Krilogy Financial’s J.M. Smucker SJM Stock Holding History

Krilogy Financial’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	$290K	Buy	+2,576	New	+$262K	0.01%	835
2018 Q4	–	Sell	-546	Closed	-$56K	–	571
2018 Q3	$56K	Buy	+546	New	+$59.6K	0.01%	300
2018 Q2	–	Sell	-546	Closed	-$68K	–	540
2018 Q1	$68K	Buy	546 +536	+5,360%	+$66.9K	0.02%	289
2017 Q4	$1K	Hold	10	–	–	﹤0.01%	743
2017 Q3	$1K	Hold	10	–	–	﹤0.01%	780
2017 Q2	$1K	Hold	10	–	–	﹤0.01%	701
2017 Q1	$1K	Hold	10	–	–	﹤0.01%	690
2016 Q4	$1K	Hold	10	–	–	﹤0.01%	690
2016 Q3	$1K	Hold	10	–	–	﹤0.01%	711
2016 Q2	$2K	Hold	10	–	–	﹤0.01%	686
2016 Q1	$1K	Buy	+10	New	+$1.26K	﹤0.01%	656
2015 Q4	–	Sell	-10	Closed	-$1K	–	581
2015 Q3	$1K	Buy	+10	New	+$1.11K	﹤0.01%	590

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 40.89% 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

Krilogy Financial's SJM Position: Q2 2026 in Review

Krilogy Financial opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,576 shares worth $290K. The stake represents 0.01% of the portfolio and ranks #835 among its holdings. This is a return to the name: Krilogy Financial previously reported a position in SJM as recently as Q3 2018.

Krilogy Financial first reported a position in SJM in Q3 2015 and has held it in 12 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Krilogy Financial held 2,576 shares of J.M. Smucker worth $290K as of Q2 2026.
J.M. Smucker was a new Krilogy Financial position in Q2 2026.
J.M. Smucker made up 0.01% of Krilogy Financial's portfolio in Q2 2026, its #835 holding.
Krilogy Financial first reported a position in J.M. Smucker in Q3 2015 and has held it in 12 quarters since.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Krilogy Financial's 13F filing for Q2 2026, filed 27 Jul 2026.