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CreativeOne Wealth’s J.M. Smucker SJM Stock Holding History

CreativeOne 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 		$1.18M Buy
10,458
+180
+2% +$18.3K 0.03% 525
2026
Q1 		$991K Buy
10,278
+1,262
+14% +$132K 0.02% 585
2025
Q4 		$882K Buy
9,016
+122
+1% +$12.6K 0.02% 600
2025
Q3 		$966K Buy
8,894
+820
+10% +$89.1K 0.02% 564
2025
Q2 		$793K Sell
8,074
-179
-2% -$19.7K 0.02% 604
2025
Q1 		$977K Buy
8,253
+909
+12% +$98.2K 0.03% 484
2024
Q4 		$809K Buy
7,344
+224
+3% +$25.8K 0.02% 541
2024
Q3 		$862K Buy
7,120
+764
+12% +$90K 0.03% 478
2024
Q2 		$693K Buy
+6,356
New +$719K 0.04% 406
2022
Q4 		– Sell
-2,189
Closed -$301K – 771
2022
Q3 		$301K Buy
2,189
+41
+2% +$5.59K 0.02% 551
2022
Q2 		$275K Buy
+2,148
New +$286K 0.01% 587
2022
Q1 		– Sell
-2,079
Closed -$282K – 806
2021
Q4 		$282K Buy
2,079
+185
+10% +$23.6K 0.01% 606
2021
Q3 		$227K Buy
+1,894
New +$241K 0.01% 631

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

CreativeOne Wealth's SJM Position: Q2 2026 in Review

CreativeOne Wealth increased its J.M. Smucker (SJM) stake by 1.8% in Q2 2026, buying an estimated $18.3K and bringing the position to 10,458 shares worth $1.18M. The position accounts for 0.03% of the portfolio, ranked #525.

CreativeOne Wealth first reported a position in SJM in Q3 2021 and has held it in 13 quarters since. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • CreativeOne Wealth held 10,458 shares of J.M. Smucker worth $1.18M as of Q2 2026.
  • CreativeOne Wealth bought 180 J.M. Smucker shares in Q2 2026, an estimated $18.3K.
  • J.M. Smucker made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #525 holding.
  • CreativeOne Wealth first reported a position in J.M. Smucker in Q3 2021 and has held it in 13 quarters since.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.