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Cassaday & Co Wealth Management’s J.M. Smucker SJM Stock Holding History

Cassaday & Co 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 		$108K Hold
964
– – ﹤0.01% 461
2026
Q1 		$92.9K Buy
+964
New +$101K ﹤0.01% 478

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

Cassaday & Co Wealth Management's SJM Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 964 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Cassaday & Co Wealth Management first reported a position in SJM in Q1 2026 and has held it in 2 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Cassaday & Co Wealth Management held 964 shares of J.M. Smucker worth $108K as of Q2 2026.
  • Cassaday & Co Wealth Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #461 holding.
  • Cassaday & Co Wealth Management first reported a position in J.M. Smucker in Q1 2026 and has held it in 2 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.