Great Valley Advisor Group’s J.M. Smucker SJM Stock Holding History

Great Valley Advisor Group’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	$555K	Buy	4,930 +86	+2%	+$8.76K	0.01%	689
2026 Q1	$467K	Sell	4,844 -4,332	-47%	-$454K	0.01%	705
2025 Q4	$898K	Buy	9,176 +1,586	+21%	+$164K	0.02%	498
2025 Q3	$824K	Buy	7,590 +2,430	+47%	+$264K	0.02%	508
2025 Q2	$507K	Sell	5,160 -292	-5%	-$32.1K	0.01%	603
2025 Q1	$645K	Sell	5,452 -26,033	-83%	-$2.81M	0.01%	531
2024 Q4	$3.47M	Buy	31,485 +4,514	+17%	+$519K	0.08%	233
2024 Q3	$3.27M	Buy	+26,971	New	+$3.18M	0.08%	244
2024 Q1	–	Sell	-10,455	Closed	-$1.32M	–	776
2023 Q4	$1.32M	Buy	+10,455	New	+$1.21M	0.05%	299

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 $3.38T AUM 44.17% 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

Great Valley Advisor Group's SJM Position: Q2 2026 in Review

Great Valley Advisor Group increased its J.M. Smucker (SJM) stake by 1.8% in Q2 2026, buying an estimated $8.76K and bringing the position to 4,930 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #689.

Great Valley Advisor Group first reported a position in SJM in Q4 2023 and has held it in 9 quarters since. The position peaked at $3.47M in Q4 2024. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Great Valley Advisor Group held 4,930 shares of J.M. Smucker worth $555K as of Q2 2026.
Great Valley Advisor Group bought 86 J.M. Smucker shares in Q2 2026, an estimated $8.76K.
J.M. Smucker made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #689 holding.
Great Valley Advisor Group first reported a position in J.M. Smucker in Q4 2023 and has held it in 9 quarters since.
Great Valley Advisor Group's J.M. Smucker position peaked at $3.47M in Q4 2024.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.