Corient Private Wealth
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Corient Private Wealth’s J.M. Smucker SJM Stock Holding History

Corient Private Wealth’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 		$2.08M Sell
18,518
-24,149
-57% -$2.46M ﹤0.01% 1366
2026
Q1 		$4.11M Sell
42,667
-9,047
-17% -$947K 0.01% 926
2025
Q4 		$5.06M Sell
51,714
-14,952
-22% -$1.55M 0.01% 766
2025
Q3 		$7.24M Buy
66,666
+12,755
+24% +$1.39M 0.01% 593
2025
Q2 		$5.29M Sell
53,911
-1,641
-3% -$180K 0.01% 692
2025
Q1 		$6.58M Sell
55,552
-215
-0.4% -$23.2K 0.01% 611
2024
Q4 		$6.14M Buy
55,767
+3,407
+7% +$392K 0.01% 644
2024
Q3 		$6.34M Sell
52,360
-4,045
-7% -$477K 0.01% 687
2024
Q2 		$6.15M Sell
56,405
-3,477
-6% -$393K 0.01% 651
2024
Q1 		$7.54M Sell
59,882
-635
-1% -$80.4K 0.01% 592
2023
Q4 		$7.65M Buy
60,517
+2,741
+5% +$318K 0.01% 585
2023
Q3 		$7.1M Buy
57,776
+23,372
+68% +$3.32M 0.02% 558
2023
Q2 		$5.08M Sell
34,404
-831
-2% -$127K 0.01% 631
2023
Q1 		$5.55M Buy
35,235
+5,192
+17% +$789K 0.01% 562
2022
Q4 		$4.76M Buy
+30,043
New +$4.48M 0.02% 515

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 40.89% 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

Corient Private Wealth's SJM Position: Q2 2026 in Review

Corient Private Wealth reduced its J.M. Smucker (SJM) stake by 57% in Q2 2026, selling an estimated $2.46M and leaving 18,518 shares worth $2.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1366.

Corient Private Wealth first reported a position in SJM in Q4 2022 and has held it in 15 quarters since. The position peaked at $7.65M in Q4 2023. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Corient Private Wealth held 18,518 shares of J.M. Smucker worth $2.08M as of Q2 2026.
  • Corient Private Wealth sold 24,149 J.M. Smucker shares in Q2 2026, an estimated $2.46M.
  • J.M. Smucker made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1366 holding.
  • Corient Private Wealth first reported a position in J.M. Smucker in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's J.M. Smucker position peaked at $7.65M in Q4 2023.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.