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

Darwin 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	$19.7K	Buy	175 +2	+1%	+$204	0.01%	327
2026 Q1	$16.7K	Buy	173 +2	+1%	+$209	0.01%	325
2025 Q4	$16.8K	Buy	171 +1	+0.6%	+$103	0.01%	326
2025 Q3	$18.5K	Buy	170 +1	+0.6%	+$109	0.01%	311
2025 Q2	$16.7K	Buy	169 +2	+1%	+$220	0.01%	304
2025 Q1	$18.5K	Hold	167	–	–	0.01%	313
2024 Q4	$18.5K	Hold	167	–	–	0.01%	313
2024 Q3	$20.2K	Buy	+167	New	+$19.7K	0.01%	307
2020 Q2	–	Sell	-491	Closed	-$54K	–	664
2020 Q1	$54K	Buy	+491	New	+$52.5K	0.02%	229
2016 Q4	–	Sell	-10,637	Closed	-$1.44M	–	118
2016 Q3	$1.44M	Buy	10,637 +1,800	+20%	+$264K	1.11%	38
2016 Q2	$1.35M	Buy	+8,837	New	+$1.18M	1.15%	40

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

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

Darwin Wealth Management increased its J.M. Smucker (SJM) stake by 1.2% in Q2 2026, buying an estimated $204 and bringing the position to 175 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #327.

Darwin Wealth Management first reported a position in SJM in Q2 2016 and has held it in 11 quarters since. The position peaked at $1.44M in Q3 2016. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Darwin Wealth Management held 175 shares of J.M. Smucker worth $19.7K as of Q2 2026.
Darwin Wealth Management bought 2 J.M. Smucker shares in Q2 2026, an estimated $204.
J.M. Smucker made up 0.01% of Darwin Wealth Management's portfolio in Q2 2026, its #327 holding.
Darwin Wealth Management first reported a position in J.M. Smucker in Q2 2016 and has held it in 11 quarters since.
Darwin Wealth Management's J.M. Smucker position peaked at $1.44M in Q3 2016.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Darwin Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.