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Holos Integrated Wealth’s J.M. Smucker SJM Stock Holding History

Holos Integrated 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 		$3.28K Hold
29
– – ﹤0.01% 323
2026
Q1 		$2.73K Hold
29
– – ﹤0.01% 330
2025
Q4 		$2.8K Hold
29
– – ﹤0.01% 262
2025
Q3 		$3.04K Hold
29
– – ﹤0.01% 255
2025
Q2 		$3.21K Hold
29
– – ﹤0.01% 254
2025
Q1 		$3.43K Hold
29
– – ﹤0.01% 251
2024
Q4 		$3.19K Buy
+29
New +$3.34K ﹤0.01% 257

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

Holos Integrated Wealth's SJM Position: Q2 2026 in Review

Holos Integrated Wealth held its J.M. Smucker (SJM) position steady in Q2 2026 at 29 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Holos Integrated Wealth first reported a position in SJM in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.43K in Q1 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Holos Integrated Wealth held 29 shares of J.M. Smucker worth $3.28K as of Q2 2026.
  • Holos Integrated Wealth left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #323 holding.
  • Holos Integrated Wealth first reported a position in J.M. Smucker in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's J.M. Smucker position peaked at $3.43K in Q1 2025.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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