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

Integrated Wealth Concepts’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 		$666K Buy
5,924
+1,544
+35% +$157K ﹤0.01% 1486
2026
Q1 		$422K Buy
4,380
+1,578
+56% +$165K ﹤0.01% 1644
2025
Q4 		$274K Sell
2,802
-902
-24% -$93.2K ﹤0.01% 1359
2025
Q3 		$402K Sell
3,704
-4,397
-54% -$478K ﹤0.01% 1470
2025
Q2 		$795K Buy
8,101
+620
+8% +$68.2K 0.01% 1042
2025
Q1 		$886K Buy
7,481
+5,529
+283% +$597K 0.01% 883
2024
Q4 		$215K Sell
1,952
-788
-29% -$90.6K ﹤0.01% 1565
2024
Q3 		$332K Sell
2,740
-143
-5% -$16.8K ﹤0.01% 1273
2024
Q2 		$314K Sell
2,883
-18
-0.6% -$2.04K ﹤0.01% 1290
2024
Q1 		$365K Buy
2,901
+194
+7% +$24.6K 0.01% 1209
2023
Q4 		$342K Buy
2,707
+446
+20% +$51.7K 0.01% 1196
2023
Q3 		$278K Sell
2,261
-21
-0.9% -$2.98K ﹤0.01% 1260
2023
Q2 		$337K Sell
2,282
-69
-3% -$10.5K 0.01% 1171
2023
Q1 		$370K Buy
2,351
+942
+67% +$143K 0.01% 971
2022
Q4 		$223K Buy
+1,409
New +$210K 0.01% 905
2022
Q1 		– Sell
-1,571
Closed -$213K – 1041
2021
Q4 		$213K Buy
+1,571
New +$200K 0.01% 913
2021
Q3 		– Sell
-3,214
Closed -$416K – 977
2021
Q2 		$416K Buy
3,214
+653
+25% +$86.7K 0.01% 570
2021
Q1 		$324K Buy
+2,561
New +$302K 0.01% 571

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

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

Integrated Wealth Concepts increased its J.M. Smucker (SJM) stake by 35% in Q2 2026, buying an estimated $157K and bringing the position to 5,924 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #1486.

Integrated Wealth Concepts first reported a position in SJM in Q1 2021 and has held it in 18 quarters since. The position peaked at $886K in Q1 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Integrated Wealth Concepts held 5,924 shares of J.M. Smucker worth $666K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,544 J.M. Smucker shares in Q2 2026, an estimated $157K.
  • J.M. Smucker made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1486 holding.
  • Integrated Wealth Concepts first reported a position in J.M. Smucker in Q1 2021 and has held it in 18 quarters since.
  • Integrated Wealth Concepts's J.M. Smucker position peaked at $886K in Q1 2025.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.