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Highline Wealth Partners’s J.M. Smucker SJM Stock Holding History

Highline Wealth Partners’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 		$8.78K Buy
78
+72
+1,200% +$7.33K ﹤0.01% 667
2026
Q1 		$579 Buy
+6
New +$628 ﹤0.01% 1207
2025
Q2 		– Sell
-12
Closed -$1.42K – 1055
2025
Q1 		$1.42K Buy
+12
New +$1.3K ﹤0.01% 688

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

Highline Wealth Partners's SJM Position: Q2 2026 in Review

Highline Wealth Partners increased its J.M. Smucker (SJM) stake by 1,200% in Q2 2026, buying an estimated $7.33K and bringing the position to 78 shares worth $8.78K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Highline Wealth Partners first reported a position in SJM in Q1 2025 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Highline Wealth Partners held 78 shares of J.M. Smucker worth $8.78K as of Q2 2026.
  • Highline Wealth Partners bought 72 J.M. Smucker shares in Q2 2026, an estimated $7.33K.
  • J.M. Smucker made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #667 holding.
  • Highline Wealth Partners first reported a position in J.M. Smucker in Q1 2025 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.