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

IMA 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	$63.6K	Sell	565 -141	-20%	-$14.4K	﹤0.01%	477
2026 Q1	$68.1K	Hold	706	–	–	0.01%	234
2025 Q4	$69.1K	Hold	706	–	–	0.01%	230
2025 Q3	$76.7K	Hold	706	–	–	0.01%	212
2025 Q2	$69.3K	Hold	706	–	–	0.01%	209
2025 Q1	$83.6K	Buy	+706	New	+$76.2K	0.01%	204
2024 Q4	–	Sell	-1,102	Closed	-$133K	–	263
2024 Q3	$133K	Buy	+1,102	New	+$130K	0.03%	145
2023 Q4	–	Sell	-706	Closed	-$86.8K	–	236
2023 Q3	$86.8K	Hold	706	–	–	0.02%	160
2023 Q2	$104K	Sell	706 -26	-4%	-$3.97K	0.03%	151
2023 Q1	$115K	Hold	732	–	–	0.03%	147
2022 Q4	$116K	Hold	732	–	–	0.03%	154
2022 Q3	$101K	Hold	732	–	–	0.03%	156
2022 Q2	$94K	Buy	+732	New	+$97.6K	0.02%	170
2019 Q2	–	Sell	-200	Closed	-$23K	–	307
2019 Q1	$23K	Buy	+200	New	+$20.9K	0.01%	182

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 40.89% 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

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

IMA Advisory Services reduced its J.M. Smucker (SJM) stake by 20% in Q2 2026, selling an estimated $14.4K and leaving 565 shares worth $63.6K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

IMA Advisory Services first reported a position in SJM in Q1 2019 and has held it in 14 quarters since. The position peaked at $133K in Q3 2024. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

IMA Advisory Services held 565 shares of J.M. Smucker worth $63.6K as of Q2 2026.
IMA Advisory Services sold 141 J.M. Smucker shares in Q2 2026, an estimated $14.4K.
J.M. Smucker made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #477 holding.
IMA Advisory Services first reported a position in J.M. Smucker in Q1 2019 and has held it in 14 quarters since.
IMA Advisory Services's J.M. Smucker position peaked at $133K in Q3 2024.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.