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

Golden State 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 		$225 Hold
2
– – ﹤0.01% 1570
2026
Q1 		$193 Sell
2
-989
-100% -$104K ﹤0.01% 1554
2025
Q4 		$96.9K Buy
991
+92
+10% +$9.51K 0.01% 527
2025
Q3 		$97.7K Sell
899
-62
-6% -$6.73K 0.01% 508
2025
Q2 		$94.4K Buy
961
+119
+14% +$13.1K 0.01% 493
2025
Q1 		$99.8K Buy
842
+8
+1% +$864 0.01% 443
2024
Q4 		$91.9K Buy
+834
New +$95.9K 0.01% 446
2020
Q2 		– Sell
-415
Closed -$46K – 771
2020
Q1 		$46K Buy
+415
New +$44.4K 0.02% 374
2019
Q4 		– Sell
-100
Closed -$11K – 772
2019
Q3 		$11K Hold
100
– – ﹤0.01% 734
2019
Q2 		$11K Buy
+100
New +$12.2K ﹤0.01% 735

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

Golden State Wealth Management's SJM Position: Q2 2026 in Review

Golden State Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 2 shares worth $225. The position accounts for ﹤0.01% of the portfolio, ranked #1570.

Golden State Wealth Management first reported a position in SJM in Q2 2019 and has held it in 10 quarters since. The position peaked at $99.8K in Q1 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Golden State Wealth Management held 2 shares of J.M. Smucker worth $225 as of Q2 2026.
  • Golden State Wealth Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1570 holding.
  • Golden State Wealth Management first reported a position in J.M. Smucker in Q2 2019 and has held it in 10 quarters since.
  • Golden State Wealth Management's J.M. Smucker position peaked at $99.8K in Q1 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.