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Dakota Wealth Management’s J.M. Smucker SJM Stock Holding History

Dakota 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
Q2 		$5.59M Buy
49,711
+8,354
+20% +$851K 0.11% 182
2026
Q1 		$3.99M Buy
+41,357
New +$4.33M 0.09% 195
2024
Q2 		– Sell
-5,633
Closed -$709K – 749
2024
Q1 		$709K Buy
5,633
+1,207
+27% +$153K 0.02% 440
2023
Q4 		$559K Buy
4,426
+4
+0.1% +$463 0.02% 401
2023
Q3 		$544K Buy
4,422
+55
+1% +$7.81K 0.02% 390
2023
Q2 		$645K Hold
4,367
– – 0.03% 337
2023
Q1 		$687K Buy
+4,367
New +$663K 0.05% 297

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

Dakota Wealth Management's SJM Position: Q2 2026 in Review

Dakota Wealth Management increased its J.M. Smucker (SJM) stake by 20% in Q2 2026, buying an estimated $851K and bringing the position to 49,711 shares worth $5.59M. The position accounts for 0.11% of the portfolio, ranked #182.

Dakota Wealth Management first reported a position in SJM in Q1 2023 and has held it in 7 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Dakota Wealth Management held 49,711 shares of J.M. Smucker worth $5.59M as of Q2 2026.
  • Dakota Wealth Management bought 8,354 J.M. Smucker shares in Q2 2026, an estimated $851K.
  • J.M. Smucker made up 0.11% of Dakota Wealth Management's portfolio in Q2 2026, its #182 holding.
  • Dakota Wealth Management first reported a position in J.M. Smucker in Q1 2023 and has held it in 7 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.