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Foundations Investment Advisors’s J.M. Smucker SJM Stock Holding History

Foundations Investment 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 		$736K Buy
6,540
+1,952
+43% +$199K 0.01% 655
2026
Q1 		$442K Buy
4,588
+2,500
+120% +$262K 0.01% 751
2025
Q4 		$204K Buy
+2,088
New +$216K ﹤0.01% 1058

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

Foundations Investment Advisors's SJM Position: Q2 2026 in Review

Foundations Investment Advisors increased its J.M. Smucker (SJM) stake by 43% in Q2 2026, buying an estimated $199K and bringing the position to 6,540 shares worth $736K. The position accounts for 0.01% of the portfolio, ranked #655.

Foundations Investment Advisors first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Foundations Investment Advisors held 6,540 shares of J.M. Smucker worth $736K as of Q2 2026.
  • Foundations Investment Advisors bought 1,952 J.M. Smucker shares in Q2 2026, an estimated $199K.
  • J.M. Smucker made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #655 holding.
  • Foundations Investment Advisors first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.