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Clearstead Advisors’s J.M. Smucker SJM Stock Holding History

Clearstead 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 		$527K Buy
4,686
+35
+0.8% +$3.56K 0.01% 743
2026
Q1 		$449K Sell
4,651
-466
-9% -$48.8K ﹤0.01% 739
2025
Q4 		$500K Sell
5,117
-291
-5% -$30.1K 0.01% 655
2025
Q3 		$587K Sell
5,408
-1,210
-18% -$131K 0.01% 584
2025
Q2 		$650K Buy
6,618
+1,401
+27% +$154K 0.01% 539
2025
Q1 		$618K Buy
5,217
+118
+2% +$12.7K 0.01% 528
2024
Q4 		$562K Sell
5,099
-1,464
-22% -$168K 0.01% 546
2024
Q3 		$795K Buy
6,563
+1,759
+37% +$207K 0.01% 468
2024
Q2 		$524K Buy
4,804
+104
+2% +$11.8K 0.01% 527
2024
Q1 		$546K Sell
4,700
-2,487
-35% -$315K 0.03% 304
2023
Q4 		$908K Sell
7,187
-6,321
-47% -$732K 0.05% 231
2023
Q3 		$1.66M Buy
13,508
+7,594
+128% +$1.08M 0.05% 233
2023
Q2 		$873K Buy
5,914
+71
+1% +$10.8K 0.05% 220
2023
Q1 		$920K Sell
5,843
-10
-0.2% -$1.52K 0.07% 184
2022
Q4 		$927K Buy
5,853
+588
+11% +$87.6K 0.07% 177
2022
Q3 		$723K Sell
5,265
-405
-7% -$55.2K 0.07% 183
2022
Q2 		$726K Buy
5,670
+2,754
+94% +$367K 0.06% 203
2022
Q1 		$395K Buy
2,916
+195
+7% +$26.6K 0.03% 298
2021
Q4 		$370K Sell
2,721
-17
-0.6% -$2.17K 0.03% 295
2021
Q3 		$329K Buy
2,738
+17
+0.6% +$2.16K 0.02% 298
2021
Q2 		$353K Buy
2,721
+10
+0.4% +$1.33K 0.03% 265
2021
Q1 		$343K Buy
2,711
+62
+2% +$7.32K 0.03% 263
2020
Q4 		$306K Buy
2,649
+1,458
+122% +$169K 0.03% 265
2020
Q3 		$138K Buy
1,191
+50
+4% +$5.57K 0.01% 323
2020
Q2 		$121K Sell
1,141
-40
-3% -$4.5K 0.01% 328
2020
Q1 		$131K Buy
+1,181
New +$126K 0.02% 295
2017
Q3 		– Sell
-1,925
Closed -$228K – 255
2017
Q2 		$228K Buy
+1,925
New +$243K 0.03% 212

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

Clearstead Advisors's SJM Position: Q2 2026 in Review

Clearstead Advisors increased its J.M. Smucker (SJM) stake by 0.75% in Q2 2026, buying an estimated $3.56K and bringing the position to 4,686 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #743.

Clearstead Advisors first reported a position in SJM in Q2 2017 and has held it in 27 quarters since. The position peaked at $1.66M in Q3 2023. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Clearstead Advisors held 4,686 shares of J.M. Smucker worth $527K as of Q2 2026.
  • Clearstead Advisors bought 35 J.M. Smucker shares in Q2 2026, an estimated $3.56K.
  • J.M. Smucker made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #743 holding.
  • Clearstead Advisors first reported a position in J.M. Smucker in Q2 2017 and has held it in 27 quarters since.
  • Clearstead Advisors's J.M. Smucker position peaked at $1.66M in Q3 2023.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.