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Brown Financial Advisors’s J.M. Smucker SJM Stock Holding History

Brown Financial 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 		$486K Sell
4,317
-10
-0.2% -$1.02K 0.17% 119
2026
Q1 		$417K Sell
4,327
-105
-2% -$11K 0.16% 126
2025
Q4 		$433K Buy
4,432
+55
+1% +$5.69K 0.16% 129
2025
Q3 		$475K Buy
+4,377
New +$475K 0.18% 108

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

Brown Financial Advisors's SJM Position: Q2 2026 in Review

Brown Financial Advisors reduced its J.M. Smucker (SJM) stake by 0.23% in Q2 2026, selling an estimated $1.02K and leaving 4,317 shares worth $486K. The position accounts for 0.17% of the portfolio, ranked #119.

Brown Financial Advisors first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Brown Financial Advisors held 4,317 shares of J.M. Smucker worth $486K as of Q2 2026.
  • Brown Financial Advisors sold 10 J.M. Smucker shares in Q2 2026, an estimated $1.02K.
  • J.M. Smucker made up 0.17% of Brown Financial Advisors's portfolio in Q2 2026, its #119 holding.
  • Brown Financial Advisors first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Brown Financial Advisors's 13F filing for Q2 2026, filed 26 Aug 2026.