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Kestra Private Wealth Services’s J.M. Smucker SJM Stock Holding History

Kestra Private Wealth 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 		$3.78M Buy
33,615
+2,175
+7% +$222K 0.04% 415
2026
Q1 		$3.03M Buy
31,440
+1,515
+5% +$159K 0.04% 436
2025
Q4 		$2.93M Buy
29,925
+1,917
+7% +$198K 0.04% 434
2025
Q3 		$3.04M Buy
28,008
+1,002
+4% +$109K 0.04% 417
2025
Q2 		$2.65M Buy
27,006
+766
+3% +$84.2K 0.04% 427
2025
Q1 		$3.11M Buy
26,240
+532
+2% +$57.5K 0.05% 354
2024
Q4 		$2.83M Buy
25,708
+1,892
+8% +$218K 0.05% 351
2024
Q3 		$2.88M Buy
23,816
+841
+4% +$99.1K 0.05% 333
2024
Q2 		$2.51M Buy
22,975
+20,216
+733% +$2.29M 0.05% 340
2024
Q1 		$347K Sell
2,759
-726
-21% -$91.9K 0.01% 950
2023
Q4 		$440K Buy
3,485
+5
+0.1% +$579 0.01% 784
2023
Q3 		$428K Buy
3,480
+190
+6% +$27K 0.01% 725
2023
Q2 		$486K Buy
3,290
+59
+2% +$9K 0.02% 648
2023
Q1 		$508K Buy
3,231
+103
+3% +$15.6K 0.02% 593
2022
Q4 		$496K Buy
3,128
+798
+34% +$119K 0.03% 526
2022
Q3 		$320K Buy
2,330
+216
+10% +$29.4K 0.02% 630
2022
Q2 		$271K Buy
2,114
+128
+6% +$17.1K 0.02% 689
2022
Q1 		$269K Buy
+1,986
New +$271K 0.01% 779

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

Kestra Private Wealth Services's SJM Position: Q2 2026 in Review

Kestra Private Wealth Services increased its J.M. Smucker (SJM) stake by 6.9% in Q2 2026, buying an estimated $222K and bringing the position to 33,615 shares worth $3.78M. The position accounts for 0.04% of the portfolio, ranked #415.

Kestra Private Wealth Services first reported a position in SJM in Q1 2022 and has held it in 18 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Kestra Private Wealth Services held 33,615 shares of J.M. Smucker worth $3.78M as of Q2 2026.
  • Kestra Private Wealth Services bought 2,175 J.M. Smucker shares in Q2 2026, an estimated $222K.
  • J.M. Smucker made up 0.04% of Kestra Private Wealth Services's portfolio in Q2 2026, its #415 holding.
  • Kestra Private Wealth Services first reported a position in J.M. Smucker in Q1 2022 and has held it in 18 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.