AssuredPartners Investment Advisors’s J.M. Smucker SJM Stock Holding History

AssuredPartners Investment 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	$670K	Buy	5,952 +1,000	+20%	+$102K	0.06%	230
2026 Q1	$472K	Sell	4,952 -2,686	-35%	-$281K	0.05%	261
2025 Q4	$747K	Buy	7,638 +4,362	+133%	+$451K	0.11%	171
2025 Q3	$356K	Buy	+3,276	New	+$356K	0.08%	181
2025 Q2	–	Sell	-5,208	Closed	-$617K	–	316
2025 Q1	$617K	Buy	5,208 +133	+3%	+$14.4K	0.12%	173
2024 Q4	$559K	Buy	+5,075	New	+$584K	0.11%	188

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AssuredPartners Investment Advisors's SJM Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its J.M. Smucker (SJM) stake by 20% in Q2 2026, buying an estimated $102K and bringing the position to 5,952 shares worth $670K. The position accounts for 0.06% of the portfolio, ranked #230.

AssuredPartners Investment Advisors first reported a position in SJM in Q4 2024 and has held it in 6 quarters since. The position peaked at $747K in Q4 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

AssuredPartners Investment Advisors held 5,952 shares of J.M. Smucker worth $670K as of Q2 2026.
AssuredPartners Investment Advisors bought 1,000 J.M. Smucker shares in Q2 2026, an estimated $102K.
J.M. Smucker made up 0.06% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #230 holding.
AssuredPartners Investment Advisors first reported a position in J.M. Smucker in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's J.M. Smucker position peaked at $747K in Q4 2025.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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