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Independent Advisor Alliance’s J.M. Smucker SJM Stock Holding History

Independent Advisor Alliance’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 		$570K Buy
5,062
+444
+10% +$45.2K 0.01% 622
2026
Q1 		$445K Sell
4,618
-304
-6% -$31.8K ﹤0.01% 1161
2025
Q4 		$481K Sell
4,922
-278
-5% -$28.7K 0.01% 659
2025
Q3 		$565K Buy
5,200
+247
+5% +$26.8K 0.01% 584
2025
Q2 		$486K Sell
4,953
-546
-10% -$60K 0.01% 596
2025
Q1 		$651K Sell
5,499
-342
-6% -$36.9K 0.02% 462
2024
Q4 		$643K Buy
5,841
+737
+14% +$84.8K 0.01% 866
2024
Q3 		$618K Sell
5,104
-299
-6% -$35.2K 0.02% 415
2024
Q2 		$589K Buy
5,403
+685
+15% +$77.5K 0.02% 427
2024
Q1 		$594K Sell
4,718
-46
-1% -$5.82K 0.02% 415
2023
Q4 		$602K Buy
4,764
+527
+12% +$61.1K 0.02% 403
2023
Q3 		$521K Sell
4,237
-6,908
-62% -$981K 0.02% 406
2023
Q2 		$1.65M Buy
11,145
+2,506
+29% +$382K 0.07% 226
2023
Q1 		$1.36M Buy
+8,639
New +$1.31M 0.07% 247

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's SJM Position: Q2 2026 in Review

Independent Advisor Alliance increased its J.M. Smucker (SJM) stake by 9.6% in Q2 2026, buying an estimated $45.2K and bringing the position to 5,062 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #622.

Independent Advisor Alliance first reported a position in SJM in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.65M in Q2 2023. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Independent Advisor Alliance held 5,062 shares of J.M. Smucker worth $570K as of Q2 2026.
  • Independent Advisor Alliance bought 444 J.M. Smucker shares in Q2 2026, an estimated $45.2K.
  • J.M. Smucker made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #622 holding.
  • Independent Advisor Alliance first reported a position in J.M. Smucker in Q1 2023 and has held it in 14 quarters since.
  • Independent Advisor Alliance's J.M. Smucker position peaked at $1.65M in Q2 2023.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.