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EverSource Wealth Advisors’s J.M. Smucker SJM Stock Holding History

EverSource Wealth 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 		$122K Buy
1,080
+557
+107% +$56.7K ﹤0.01% 1287
2026
Q1 		$50.4K Buy
523
+247
+89% +$25.9K ﹤0.01% 1874
2025
Q4 		$27K Sell
276
-1,150
-81% -$119K ﹤0.01% 2190
2025
Q3 		$155K Buy
1,426
+355
+33% +$38.6K 0.01% 1044
2025
Q2 		$105K Buy
1,071
+564
+111% +$62K ﹤0.01% 1175
2025
Q1 		$60K Buy
507
+158
+45% +$17.1K ﹤0.01% 1150
2024
Q4 		$38.4K Buy
349
+85
+32% +$9.78K ﹤0.01% 1307
2024
Q3 		$32K Sell
264
-10
-4% -$1.18K ﹤0.01% 1260
2024
Q2 		$32.3K Sell
274
-102
-27% -$11.5K ﹤0.01% 1296
2024
Q1 		$43.2K Hold
376
– – ﹤0.01% 1040
2023
Q4 		$47.5K Sell
376
-349
-48% -$40.4K ﹤0.01% 920
2023
Q3 		$89.1K Buy
725
+57
+9% +$8.1K 0.01% 608
2023
Q2 		$98.6K Buy
668
+172
+35% +$26.2K 0.01% 584
2023
Q1 		$78.1K Sell
496
-14
-3% -$2.13K 0.01% 632
2022
Q4 		$80.8K Buy
510
+3
+0.6% +$447 0.01% 578
2022
Q3 		$70K Buy
507
+7
+1% +$954 0.02% 541
2022
Q2 		$63K Buy
500
+436
+681% +$58.1K 0.02% 542
2022
Q1 		$9K Buy
64
+20
+45% +$2.73K ﹤0.01% 1036
2021
Q4 		$6K Buy
+44
New +$5.61K ﹤0.01% 1199

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

EverSource Wealth Advisors's SJM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its J.M. Smucker (SJM) stake by 107% in Q2 2026, buying an estimated $56.7K and bringing the position to 1,080 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

EverSource Wealth Advisors first reported a position in SJM in Q4 2021 and has held it in 19 quarters since. The position peaked at $155K in Q3 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • EverSource Wealth Advisors held 1,080 shares of J.M. Smucker worth $122K as of Q2 2026.
  • EverSource Wealth Advisors bought 557 J.M. Smucker shares in Q2 2026, an estimated $56.7K.
  • J.M. Smucker made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1287 holding.
  • EverSource Wealth Advisors first reported a position in J.M. Smucker in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's J.M. Smucker position peaked at $155K in Q3 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.