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Benjamin Edwards Inc’s J.M. Smucker SJM Stock Holding History

Benjamin Edwards Inc’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 		$437K Sell
3,883
-217
-5% -$22.1K ﹤0.01% 1105
2026
Q1 		$395K Sell
4,100
-15,269
-79% -$1.6M ﹤0.01% 1072
2025
Q4 		$1.89M Sell
19,369
-1,210
-6% -$125K 0.02% 525
2025
Q3 		$2.23M Sell
20,579
-109
-0.5% -$11.8K 0.03% 468
2025
Q2 		$2.03M Buy
20,688
+250
+1% +$27.5K 0.03% 457
2025
Q1 		$2.42M Sell
20,438
-2,261
-10% -$244K 0.03% 378
2024
Q4 		$2.5M Buy
22,699
+1,114
+5% +$128K 0.04% 391
2024
Q3 		$2.61M Buy
21,585
+21,550
+61,571% +$2.54M 0.04% 385
2024
Q2 		$4K Hold
35
– – ﹤0.01% 651
2024
Q1 		$4K Hold
35
– – ﹤0.01% 678
2023
Q4 		$4K Hold
35
– – ﹤0.01% 614
2023
Q3 		$4K Buy
+35
New +$4.97K ﹤0.01% 609

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

Benjamin Edwards Inc's SJM Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its J.M. Smucker (SJM) stake by 5.3% in Q2 2026, selling an estimated $22.1K and leaving 3,883 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Benjamin Edwards Inc first reported a position in SJM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.61M in Q3 2024. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Benjamin Edwards Inc held 3,883 shares of J.M. Smucker worth $437K as of Q2 2026.
  • Benjamin Edwards Inc sold 217 J.M. Smucker shares in Q2 2026, an estimated $22.1K.
  • J.M. Smucker made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1105 holding.
  • Benjamin Edwards Inc first reported a position in J.M. Smucker in Q3 2023 and has held it in 12 quarters since.
  • Benjamin Edwards Inc's J.M. Smucker position peaked at $2.61M in Q3 2024.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.