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Beacon Pointe Advisors’s J.M. Smucker SJM Stock Holding History

Beacon Pointe 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 		$290K Sell
2,574
-247
-9% -$25.2K ﹤0.01% 1627
2026
Q1 		$272K Buy
2,821
+93
+3% +$9.74K ﹤0.01% 1589
2025
Q4 		$267K Buy
2,728
+410
+18% +$42.4K ﹤0.01% 1324
2025
Q3 		$252K Sell
2,318
-37
-2% -$4.02K ﹤0.01% 1244
2025
Q2 		$231K Buy
2,355
+24
+1% +$2.64K ﹤0.01% 1146
2025
Q1 		$276K Sell
2,331
-117
-5% -$12.6K ﹤0.01% 1049
2024
Q4 		$270K Sell
2,448
-1,162
-32% -$134K ﹤0.01% 1044
2024
Q3 		$437K Sell
3,610
-58
-2% -$6.83K 0.01% 901
2024
Q2 		$400K Sell
3,668
-136
-4% -$15.4K ﹤0.01% 951
2024
Q1 		$479K Buy
3,804
+36
+1% +$4.56K 0.01% 932
2023
Q4 		$476K Sell
3,768
-140
-4% -$16.2K 0.01% 920
2023
Q3 		$480K Buy
3,908
+209
+6% +$29.7K 0.01% 894
2023
Q2 		$546K Sell
3,699
-223
-6% -$34K 0.01% 686
2023
Q1 		$617K Sell
3,922
-251
-6% -$38.1K 0.01% 693
2022
Q4 		$661K Buy
4,173
+411
+11% +$61.2K 0.01% 605
2022
Q3 		$516K Buy
3,762
+328
+10% +$44.7K 0.01% 628
2022
Q2 		$441K Sell
3,434
-12,131
-78% -$1.62M 0.01% 688
2022
Q1 		$2.11M Buy
15,565
+13,096
+530% +$1.78M 0.03% 434
2021
Q4 		$335K Buy
+2,469
New +$315K 0.01% 691
2021
Q3 		– Sell
-3,869
Closed -$501K – 964
2021
Q2 		$501K Buy
3,869
+2,296
+146% +$305K 0.02% 478
2021
Q1 		$200K Buy
+1,573
New +$186K 0.01% 509

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

Beacon Pointe Advisors's SJM Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its J.M. Smucker (SJM) stake by 8.8% in Q2 2026, selling an estimated $25.2K and leaving 2,574 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Beacon Pointe Advisors first reported a position in SJM in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.11M in Q1 2022. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Beacon Pointe Advisors held 2,574 shares of J.M. Smucker worth $290K as of Q2 2026.
  • Beacon Pointe Advisors sold 247 J.M. Smucker shares in Q2 2026, an estimated $25.2K.
  • J.M. Smucker made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1627 holding.
  • Beacon Pointe Advisors first reported a position in J.M. Smucker in Q1 2021 and has held it in 21 quarters since.
  • Beacon Pointe Advisors's J.M. Smucker position peaked at $2.11M in Q1 2022.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.