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Elevated Capital Advisors’s J.M. Smucker SJM Stock Holding History

Elevated Capital Advisors’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 		$66.4K Sell
590
-51
-8% -$5.2K 0.02% 318
2026
Q1 		$61.8K Buy
641
+559
+682% +$58.5K 0.02% 323
2025
Q4 		$8.02K Buy
+82
New +$8.48K ﹤0.01% 467

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

Elevated Capital Advisors's SJM Position: Q2 2026 in Review

Elevated Capital Advisors reduced its J.M. Smucker (SJM) stake by 8% in Q2 2026, selling an estimated $5.2K and leaving 590 shares worth $66.4K. The position accounts for 0.02% of the portfolio, ranked #318.

Elevated Capital Advisors first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Elevated Capital Advisors held 590 shares of J.M. Smucker worth $66.4K as of Q2 2026.
  • Elevated Capital Advisors sold 51 J.M. Smucker shares in Q2 2026, an estimated $5.2K.
  • J.M. Smucker made up 0.02% of Elevated Capital Advisors's portfolio in Q2 2026, its #318 holding.
  • Elevated Capital Advisors first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.