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Financial Gravity Companies’s J.M. Smucker SJM Stock Holding History

Financial Gravity Companies’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 		$563 Buy
+5
New +$509 ﹤0.01% 850
2024
Q4 		– Sell
-84
Closed -$10.2K – 1011
2024
Q3 		$10.2K Buy
+84
New +$9.9K ﹤0.01% 351
2018
Q4 		$9K Buy
+82
New +$8.56K 0.01% 618
2018
Q1 		$5K Buy
47
+4
+9% +$500 0.01% 745
2017
Q4 		$5K Buy
+43
New +$4.78K 0.01% 730

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 40.89% 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

Financial Gravity Companies's SJM Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in J.M. Smucker (SJM) in Q2 2026: 5 shares worth $563. The stake represents ﹤0.01% of the portfolio and ranks #850 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in SJM as recently as Q3 2024.

Financial Gravity Companies first reported a position in SJM in Q4 2017 and has held it in 5 quarters since. The position peaked at $10.2K in Q3 2024. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Financial Gravity Companies held 5 shares of J.M. Smucker worth $563 as of Q2 2026.
  • J.M. Smucker was a new Financial Gravity Companies position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #850 holding.
  • Financial Gravity Companies first reported a position in J.M. Smucker in Q4 2017 and has held it in 5 quarters since.
  • Financial Gravity Companies's J.M. Smucker position peaked at $10.2K in Q3 2024.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.