Focus Partners Wealth
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Focus Partners Wealth’s J.M. Smucker SJM Stock Holding History

Focus Partners 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 		$2.5M Buy
22,265
+7,152
+47% +$728K ﹤0.01% 1261
2026
Q1 		$1.46M Sell
15,113
-27,126
-64% -$2.84M ﹤0.01% 1452
2025
Q4 		$4.15M Sell
42,239
-1,924
-4% -$199K ﹤0.01% 1012
2025
Q3 		$4.8M Buy
44,163
+1,925
+5% +$209K 0.01% 755
2025
Q2 		$4.15M Buy
42,238
+1,110
+3% +$122K 0.01% 731
2025
Q1 		$4.87M Sell
41,128
-763
-2% -$82.4K 0.01% 635
2024
Q4 		$4.61M Buy
41,891
+32,743
+358% +$3.77M 0.01% 628
2024
Q3 		$1.11M Sell
9,148
-68
-0.7% -$8.01K ﹤0.01% 916
2024
Q2 		$1M Buy
9,216
+6,168
+202% +$698K ﹤0.01% 795
2024
Q1 		$384K Buy
3,048
+88
+3% +$11.1K ﹤0.01% 779
2023
Q4 		$374K Buy
+2,960
New +$343K ﹤0.01% 628

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

Focus Partners Wealth's SJM Position: Q2 2026 in Review

Focus Partners Wealth increased its J.M. Smucker (SJM) stake by 47% in Q2 2026, buying an estimated $728K and bringing the position to 22,265 shares worth $2.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1261.

Focus Partners Wealth first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.87M in Q1 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Focus Partners Wealth held 22,265 shares of J.M. Smucker worth $2.5M as of Q2 2026.
  • Focus Partners Wealth bought 7,152 J.M. Smucker shares in Q2 2026, an estimated $728K.
  • J.M. Smucker made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1261 holding.
  • Focus Partners Wealth first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's J.M. Smucker position peaked at $4.87M in Q1 2025.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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