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Fourth Dimension Wealth’s J.M. Smucker SJM Stock Holding History

Fourth Dimension 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 		$47.3K Hold
420
– – 0.01% 276
2026
Q1 		$40.5K Hold
420
– – 0.02% 249
2025
Q4 		$41.1K Hold
420
– – 0.02% 257
2025
Q3 		$45.6K Hold
420
– – 0.02% 237
2025
Q2 		$41.2K Sell
420
-403
-49% -$44.3K 0.02% 245
2025
Q1 		$97.5K Hold
823
– – 0.05% 168
2024
Q4 		$90.6K Buy
+823
New +$94.7K 0.05% 162

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 40.91% 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

Fourth Dimension Wealth's SJM Position: Q2 2026 in Review

Fourth Dimension Wealth held its J.M. Smucker (SJM) position steady in Q2 2026 at 420 shares worth $47.3K. The position accounts for 0.01% of the portfolio, ranked #276.

Fourth Dimension Wealth first reported a position in SJM in Q4 2024 and has held it in 7 quarters since. The position peaked at $97.5K in Q1 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Fourth Dimension Wealth held 420 shares of J.M. Smucker worth $47.3K as of Q2 2026.
  • Fourth Dimension Wealth left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #276 holding.
  • Fourth Dimension Wealth first reported a position in J.M. Smucker in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's J.M. Smucker position peaked at $97.5K in Q1 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.