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

Kingsview 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 		$220K Buy
+1,952
New +$199K ﹤0.01% 1323
2026
Q1 		– Sell
-2,956
Closed -$289K – 1414
2025
Q4 		$289K Sell
2,956
-694
-19% -$71.7K ﹤0.01% 1032
2025
Q3 		$396K Sell
3,650
-622
-15% -$67.6K 0.01% 876
2025
Q2 		$420K Sell
4,272
-80,930
-95% -$8.9M 0.01% 832
2025
Q1 		$10.1M Buy
85,202
+5,089
+6% +$550K 0.19% 112
2024
Q4 		$8.82M Buy
80,113
+6,898
+9% +$793K 0.17% 126
2024
Q3 		$8.87M Buy
+73,215
New +$8.63M 0.19% 110
2024
Q2 		– Sell
-1,843
Closed -$232K – 1111
2024
Q1 		$232K Sell
1,843
-73
-4% -$9.24K 0.01% 917
2023
Q4 		$242K Sell
1,916
-232
-11% -$26.9K 0.01% 833
2023
Q3 		$264K Buy
2,148
+223
+12% +$31.7K 0.01% 796
2023
Q2 		$284K Sell
1,925
-34
-2% -$5.19K 0.01% 760
2023
Q1 		$308K Sell
1,959
-50
-2% -$7.59K 0.01% 706
2022
Q4 		$318K Sell
2,009
-20,818
-91% -$3.1M 0.01% 649
2022
Q3 		$3.14M Buy
22,827
+2,384
+12% +$325K 0.15% 158
2022
Q2 		$2.62M Buy
20,443
+1,850
+10% +$247K 0.13% 180
2022
Q1 		$2.52M Buy
18,593
+1,551
+9% +$211K 0.11% 197
2021
Q4 		$2.31M Buy
17,042
+1,496
+10% +$191K 0.1% 222
2021
Q3 		$1.87M Buy
15,546
+2,435
+19% +$310K 0.09% 238
2021
Q2 		$1.71M Buy
13,111
+1,573
+14% +$209K 0.08% 259
2021
Q1 		$1.46M Buy
11,538
+2,515
+28% +$297K 0.08% 253
2020
Q4 		$1.04M Buy
9,023
+1,304
+17% +$152K 0.08% 266
2020
Q3 		$892K Buy
7,719
+1,353
+21% +$151K 0.08% 248
2020
Q2 		$674K Buy
6,366
+1,792
+39% +$201K 0.07% 271
2020
Q1 		$508K Buy
4,574
+577
+14% +$61.7K 0.07% 264
2019
Q4 		$416K Buy
3,997
+1,422
+55% +$151K 0.05% 316
2019
Q3 		$283K Buy
+2,575
New +$287K 0.04% 346

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

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

Kingsview Wealth Management opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,952 shares worth $220K. The stake represents ﹤0.01% of the portfolio and ranks #1323 among its holdings. This is a return to the name: Kingsview Wealth Management previously reported a position in SJM as recently as Q4 2025.

Kingsview Wealth Management first reported a position in SJM in Q3 2019 and has held it in 26 quarters since. The position peaked at $10.1M in Q1 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Kingsview Wealth Management held 1,952 shares of J.M. Smucker worth $220K as of Q2 2026.
  • J.M. Smucker was a new Kingsview Wealth Management position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1323 holding.
  • Kingsview Wealth Management first reported a position in J.M. Smucker in Q3 2019 and has held it in 26 quarters since.
  • Kingsview Wealth Management's J.M. Smucker position peaked at $10.1M in Q1 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.