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Cornerstone Planning Group’s J.M. Smucker SJM Stock Holding History

Cornerstone Planning 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 		$236 Hold
2
– – ﹤0.01% 1791
2026
Q1 		$194 Buy
+2
New +$209 ﹤0.01% 1777
2025
Q2 		– Sell
-15
Closed -$1.72K – 1669
2025
Q1 		$1.72K Buy
15
+3
+25% +$324 ﹤0.01% 1022
2024
Q4 		$1.24K Buy
12
+1
+9% +$115 ﹤0.01% 913
2024
Q3 		$1.3K Sell
11
-1
-8% -$118 ﹤0.01% 878
2024
Q2 		$1.37K Sell
12
-3
-20% -$339 ﹤0.01% 877
2024
Q1 		$1.61K Buy
15
+3
+25% +$380 ﹤0.01% 701
2023
Q4 		$1.53K Buy
12
+11
+1,100% +$1.27K ﹤0.01% 671
2023
Q3 		$123 Buy
+1
New +$142 ﹤0.01% 1074

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

Cornerstone Planning Group's SJM Position: Q2 2026 in Review

Cornerstone Planning Group held its J.M. Smucker (SJM) position steady in Q2 2026 at 2 shares worth $236. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Cornerstone Planning Group first reported a position in SJM in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.72K in Q1 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Cornerstone Planning Group held 2 shares of J.M. Smucker worth $236 as of Q2 2026.
  • Cornerstone Planning Group left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1791 holding.
  • Cornerstone Planning Group first reported a position in J.M. Smucker in Q3 2023 and has held it in 9 quarters since.
  • Cornerstone Planning Group's J.M. Smucker position peaked at $1.72K in Q1 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.