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BSW Wealth Partners’s J.M. Smucker SJM Stock Holding History

BSW Wealth Partners’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 		$322K Sell
2,859
-458
-14% -$46.6K 0.04% 244
2026
Q1 		$320K Buy
3,317
+615
+23% +$64.4K 0.04% 234
2025
Q4 		$264K Sell
2,702
-1,546
-36% -$160K 0.03% 268
2025
Q3 		$461K Buy
+4,248
New +$461K 0.06% 186
2024
Q1 		– Sell
-1,612
Closed -$204K – 315
2023
Q4 		$204K Buy
+1,612
New +$187K 0.04% 259

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 40.91% 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

BSW Wealth Partners's SJM Position: Q2 2026 in Review

BSW Wealth Partners reduced its J.M. Smucker (SJM) stake by 14% in Q2 2026, selling an estimated $46.6K and leaving 2,859 shares worth $322K. The position accounts for 0.04% of the portfolio, ranked #244.

BSW Wealth Partners first reported a position in SJM in Q4 2023 and has held it in 5 quarters since. The position peaked at $461K in Q3 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • BSW Wealth Partners held 2,859 shares of J.M. Smucker worth $322K as of Q2 2026.
  • BSW Wealth Partners sold 458 J.M. Smucker shares in Q2 2026, an estimated $46.6K.
  • J.M. Smucker made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #244 holding.
  • BSW Wealth Partners first reported a position in J.M. Smucker in Q4 2023 and has held it in 5 quarters since.
  • BSW Wealth Partners's J.M. Smucker position peaked at $461K in Q3 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.