HBW Advisory Services’s J.M. Smucker SJM Stock Holding History

HBW Advisory Services’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	$2.14M	Buy	19,056 +864	+5%	+$88K	0.19%	113
2026 Q1	$1.75M	Buy	18,192 +2,566	+16%	+$269K	0.18%	128
2025 Q4	$1.53M	Sell	15,626 -2,544	-14%	-$263K	0.17%	131
2025 Q3	$1.97M	Buy	18,170 +276	+2%	+$30K	0.22%	110
2025 Q2	$1.76M	Sell	17,894 -666	-4%	-$73.2K	0.22%	113
2025 Q1	$2.2M	Buy	+18,560	New	+$2M	0.31%	89
2024 Q4	–	Sell	-1,302	Closed	-$158K	–	405
2024 Q3	$158K	Sell	1,302 -68	-5%	-$8.01K	0.02%	350
2024 Q2	$149K	Sell	1,370 -156	-10%	-$17.7K	0.02%	327
2024 Q1	$193K	Hold	1,526	–	–	0.04%	289
2023 Q4	$193K	Sell	1,526 -76	-5%	-$8.81K	0.04%	289
2023 Q3	$197K	Sell	1,602 -60	-4%	-$8.52K	0.04%	273
2023 Q2	$245K	Sell	1,662 -57	-3%	-$8.69K	0.05%	255
2023 Q1	$271K	Buy	+1,719	New	+$261K	0.07%	215
2022 Q4	–	Sell	-1,821	Closed	-$250K	–	273
2022 Q3	$250K	Sell	1,821 -191	-9%	-$26K	0.07%	193
2022 Q2	$258K	Buy	+2,012	New	+$268K	0.07%	190
2022 Q1	–	Sell	-2,943	Closed	-$400K	–	266
2021 Q4	$400K	Sell	2,943 -656	-18%	-$83.7K	0.09%	182
2021 Q3	$432K	Sell	3,599 -152	-4%	-$19.3K	0.11%	172
2021 Q2	$486K	Sell	3,751 -431	-10%	-$57.2K	0.13%	154
2021 Q1	$529K	Sell	4,182 -511	-11%	-$60.3K	0.14%	140
2020 Q4	$543K	Sell	4,693 -254	-5%	-$29.5K	0.17%	121
2020 Q3	$571K	Sell	4,947 -768	-13%	-$85.6K	0.23%	106
2020 Q2	$605K	Sell	5,715 -391	-6%	-$43.9K	0.28%	92
2020 Q1	$678K	Sell	6,106 -362	-6%	-$38.7K	0.49%	63
2019 Q4	$674K	Buy	+6,468	New	+$685K	0.39%	63

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

HBW Advisory Services's SJM Position: Q2 2026 in Review

HBW Advisory Services increased its J.M. Smucker (SJM) stake by 4.7% in Q2 2026, buying an estimated $88K and bringing the position to 19,056 shares worth $2.14M. The position accounts for 0.19% of the portfolio, ranked #113.

HBW Advisory Services first reported a position in SJM in Q4 2019 and has held it in 24 quarters since. The position peaked at $2.2M in Q1 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

HBW Advisory Services held 19,056 shares of J.M. Smucker worth $2.14M as of Q2 2026.
HBW Advisory Services bought 864 J.M. Smucker shares in Q2 2026, an estimated $88K.
J.M. Smucker made up 0.19% of HBW Advisory Services's portfolio in Q2 2026, its #113 holding.
HBW Advisory Services first reported a position in J.M. Smucker in Q4 2019 and has held it in 24 quarters since.
HBW Advisory Services's J.M. Smucker position peaked at $2.2M in Q1 2025.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.