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

HighMark 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 		$9.11K Hold
81
– – ﹤0.01% 330
2026
Q1 		$7.81K Buy
81
+49
+153% +$5.13K ﹤0.01% 320
2025
Q4 		$3.13K Buy
32
+7
+28% +$724 ﹤0.01% 450
2025
Q3 		$2.71K Buy
+25
New +$2.71K ﹤0.01% 461

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

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

HighMark Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 81 shares worth $9.11K. The position accounts for ﹤0.01% of the portfolio, ranked #330.

HighMark Wealth Management first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • HighMark Wealth Management held 81 shares of J.M. Smucker worth $9.11K as of Q2 2026.
  • HighMark Wealth Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of HighMark Wealth Management's portfolio in Q2 2026, its #330 holding.
  • HighMark Wealth Management first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on HighMark Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.