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Keating Financial Advisory Services’s J.M. Smucker SJM Stock Holding History

Keating Financial Advisory Services’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 		$6.64K Sell
59
-24
-29% -$2.44K ﹤0.01% 1419
2026
Q1 		$8.01K Buy
83
+54
+186% +$5.66K ﹤0.01% 1222
2025
Q4 		$2.84K Buy
+29
New +$3K ﹤0.01% 1475

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 40.91% 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

Keating Financial Advisory Services's SJM Position: Q2 2026 in Review

Keating Financial Advisory Services reduced its J.M. Smucker (SJM) stake by 29% in Q2 2026, selling an estimated $2.44K and leaving 59 shares worth $6.64K. The position accounts for ﹤0.01% of the portfolio, ranked #1419.

Keating Financial Advisory Services first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.01K in Q1 2026. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Keating Financial Advisory Services held 59 shares of J.M. Smucker worth $6.64K as of Q2 2026.
  • Keating Financial Advisory Services sold 24 J.M. Smucker shares in Q2 2026, an estimated $2.44K.
  • J.M. Smucker made up ﹤0.01% of Keating Financial Advisory Services's portfolio in Q2 2026, its #1419 holding.
  • Keating Financial Advisory Services first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • Keating Financial Advisory Services's J.M. Smucker position peaked at $8.01K in Q1 2026.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Keating Financial Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.