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Inlet Private Wealth’s J.M. Smucker SJM Stock Holding History

Inlet Private 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 		$1.93M Buy
17,180
+3,150
+22% +$321K 0.47% 63
2026
Q1 		$1.35M Buy
14,030
+3,685
+36% +$386K 0.35% 74
2025
Q4 		$1.01M Sell
10,345
-1,500
-13% -$155K 0.23% 78
2025
Q3 		$1.29M Buy
11,845
+50
+0.4% +$5.43K 0.29% 78
2025
Q2 		$1.16M Buy
+11,795
New +$1.3M 0.28% 81

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

Inlet Private Wealth's SJM Position: Q2 2026 in Review

Inlet Private Wealth increased its J.M. Smucker (SJM) stake by 22% in Q2 2026, buying an estimated $321K and bringing the position to 17,180 shares worth $1.93M. The position accounts for 0.47% of the portfolio, ranked #63.

Inlet Private Wealth first reported a position in SJM in Q2 2025 and has held it in 5 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Inlet Private Wealth held 17,180 shares of J.M. Smucker worth $1.93M as of Q2 2026.
  • Inlet Private Wealth bought 3,150 J.M. Smucker shares in Q2 2026, an estimated $321K.
  • J.M. Smucker made up 0.47% of Inlet Private Wealth's portfolio in Q2 2026, its #63 holding.
  • Inlet Private Wealth first reported a position in J.M. Smucker in Q2 2025 and has held it in 5 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Inlet Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.