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Fairway Wealth’s J.M. Smucker SJM Stock Holding History

Fairway 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 		$63.5K Buy
564
+6
+1% +$611 0.01% 106
2026
Q1 		$53.8K Buy
558
+5
+0.9% +$524 0.01% 125
2025
Q4 		$54.1K Buy
553
+6
+1% +$620 0.01% 95
2025
Q3 		$59.4K Buy
+547
New +$59.4K 0.02% 89
2024
Q3 		– Sell
-7
Closed -$763 – 331
2024
Q2 		$763 Buy
+7
New +$792 ﹤0.01% 358

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

Fairway Wealth's SJM Position: Q2 2026 in Review

Fairway Wealth increased its J.M. Smucker (SJM) stake by 1.1% in Q2 2026, buying an estimated $611 and bringing the position to 564 shares worth $63.5K. The position accounts for 0.01% of the portfolio, ranked #106.

Fairway Wealth first reported a position in SJM in Q2 2024 and has held it in 5 quarters since. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Fairway Wealth held 564 shares of J.M. Smucker worth $63.5K as of Q2 2026.
  • Fairway Wealth bought 6 J.M. Smucker shares in Q2 2026, an estimated $611.
  • J.M. Smucker made up 0.01% of Fairway Wealth's portfolio in Q2 2026, its #106 holding.
  • Fairway Wealth first reported a position in J.M. Smucker in Q2 2024 and has held it in 5 quarters since.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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