Fortis Group Advisors’s J.M. Smucker SJM Stock Holding History

Fortis Group 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	$2.92K	Hold	26	–	–	﹤0.01%	479
2026 Q1	$2.51K	Hold	26	–	–	﹤0.01%	476
2025 Q4	$2.54K	Hold	26	–	–	﹤0.01%	476
2025 Q3	$2.82K	Hold	26	–	–	﹤0.01%	434
2025 Q2	$2.55K	Hold	26	–	–	﹤0.01%	432
2025 Q1	$3.08K	Hold	26	–	–	﹤0.01%	389
2024 Q4	$2.86K	Hold	26	–	–	﹤0.01%	407
2024 Q3	$3.15K	Hold	26	–	–	﹤0.01%	394
2024 Q2	$2.83K	Hold	26	–	–	﹤0.01%	397
2024 Q1	$3.27K	Sell	26 -26	-50%	-$3.29K	﹤0.01%	406
2023 Q4	$6.57K	Buy	52 +26	+100%	+$3.01K	﹤0.01%	335
2023 Q3	$3.2K	Buy	+26	New	+$3.69K	﹤0.01%	331
2020 Q3	$3K	Buy	+26	New	+$2.9K	﹤0.01%	373

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

Fortis Group Advisors's SJM Position: Q2 2026 in Review

Fortis Group Advisors held its J.M. Smucker (SJM) position steady in Q2 2026 at 26 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Fortis Group Advisors first reported a position in SJM in Q3 2020 and has held it in 13 quarters since. The position peaked at $6.57K in Q4 2023. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Fortis Group Advisors held 26 shares of J.M. Smucker worth $2.92K as of Q2 2026.
Fortis Group Advisors left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up ﹤0.01% of Fortis Group Advisors's portfolio in Q2 2026, its #479 holding.
Fortis Group Advisors first reported a position in J.M. Smucker in Q3 2020 and has held it in 13 quarters since.
Fortis Group Advisors's J.M. Smucker position peaked at $6.57K in Q4 2023.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.