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

CrossGen 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	$11.3K	Hold	100	–	–	0.01%	153
2026 Q1	$9.64K	Hold	100	–	–	0.01%	152
2025 Q4	$9.78K	Buy	+100	New	+$10.3K	0.01%	149

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CrossGen Wealth's SJM Position: Q2 2026 in Review

CrossGen Wealth held its J.M. Smucker (SJM) position steady in Q2 2026 at 100 shares worth $11.3K. The position accounts for 0.01% of the portfolio, ranked #153.

CrossGen Wealth first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

CrossGen Wealth held 100 shares of J.M. Smucker worth $11.3K as of Q2 2026.
CrossGen Wealth left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up 0.01% of CrossGen Wealth's portfolio in Q2 2026, its #153 holding.
CrossGen Wealth first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.