Intentional Wealth Strategies’s J.M. Smucker SJM Stock Holding History

Intentional Wealth Strategies’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	–	Sell	-8	Closed	-$772	–	755
2026 Q1	$772	Buy	+8	New	+$838	﹤0.01%	802

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

Intentional Wealth Strategies's SJM Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 8 shares — an estimated $772 sold.

Intentional Wealth Strategies first reported a position in SJM in Q1 2026 and held it in 1 quarter. The position peaked at $772 in Q1 2026. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Intentional Wealth Strategies reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Intentional Wealth Strategies sold 8 J.M. Smucker shares in Q2 2026, an estimated $772.
Intentional Wealth Strategies first reported a position in J.M. Smucker in Q1 2026 and held it in 1 quarter.
Intentional Wealth Strategies's J.M. Smucker position peaked at $772 in Q1 2026.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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