Gilpin Wealth Management’s J.M. Smucker SJM Stock Holding History

Gilpin Wealth Management’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	$1.57K	Hold	14	–	–	﹤0.01%	454
2026 Q1	$1.35K	Hold	14	–	–	﹤0.01%	443
2025 Q4	$1.37K	Buy	+14	New	+$1.45K	﹤0.01%	410

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gilpin Wealth Management's SJM Position: Q2 2026 in Review

Gilpin Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 14 shares worth $1.57K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Gilpin Wealth Management first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Gilpin Wealth Management held 14 shares of J.M. Smucker worth $1.57K as of Q2 2026.
Gilpin Wealth Management left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #454 holding.
Gilpin Wealth Management first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.