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Bullock Wealth Management’s J.M. Smucker SJM Stock Holding History

Bullock Wealth Management’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 		$90.1K Buy
785
+27
+4% +$2.75K 0.04% 229
2026
Q1 		$72.4K Buy
758
+7
+0.9% +$733 0.04% 242
2025
Q4 		$73.5K Buy
751
+7
+0.9% +$724 0.04% 227
2025
Q3 		$80.8K Buy
744
+7
+0.9% +$760 0.04% 221
2025
Q2 		$75.9K Sell
737
-51
-6% -$5.61K 0.04% 211
2025
Q1 		$93.4K Sell
788
-4
-0.5% -$432 0.05% 197
2024
Q4 		$87.2K Sell
792
-82
-9% -$9.43K 0.05% 203
2024
Q3 		$106K Hold
874
– – 0.06% 187
2024
Q2 		$96.6K Sell
874
-34
-4% -$3.85K 0.06% 187
2024
Q1 		$113K Buy
+908
New +$115K 0.08% 177

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

Bullock Wealth Management's SJM Position: Q2 2026 in Review

Bullock Wealth Management increased its J.M. Smucker (SJM) stake by 3.6% in Q2 2026, buying an estimated $2.75K and bringing the position to 785 shares worth $90.1K. The position accounts for 0.04% of the portfolio, ranked #229.

Bullock Wealth Management first reported a position in SJM in Q1 2024 and has held it in 10 quarters since. The position peaked at $113K in Q1 2024. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Bullock Wealth Management held 785 shares of J.M. Smucker worth $90.1K as of Q2 2026.
  • Bullock Wealth Management bought 27 J.M. Smucker shares in Q2 2026, an estimated $2.75K.
  • J.M. Smucker made up 0.04% of Bullock Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Bullock Wealth Management first reported a position in J.M. Smucker in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's J.M. Smucker position peaked at $113K in Q1 2024.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.