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Evergreen Wealth Solutions’s J.M. Smucker SJM Stock Holding History

Evergreen Wealth Solutions’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 		$203K Buy
+1,684
New +$172K 0.01% 499

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

Evergreen Wealth Solutions's SJM Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,684 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #499 among its holdings.

882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Evergreen Wealth Solutions held 1,684 shares of J.M. Smucker worth $203K as of Q2 2026.
  • J.M. Smucker was a new Evergreen Wealth Solutions position in Q2 2026.
  • J.M. Smucker made up 0.01% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #499 holding.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.