AW
SJM icon

Avion Wealth’s J.M. Smucker SJM Stock Holding History

Avion 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 		$0 Buy
+3
New +$306 ﹤0.01% 1711
2025
Q4 		– Sell
-8
Closed – – 1558
2025
Q3 		$0 Buy
8
+1
+14% +$109 ﹤0.01% 1521
2025
Q2 		$0 Sell
7
-2
-22% -$220 ﹤0.01% 1570
2025
Q1 		$0 Buy
+9
New +$972 ﹤0.01% 1334
2024
Q4 		– Sell
-5
Closed – – 1260
2024
Q3 		$0 Hold
5
– – ﹤0.01% 1302
2024
Q2 		$0 Hold
5
– – ﹤0.01% 1224
2024
Q1 		$1K Sell
5
-4
-44% -$506 ﹤0.01% 1072
2023
Q4 		$1K Buy
9
+1
+13% +$116 ﹤0.01% 958
2023
Q3 		$0 Buy
8
+5
+167% +$710 ﹤0.01% 1161
2023
Q2 		$0 Buy
+3
New +$458 ﹤0.01% 1003

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

Avion Wealth's SJM Position: Q2 2026 in Review

Avion Wealth opened a new position in J.M. Smucker (SJM) in Q2 2026: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1711 among its holdings. This is a return to the name: Avion Wealth previously reported a position in SJM as recently as Q3 2025.

Avion Wealth first reported a position in SJM in Q2 2023 and has held it in 10 quarters since. The position peaked at $1K in Q1 2024. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Avion Wealth held 3 shares of J.M. Smucker worth $0 as of Q2 2026.
  • J.M. Smucker was a new Avion Wealth position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #1711 holding.
  • Avion Wealth first reported a position in J.M. Smucker in Q2 2023 and has held it in 10 quarters since.
  • Avion Wealth's J.M. Smucker position peaked at $1K in Q1 2024.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.