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

Institute for 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	$35.8K	Buy	+318	New	+$32.4K	﹤0.01%	969

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Institute for Wealth Management's SJM Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in J.M. Smucker (SJM) in Q2 2026: 318 shares worth $35.8K. The stake represents ﹤0.01% of the portfolio and ranks #969 among its holdings.

520 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Institute for Wealth Management held 318 shares of J.M. Smucker worth $35.8K as of Q2 2026.
J.M. Smucker was a new Institute for Wealth Management position in Q2 2026.
J.M. Smucker made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #969 holding.
520 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.