Beacon Financial Advisory’s J.M. Smucker SJM Stock Holding History

Beacon Financial Advisory’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	$1.15M	Hold	10,224	–	–	0.23%	119
2026 Q1	$986K	Buy	+10,224	New	+$1.07M	0.22%	117

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 $3.37T AUM 44.26% 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 40.91% 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

Beacon Financial Advisory's SJM Position: Q2 2026 in Review

Beacon Financial Advisory held its J.M. Smucker (SJM) position steady in Q2 2026 at 10,224 shares worth $1.15M. The position accounts for 0.23% of the portfolio, ranked #119.

Beacon Financial Advisory first reported a position in SJM in Q1 2026 and has held it in 2 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Beacon Financial Advisory held 10,224 shares of J.M. Smucker worth $1.15M as of Q2 2026.
Beacon Financial Advisory left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up 0.23% of Beacon Financial Advisory's portfolio in Q2 2026, its #119 holding.
Beacon Financial Advisory first reported a position in J.M. Smucker in Q1 2026 and has held it in 2 quarters since.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.