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Crestwood Advisors Group’s J.M. Smucker SJM Stock Holding History

Crestwood Advisors 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 		$260K Buy
+2,312
New +$235K ﹤0.01% 740
2017
Q2 		– Sell
-2
Closed – – 381
2017
Q1 		$0 Buy
+2
New +$272 ﹤0.01% 520

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

Crestwood Advisors Group's SJM Position: Q2 2026 in Review

Crestwood Advisors Group opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,312 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #740 among its holdings. This is a return to the name: Crestwood Advisors Group previously reported a position in SJM as recently as Q1 2017.

Crestwood Advisors Group first reported a position in SJM in Q1 2017 and has held it in 2 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Crestwood Advisors Group held 2,312 shares of J.M. Smucker worth $260K as of Q2 2026.
  • J.M. Smucker was a new Crestwood Advisors Group position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Crestwood Advisors Group's portfolio in Q2 2026, its #740 holding.
  • Crestwood Advisors Group first reported a position in J.M. Smucker in Q1 2017 and has held it in 2 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.