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Chung Wu Investment Group’s J.M. Smucker SJM Stock Holding History

Chung Wu Investment Group’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 		$16.9K Buy
+150
New +$15.3K 0.01% 214

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

Chung Wu Investment Group's SJM Position: Q2 2026 in Review

Chung Wu Investment Group opened a new position in J.M. Smucker (SJM) in Q2 2026: 150 shares worth $16.9K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings.

882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Chung Wu Investment Group held 150 shares of J.M. Smucker worth $16.9K as of Q2 2026.
  • J.M. Smucker was a new Chung Wu Investment Group position in Q2 2026.
  • J.M. Smucker made up 0.01% of Chung Wu Investment Group's portfolio in Q2 2026, its #214 holding.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Chung Wu Investment Group's 13F filing for Q2 2026, filed 31 Jul 2026.