Golden State Equity Partners’s J.M. Smucker SJM Stock Holding History

Golden State Equity 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 Q2	–	Sell	-135	Closed	-$13K	–	1522
2026 Q1	$13K	Buy	+135	New	+$14.1K	﹤0.01%	1220

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 40.89% 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

Golden State Equity Partners's SJM Position: Q2 2026 in Review

Golden State Equity Partners sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 135 shares — an estimated $13K sold.

Golden State Equity Partners first reported a position in SJM in Q1 2026 and held it in 1 quarter. The position peaked at $13K in Q1 2026. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Golden State Equity Partners reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 135 J.M. Smucker shares in Q2 2026, an estimated $13K.
Golden State Equity Partners first reported a position in J.M. Smucker in Q1 2026 and held it in 1 quarter.
Golden State Equity Partners's J.M. Smucker position peaked at $13K in Q1 2026.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.