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

Bell 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 		$6.3K Buy
56
+5
+10% +$509 ﹤0.01% 890
2026
Q1 		$4.92K Buy
51
+46
+920% +$4.82K ﹤0.01% 965
2025
Q4 		$490 Sell
5
-46
-90% -$4.75K ﹤0.01% 1751
2025
Q3 		$5.54K Sell
51
-15
-23% -$1.63K ﹤0.01% 884
2025
Q2 		$6.48K Sell
66
-1
-1% -$110 ﹤0.01% 859
2025
Q1 		$7.93K Buy
67
+14
+26% +$1.51K ﹤0.01% 701
2024
Q4 		$5.84K Buy
53
+7
+15% +$805 ﹤0.01% 861
2024
Q3 		$5.57K Sell
46
-12
-21% -$1.41K ﹤0.01% 878
2024
Q2 		$6.33K Hold
58
– – ﹤0.01% 811
2024
Q1 		$7.3K Hold
58
– – ﹤0.01% 717
2023
Q4 		$7.33K Sell
58
-43
-43% -$4.98K ﹤0.01% 686
2023
Q3 		$12.4K Sell
101
-3
-3% -$426 ﹤0.01% 429
2023
Q2 		$15.4K Sell
104
-15
-13% -$2.29K ﹤0.01% 371
2023
Q1 		$18.7K Buy
119
+19
+19% +$2.89K ﹤0.01% 317
2022
Q4 		$15.8K Buy
100
+11
+12% +$1.64K ﹤0.01% 355
2022
Q3 		$12K Buy
89
+1
+1% +$136 ﹤0.01% 374
2022
Q2 		$11K Buy
+88
New +$11.7K ﹤0.01% 410
2021
Q4 		$12K Buy
91
+17
+23% +$2.17K ﹤0.01% 447
2021
Q3 		$9K Buy
+74
New +$9.41K ﹤0.01% 494

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 $3.38T AUM 44.17% 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

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

Bell Investment Advisors increased its J.M. Smucker (SJM) stake by 9.8% in Q2 2026, buying an estimated $509 and bringing the position to 56 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #890.

Bell Investment Advisors first reported a position in SJM in Q3 2021 and has held it in 19 quarters since. The position peaked at $18.7K in Q1 2023. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Bell Investment Advisors held 56 shares of J.M. Smucker worth $6.3K as of Q2 2026.
  • Bell Investment Advisors bought 5 J.M. Smucker shares in Q2 2026, an estimated $509.
  • J.M. Smucker made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #890 holding.
  • Bell Investment Advisors first reported a position in J.M. Smucker in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's J.M. Smucker position peaked at $18.7K in Q1 2023.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.