Financial Freedom LLC’s J.M. Smucker SJM Stock Holding History

Financial Freedom LLC’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	–	Sell	-443	Closed	-$42.8K	–	337
2026 Q1	$42.8K	Hold	443	–	–	0.02%	177
2025 Q4	$43.3K	Hold	443	–	–	0.02%	175
2025 Q3	$48.1K	Buy	443 +1	+0.2%	+$109	0.02%	174
2025 Q2	$43.5K	Buy	442 +1	+0.2%	+$110	0.02%	177
2025 Q1	$52.2K	Buy	441 +11	+3%	+$1.19K	0.03%	167
2024 Q4	$47.4K	Buy	430 +1	+0.2%	+$115	0.03%	166
2024 Q3	$51.9K	Buy	429 +2	+0.5%	+$236	0.03%	161
2024 Q2	$46.6K	Buy	427 +1	+0.2%	+$113	0.03%	165
2024 Q1	$53.6K	Buy	426 +1	+0.2%	+$127	0.03%	157
2023 Q4	$53.7K	Buy	425 +2	+0.5%	+$232	0.03%	153
2023 Q3	$52K	Buy	423 +1	+0.2%	+$142	0.04%	149
2023 Q2	$62.3K	Buy	422 +1	+0.2%	+$153	0.04%	139
2023 Q1	$66.2K	Buy	421 +1	+0.2%	+$152	0.05%	134
2022 Q4	$66.5K	Buy	+420	New	+$62.6K	0.04%	132

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Financial Freedom LLC's SJM Position: Q2 2026 in Review

Financial Freedom LLC sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 443 shares — an estimated $42.8K sold.

Financial Freedom LLC first reported a position in SJM in Q4 2022 and held it in 14 quarters. The position peaked at $66.5K in Q4 2022. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Financial Freedom LLC reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Financial Freedom LLC sold 443 J.M. Smucker shares in Q2 2026, an estimated $42.8K.
Financial Freedom LLC first reported a position in J.M. Smucker in Q4 2022 and held it in 14 quarters.
Financial Freedom LLC's J.M. Smucker position peaked at $66.5K in Q4 2022.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Financial Freedom LLC's 13F filing for Q2 2026, filed 6 Aug 2026.