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DiNuzzo Private Wealth’s J.M. Smucker SJM Stock Holding History

DiNuzzo Private 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 		$2.14K Sell
19
-2
-10% -$204 ﹤0.01% 652
2026
Q1 		$2.03K Buy
21
+2
+11% +$209 ﹤0.01% 645
2025
Q4 		$1.86K Sell
19
-2
-10% -$207 ﹤0.01% 680
2025
Q3 		$2.32K Buy
21
+6
+40% +$652 ﹤0.01% 588
2025
Q2 		$1.47K Sell
15
-2
-12% -$220 ﹤0.01% 728
2025
Q1 		$2.01K Buy
17
+3
+21% +$324 ﹤0.01% 596
2024
Q4 		$1.54K Hold
14
– – ﹤0.01% 697
2024
Q3 		$1.7K Buy
14
+1
+8% +$118 ﹤0.01% 670
2024
Q2 		$1.42K Buy
13
+2
+18% +$226 ﹤0.01% 644
2024
Q1 		$1.39K Hold
11
– – ﹤0.01% 610
2023
Q4 		$1.39K Buy
+11
New +$1.27K ﹤0.01% 573

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

DiNuzzo Private Wealth's SJM Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its J.M. Smucker (SJM) stake by 9.5% in Q2 2026, selling an estimated $204 and leaving 19 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #652.

DiNuzzo Private Wealth first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.32K in Q3 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • DiNuzzo Private Wealth held 19 shares of J.M. Smucker worth $2.14K as of Q2 2026.
  • DiNuzzo Private Wealth sold 2 J.M. Smucker shares in Q2 2026, an estimated $204.
  • J.M. Smucker made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #652 holding.
  • DiNuzzo Private Wealth first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's J.M. Smucker position peaked at $2.32K in Q3 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.