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

Destiny 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 		– Sell
-3
Closed -$289 – 939
2026
Q1 		$289 Buy
+3
New +$314 ﹤0.01% 1133
2023
Q1 		– Sell
-182
Closed -$28.8K – 563
2022
Q4 		$28.8K Buy
182
+136
+296% +$20.3K 0.01% 361
2022
Q3 		$6K Hold
46
– – ﹤0.01% 481
2022
Q2 		$6K Sell
46
-16
-26% -$2.13K ﹤0.01% 505
2022
Q1 		$8K Sell
62
-19
-23% -$2.59K ﹤0.01% 446
2021
Q4 		$11K Hold
81
– – ﹤0.01% 440
2021
Q3 		$10K Buy
+81
New +$10.3K ﹤0.01% 424
2021
Q2 		– Sell
-62
Closed -$8K – 451
2021
Q1 		$8K Sell
62
-132
-68% -$15.6K ﹤0.01% 430
2020
Q4 		$22K Buy
+194
New +$22.5K ﹤0.01% 359

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

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

Destiny Wealth Partners sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 3 shares — an estimated $289 sold.

Destiny Wealth Partners first reported a position in SJM in Q4 2020 and held it in 9 quarters. The position peaked at $28.8K in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Destiny Wealth Partners reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Destiny Wealth Partners sold 3 J.M. Smucker shares in Q2 2026, an estimated $289.
  • Destiny Wealth Partners first reported a position in J.M. Smucker in Q4 2020 and held it in 9 quarters.
  • Destiny Wealth Partners's J.M. Smucker position peaked at $28.8K in Q4 2022.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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