Private Wealth first reported a position in SJM in Q2 2019 and has held it in 19 quarters since. The position peaked at $6.3M in Q3 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Ashton Thomas Private Wealth held 4,407 shares of J.M. Smucker worth $496K as of Q2 2026.
  • Ashton Thomas Private Wealth sold 10,391 J.M. Smucker shares in Q2 2026, an estimated $1.06M.
  • J.M. Smucker made up 0.01% of Ashton Thomas Private Wealth's portfolio in Q2 2026, its #785 holding.
  • Ashton Thomas Private Wealth first reported a position in J.M. Smucker in Q2 2019 and has held it in 19 quarters since.
  • Ashton Thomas Private Wealth's J.M. Smucker position peaked at $6.3M in Q3 2025.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.