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Crewe Advisors’s J.M. Smucker SJM Stock Holding History

Crewe Advisors’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 		$1.24K Hold
11
– – ﹤0.01% 1035
2026
Q1 		$1.06K Hold
11
– – ﹤0.01% 955
2025
Q4 		$1.08K Hold
11
– – ﹤0.01% 976
2025
Q3 		$1.2K Sell
11
-82
-88% -$8.9K ﹤0.01% 898
2025
Q2 		$9.13K Buy
+93
New +$10.2K ﹤0.01% 472
2022
Q4 		– Sell
-12
Closed -$2K – 1239
2022
Q3 		$2K Buy
12
+6
+100% +$818 ﹤0.01% 1078
2022
Q2 		$1K Buy
+6
New +$800 ﹤0.01% 1101
2020
Q4 		– Sell
-19
Closed -$2K – 621
2020
Q3 		$2K Buy
+19
New +$2.12K ﹤0.01% 529

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

Crewe Advisors's SJM Position: Q2 2026 in Review

Crewe Advisors held its J.M. Smucker (SJM) position steady in Q2 2026 at 11 shares worth $1.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Crewe Advisors first reported a position in SJM in Q3 2020 and has held it in 8 quarters since. The position peaked at $9.13K in Q2 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Crewe Advisors held 11 shares of J.M. Smucker worth $1.24K as of Q2 2026.
  • Crewe Advisors left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #1035 holding.
  • Crewe Advisors first reported a position in J.M. Smucker in Q3 2020 and has held it in 8 quarters since.
  • Crewe Advisors's J.M. Smucker position peaked at $9.13K in Q2 2025.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.