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Gen-Wealth Partners’s J.M. Smucker SJM Stock Holding History

Gen-Wealth Partners’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
Q1 		$868K Buy
8,999
+1,984
+28% +$208K 0.27% 77
2025
Q4 		$686K Buy
7,015
+1,894
+37% +$196K 0.22% 86
2025
Q3 		$556K Sell
5,121
-1,334
-21% -$145K 0.19% 125
2025
Q2 		$634K Sell
6,455
-525
-8% -$57.7K 0.24% 106
2025
Q1 		$827K Buy
6,980
+486
+7% +$52.5K 0.35% 77
2024
Q4 		$715K Buy
6,494
+80
+1% +$9.2K 0.31% 85
2024
Q3 		$731K Buy
6,414
+916
+17% +$108K 0.32% 70
2024
Q2 		$599K Buy
5,498
+1,077
+24% +$122K 0.29% 78
2024
Q1 		$557K Buy
+4,421
New +$560K 0.28% 86

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Gen-Wealth Partners's SJM Position: Q1 2026 in Review

Gen-Wealth Partners increased its J.M. Smucker (SJM) stake by 28% in Q1 2026, buying an estimated $208K and bringing the position to 8,999 shares worth $868K. The position accounts for 0.27% of the portfolio, ranked #77.

Gen-Wealth Partners first reported a position in SJM in Q1 2024 and has held it in 9 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Gen-Wealth Partners held 8,999 shares of J.M. Smucker worth $868K as of Q1 2026.
  • Gen-Wealth Partners bought 1,984 J.M. Smucker shares in Q1 2026, an estimated $208K.
  • J.M. Smucker made up 0.27% of Gen-Wealth Partners's portfolio in Q1 2026, its #77 holding.
  • Gen-Wealth Partners first reported a position in J.M. Smucker in Q1 2024 and has held it in 9 quarters since.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.