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Evolution Wealth Management’s J.M. Smucker SJM Stock Holding History

Evolution Wealth Management’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 		$450 Buy
+4
New +$407 ﹤0.01% 905

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

Evolution Wealth Management's SJM Position: Q2 2026 in Review

Evolution Wealth Management opened a new position in J.M. Smucker (SJM) in Q2 2026: 4 shares worth $450. The stake represents ﹤0.01% of the portfolio and ranks #905 among its holdings.

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

  • Evolution Wealth Management held 4 shares of J.M. Smucker worth $450 as of Q2 2026.
  • J.M. Smucker was a new Evolution Wealth Management position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #905 holding.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.