Bogart Wealth LLC’s J.M. Smucker SJM Stock Holding History

Bogart Wealth LLC’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	$4.39K	Buy	+39	New	+$3.97K	﹤0.01%	1240
2024 Q2	–	Sell	-62	Closed	-$7.75K	–	1169
2024 Q1	$7.75K	Buy	62 +1	+2%	+$127	﹤0.01%	686
2023 Q4	$7.71K	Hold	61	–	–	﹤0.01%	667
2023 Q3	$7.5K	Hold	61	–	–	﹤0.01%	649
2023 Q2	$9.01K	Hold	61	–	–	﹤0.01%	607
2023 Q1	$9.6K	Hold	61	–	–	﹤0.01%	598
2022 Q4	$9.67K	Hold	61	–	–	﹤0.01%	555
2022 Q3	$8K	Hold	61	–	–	﹤0.01%	607
2022 Q2	$8K	Hold	61	–	–	﹤0.01%	581
2022 Q1	$8K	Hold	61	–	–	﹤0.01%	524
2021 Q4	$8K	Hold	61	–	–	﹤0.01%	501
2021 Q3	$7K	Buy	61 +44	+259%	+$5.59K	﹤0.01%	507
2021 Q2	$2K	Hold	17	–	–	﹤0.01%	613
2021 Q1	$2K	Buy	+17	New	+$2.01K	﹤0.01%	567

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 $3.38T AUM 44.17% 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 40.89% 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

Bogart Wealth LLC's SJM Position: Q2 2026 in Review

Bogart Wealth LLC opened a new position in J.M. Smucker (SJM) in Q2 2026: 39 shares worth $4.39K. The stake represents ﹤0.01% of the portfolio and ranks #1240 among its holdings. This is a return to the name: Bogart Wealth LLC previously reported a position in SJM as recently as Q1 2024.

Bogart Wealth LLC first reported a position in SJM in Q1 2021 and has held it in 14 quarters since. The position peaked at $9.67K in Q4 2022. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Bogart Wealth LLC held 39 shares of J.M. Smucker worth $4.39K as of Q2 2026.
J.M. Smucker was a new Bogart Wealth LLC position in Q2 2026.
J.M. Smucker made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1240 holding.
Bogart Wealth LLC first reported a position in J.M. Smucker in Q1 2021 and has held it in 14 quarters since.
Bogart Wealth LLC's J.M. Smucker position peaked at $9.67K in Q4 2022.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.