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Fortitude Family Office’s J.M. Smucker SJM Stock Holding History

Fortitude Family Office’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 		$9K Sell
80
-16
-17% -$1.63K ﹤0.01% 820
2026
Q1 		$9.26K Buy
96
+23
+32% +$2.41K ﹤0.01% 688
2025
Q4 		$7.14K Buy
73
+44
+152% +$4.55K ﹤0.01% 692
2025
Q3 		$3.15K Sell
29
-9
-24% -$977 ﹤0.01% 1009
2025
Q2 		$3.73K Buy
38
+19
+100% +$2.09K ﹤0.01% 906
2025
Q1 		$2.25K Hold
19
– – ﹤0.01% 906
2024
Q4 		$2.09K Hold
19
– – ﹤0.01% 1031
2024
Q3 		$2.3K Hold
19
– – ﹤0.01% 976
2024
Q2 		$2.07K Hold
19
– – ﹤0.01% 800
2024
Q1 		$2.39K Hold
19
– – ﹤0.01% 790
2023
Q4 		$2.4K Buy
+19
New +$2.2K ﹤0.01% 842

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 $3.38T AUM 44.17% 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

Fortitude Family Office's SJM Position: Q2 2026 in Review

Fortitude Family Office reduced its J.M. Smucker (SJM) stake by 17% in Q2 2026, selling an estimated $1.63K and leaving 80 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Fortitude Family Office first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.26K in Q1 2026. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Fortitude Family Office held 80 shares of J.M. Smucker worth $9K as of Q2 2026.
  • Fortitude Family Office sold 16 J.M. Smucker shares in Q2 2026, an estimated $1.63K.
  • J.M. Smucker made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #820 holding.
  • Fortitude Family Office first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's J.M. Smucker position peaked at $9.26K in Q1 2026.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.