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Daymark Wealth Partners’s J.M. Smucker SJM Stock Holding History

Daymark Wealth Partners’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 		$8.41M Buy
74,711
+2,493
+3% +$254K 0.21% 94
2026
Q1 		$6.96M Sell
72,218
-968
-1% -$101K 0.22% 89
2025
Q4 		$7.16M Sell
73,186
-2,736
-4% -$283K 0.23% 86
2025
Q3 		$8.25M Buy
75,922
+7,428
+11% +$807K 0.28% 73
2025
Q2 		$6.73M Sell
68,494
-335
-0.5% -$36.8K 0.26% 85
2025
Q1 		$8.15M Buy
68,829
+4,521
+7% +$488K 0.35% 62
2024
Q4 		$7.08M Buy
64,308
+5,641
+10% +$649K 0.3% 72
2024
Q3 		$7.1M Buy
58,667
+6,868
+13% +$809K 0.3% 75
2024
Q2 		$5.65M Buy
51,799
+1,643
+3% +$186K 0.26% 85
2024
Q1 		$6.31M Buy
50,156
+365
+0.7% +$46.2K 0.34% 73
2023
Q4 		$6.29M Buy
49,791
+4,979
+11% +$577K 0.39% 59
2023
Q3 		$5.51M Buy
44,812
+6,654
+17% +$945K 0.38% 60
2023
Q2 		$5.63M Buy
38,158
+33,450
+710% +$5.1M 0.42% 57
2023
Q1 		$741K Sell
4,708
-762
-14% -$116K 0.1% 157
2022
Q4 		$867K Buy
+5,470
New +$815K 0.15% 106

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

Daymark Wealth Partners's SJM Position: Q2 2026 in Review

Daymark Wealth Partners increased its J.M. Smucker (SJM) stake by 3.5% in Q2 2026, buying an estimated $254K and bringing the position to 74,711 shares worth $8.41M. The position accounts for 0.21% of the portfolio, ranked #94.

Daymark Wealth Partners first reported a position in SJM in Q4 2022 and has held it in 15 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Daymark Wealth Partners held 74,711 shares of J.M. Smucker worth $8.41M as of Q2 2026.
  • Daymark Wealth Partners bought 2,493 J.M. Smucker shares in Q2 2026, an estimated $254K.
  • J.M. Smucker made up 0.21% of Daymark Wealth Partners's portfolio in Q2 2026, its #94 holding.
  • Daymark Wealth Partners first reported a position in J.M. Smucker in Q4 2022 and has held it in 15 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.