HNW
SJM icon

High Note Wealth’s J.M. Smucker SJM Stock Holding History

High Note Wealth’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 		$5.17K Buy
+46
New +$4.68K ﹤0.01% 592
2026
Q1 		– Sell
-34
Closed -$3.33K – 994
2025
Q4 		$3.33K Sell
34
-7
-17% -$724 ﹤0.01% 645
2025
Q3 		$4.45K Buy
41
+26
+173% +$2.82K ﹤0.01% 524
2025
Q2 		$1.47K Buy
+15
New +$1.65K ﹤0.01% 730

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 40.89% 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

High Note Wealth's SJM Position: Q2 2026 in Review

High Note Wealth opened a new position in J.M. Smucker (SJM) in Q2 2026: 46 shares worth $5.17K. The stake represents ﹤0.01% of the portfolio and ranks #592 among its holdings. This is a return to the name: High Note Wealth previously reported a position in SJM as recently as Q4 2025.

High Note Wealth first reported a position in SJM in Q2 2025 and has held it in 4 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • High Note Wealth held 46 shares of J.M. Smucker worth $5.17K as of Q2 2026.
  • J.M. Smucker was a new High Note Wealth position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #592 holding.
  • High Note Wealth first reported a position in J.M. Smucker in Q2 2025 and has held it in 4 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.