FWA
SJM icon

FSM Wealth Advisors’s J.M. Smucker SJM Stock Holding History

FSM Wealth 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 		– Sell
-2,720
Closed -$262K – 362
2026
Q1 		$262K Sell
2,720
-65
-2% -$6.81K 0.03% 254
2025
Q4 		$272K Sell
2,785
-175
-6% -$18.1K 0.04% 256
2025
Q3 		$321K Sell
2,960
-138
-4% -$15K 0.05% 226
2025
Q2 		$321K Buy
+3,098
New +$341K 0.05% 208

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

FSM Wealth Advisors's SJM Position: Q2 2026 in Review

FSM Wealth Advisors sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 2,720 shares — an estimated $262K sold.

FSM Wealth Advisors first reported a position in SJM in Q2 2025 and held it in 4 quarters. The position peaked at $321K in Q3 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • FSM Wealth Advisors reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • FSM Wealth Advisors sold 2,720 J.M. Smucker shares in Q2 2026, an estimated $262K.
  • FSM Wealth Advisors first reported a position in J.M. Smucker in Q2 2025 and held it in 4 quarters.
  • FSM Wealth Advisors's J.M. Smucker position peaked at $321K in Q3 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.