APW
SJM icon

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

Aventura 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 		$11.8K Hold
105
– – ﹤0.01% 569
2026
Q1 		$10.1K Buy
105
+1
+1% +$105 ﹤0.01% 541
2025
Q4 		$10.2K Buy
104
+1
+1% +$103 ﹤0.01% 504
2025
Q3 		$11.2K Buy
103
+1
+1% +$109 ﹤0.01% 481
2025
Q2 		$10K Buy
102
+1
+1% +$110 ﹤0.01% 463
2025
Q1 		$11.9K Buy
101
+1
+1% +$108 0.01% 425
2024
Q4 		$11K Buy
+100
New +$11.5K 0.01% 425

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

Aventura Private Wealth's SJM Position: Q2 2026 in Review

Aventura Private Wealth held its J.M. Smucker (SJM) position steady in Q2 2026 at 105 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Aventura Private Wealth first reported a position in SJM in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.9K in Q1 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Aventura Private Wealth held 105 shares of J.M. Smucker worth $11.8K as of Q2 2026.
  • Aventura Private Wealth left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Aventura Private Wealth's portfolio in Q2 2026, its #569 holding.
  • Aventura Private Wealth first reported a position in J.M. Smucker in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's J.M. Smucker position peaked at $11.9K in Q1 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.