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

Integris 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	$248K	Hold	2,200	–	–	0.05%	118
2026 Q1	$212K	Hold	2,200	–	–	0.05%	113
2025 Q4	$215K	Hold	2,200	–	–	0.05%	111
2025 Q3	$239K	Hold	2,200	–	–	0.06%	108
2025 Q2	$216K	Hold	2,200	–	–	0.06%	109
2025 Q1	$261K	Hold	2,200	–	–	0.07%	88
2024 Q4	$242K	Hold	2,200	–	–	0.07%	92
2024 Q3	$266K	Hold	2,200	–	–	0.07%	82
2024 Q2	$240K	Hold	2,200	–	–	0.07%	86
2024 Q1	$277K	Hold	2,200	–	–	0.08%	79
2023 Q4	$278K	Hold	2,200	–	–	0.08%	77
2023 Q3	$270K	Hold	2,200	–	–	0.09%	75
2023 Q2	$325K	Hold	2,200	–	–	0.11%	58
2023 Q1	$346K	Hold	2,200	–	–	0.13%	57
2022 Q4	$349K	Buy	+2,200	New	+$328K	0.14%	55

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 40.91% 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

Integris Wealth Management's SJM Position: Q2 2026 in Review

Integris Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 2,200 shares worth $248K. The position accounts for 0.05% of the portfolio, ranked #118.

Integris Wealth Management first reported a position in SJM in Q4 2022 and has held it in 15 quarters since. The position peaked at $349K in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Integris Wealth Management held 2,200 shares of J.M. Smucker worth $248K as of Q2 2026.
Integris Wealth Management left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up 0.05% of Integris Wealth Management's portfolio in Q2 2026, its #118 holding.
Integris Wealth Management first reported a position in J.M. Smucker in Q4 2022 and has held it in 15 quarters since.
Integris Wealth Management's J.M. Smucker position peaked at $349K in Q4 2022.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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