Diversify Advisory Services’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.04M Buy
8,608
+569
+7% +$58K 0.02% 615
2026
Q1
$778K Buy
8,039
+5,224
+186% +$547K 0.12% 86
2025
Q4
$287K Buy
2,815
+113
+4% +$11.7K 0.01% 770
2025
Q3
$280K Sell
2,702
-291
-10% -$31.6K 0.01% 748
2025
Q2
$333K Buy
+2,993
New +$329K 0.01% 651

Other funds holding SJM

Diversify Advisory Services's SJM Position: Q2 2026 in Review

Diversify Advisory Services increased its J.M. Smucker (SJM) stake by 7.1% in Q2 2026, buying an estimated $58K and bringing the position to 8,608 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #615.

Diversify Advisory Services first reported a position in SJM in Q2 2025 and has held it in 5 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Diversify Advisory Services held 8,608 shares of J.M. Smucker worth $1.04M as of Q2 2026.
  • Diversify Advisory Services bought 569 J.M. Smucker shares in Q2 2026, an estimated $58K.
  • J.M. Smucker made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #615 holding.
  • Diversify Advisory Services first reported a position in J.M. Smucker in Q2 2025 and has held it in 5 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.