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

HB 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 		$632K Buy
5,615
+2,310
+70% +$235K ﹤0.01% 986
2026
Q1 		$319K Sell
3,305
-1,314
-28% -$138K ﹤0.01% 1206
2025
Q4 		$452K Sell
4,619
-348
-7% -$36K ﹤0.01% 944
2025
Q3 		$539K Buy
4,967
+1,851
+59% +$201K ﹤0.01% 830
2025
Q2 		$306K Sell
3,116
-1,557
-33% -$171K ﹤0.01% 930
2025
Q1 		$553K Buy
4,673
+662
+17% +$71.5K ﹤0.01% 727
2024
Q4 		$442K Sell
4,011
-505
-11% -$58.1K ﹤0.01% 661
2024
Q3 		$547K Buy
4,516
+537
+13% +$63.3K 0.01% 560
2024
Q2 		$434K Buy
3,979
+865
+28% +$97.9K 0.01% 583
2024
Q1 		$392K Sell
3,114
-996
-24% -$126K ﹤0.01% 567
2023
Q4 		$519K Sell
4,110
-1,205
-23% -$140K 0.01% 443
2023
Q3 		$653K Buy
5,315
+1,893
+55% +$269K 0.01% 373
2023
Q2 		$505K Buy
3,422
+479
+16% +$73.1K 0.01% 413
2023
Q1 		$463K Sell
2,943
-5,678
-66% -$862K 0.01% 426
2022
Q4 		$1.37M Buy
8,621
+6,375
+284% +$950K 0.02% 240
2022
Q3 		$309K Sell
2,246
-780
-26% -$106K 0.01% 433
2022
Q2 		$387K Buy
+3,026
New +$404K 0.01% 388
2022
Q1 		– Sell
-1,887
Closed -$256K – 614
2021
Q4 		$256K Buy
+1,887
New +$241K 0.01% 427

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

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

HB Wealth Management increased its J.M. Smucker (SJM) stake by 70% in Q2 2026, buying an estimated $235K and bringing the position to 5,615 shares worth $632K. The position accounts for ﹤0.01% of the portfolio, ranked #986.

HB Wealth Management first reported a position in SJM in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.37M in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • HB Wealth Management held 5,615 shares of J.M. Smucker worth $632K as of Q2 2026.
  • HB Wealth Management bought 2,310 J.M. Smucker shares in Q2 2026, an estimated $235K.
  • J.M. Smucker made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #986 holding.
  • HB Wealth Management first reported a position in J.M. Smucker in Q4 2021 and has held it in 18 quarters since.
  • HB Wealth Management's J.M. Smucker position peaked at $1.37M in Q4 2022.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.