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 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
2018 Q4	–	Sell	-26,767	Closed	-$260K	–	1010
2018 Q3	$260K	Sell	26,767 -9,109	-25%	-$995K	﹤0.01%	1115
2018 Q2	$341K	Buy	+35,876	New	+$4.03M	﹤0.01%	1144

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cornerstone Wealth Management's SJM Position: Q1 2026 in Review

Cornerstone Wealth Management increased its J.M. Smucker (SJM) stake by 7% in Q1 2026, buying an estimated $36.6K and bringing the position to 5,358 shares worth $517K. The position accounts for 0.03% of the portfolio, ranked #444.

Cornerstone Wealth Management first reported a position in SJM in Q2 2018 and has held it in 7 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Cornerstone Wealth Management held 5,358 shares of J.M. Smucker worth $517K as of Q1 2026.
Cornerstone Wealth Management bought 350 J.M. Smucker shares in Q1 2026, an estimated $36.6K.
J.M. Smucker made up 0.03% of Cornerstone Wealth Management's portfolio in Q1 2026, its #444 holding.
Cornerstone Wealth Management first reported a position in J.M. Smucker in Q2 2018 and has held it in 7 quarters since.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.