Flagship Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Flagship Wealth Advisors’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	$17.9K	Buy	159 +6	+4%	+$611	﹤0.01%	365
2026 Q1	$15K	Sell	153 -3	-2%	-$314	0.01%	270
2025 Q4	$15.3K	Buy	156 +1	+0.6%	+$103	﹤0.01%	298
2025 Q3	$16.8K	Buy	155 +2	+1%	+$217	0.01%	301
2025 Q2	$15K	Buy	153 +1	+0.7%	+$110	0.01%	285
2025 Q1	$18K	Buy	152 +1	+0.7%	+$108	0.01%	264
2024 Q4	$16.6K	Buy	+151	New	+$17.4K	0.01%	261

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

Flagship Wealth Advisors's SJM Position: Q2 2026 in Review

Flagship Wealth Advisors increased its J.M. Smucker (SJM) stake by 3.9% in Q2 2026, buying an estimated $611 and bringing the position to 159 shares worth $17.9K. The position accounts for ﹤0.01% of the portfolio, ranked #365.

Flagship Wealth Advisors first reported a position in SJM in Q4 2024 and has held it in 7 quarters since. The position peaked at $18K in Q1 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Flagship Wealth Advisors held 159 shares of J.M. Smucker worth $17.9K as of Q2 2026.
Flagship Wealth Advisors bought 6 J.M. Smucker shares in Q2 2026, an estimated $611.
J.M. Smucker made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #365 holding.
Flagship Wealth Advisors first reported a position in J.M. Smucker in Q4 2024 and has held it in 7 quarters since.
Flagship Wealth Advisors's J.M. Smucker position peaked at $18K in Q1 2025.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.