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Evolve Private Wealth’s J.M. Smucker SJM Stock Holding History

Evolve Private Wealth’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 		$340K Buy
+3,025
New +$308K 0.02% 662

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

Evolve Private Wealth's SJM Position: Q2 2026 in Review

Evolve Private Wealth opened a new position in J.M. Smucker (SJM) in Q2 2026: 3,025 shares worth $340K. The stake represents 0.02% of the portfolio and ranks #662 among its holdings.

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

  • Evolve Private Wealth held 3,025 shares of J.M. Smucker worth $340K as of Q2 2026.
  • J.M. Smucker was a new Evolve Private Wealth position in Q2 2026.
  • J.M. Smucker made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #662 holding.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.