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Cornerstone Wealth Management’s J.M. Smucker SJM Stock Holding History

Cornerstone 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 		$691K Buy
6,143
+785
+15% +$80K 0.03% 415
2026
Q1 		$517K Buy
5,358
+350
+7% +$36.6K 0.03% 444
2025
Q4 		$490K Buy
5,008
+945
+23% +$97.7K 0.03% 429
2025
Q3 		$441K Buy
4,063
+1,046
+35% +$114K 0.02% 443
2025
Q2 		$296K Buy
+3,017
New +$332K 0.02% 516
2019
Q2 		– Sell
-357
Closed -$236K – 483
2019
Q1 		$236K Buy
+357
New +$37.3K 0.03% 454

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

Cornerstone Wealth Management's SJM Position: Q2 2026 in Review

Cornerstone Wealth Management increased its J.M. Smucker (SJM) stake by 15% in Q2 2026, buying an estimated $80K and bringing the position to 6,143 shares worth $691K. The position accounts for 0.03% of the portfolio, ranked #415.

Cornerstone Wealth Management first reported a position in SJM in Q1 2019 and has held it in 6 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Cornerstone Wealth Management held 6,143 shares of J.M. Smucker worth $691K as of Q2 2026.
  • Cornerstone Wealth Management bought 785 J.M. Smucker shares in Q2 2026, an estimated $80K.
  • J.M. Smucker made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #415 holding.
  • Cornerstone Wealth Management first reported a position in J.M. Smucker in Q1 2019 and has held it in 6 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.