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Larson Financial Group’s J.M. Smucker SJM Stock Holding History

Larson Financial Group’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 		$68.7K Buy
611
+131
+27% +$13.3K ﹤0.01% 1373
2026
Q1 		$46.3K Buy
480
+2
+0.4% +$209 ﹤0.01% 1397
2025
Q4 		$46.7K Sell
478
-211
-31% -$21.8K ﹤0.01% 1260
2025
Q3 		$74.8K Buy
689
+476
+223% +$51.7K ﹤0.01% 1012
2025
Q2 		$20.9K Buy
213
+12
+6% +$1.32K ﹤0.01% 1473
2025
Q1 		$23.8K Buy
201
+60
+43% +$6.48K ﹤0.01% 1298
2024
Q4 		$15.6K Buy
141
+52
+58% +$5.98K ﹤0.01% 1317
2024
Q3 		$10.8K Buy
89
+69
+345% +$8.13K ﹤0.01% 1453
2024
Q2 		$2.21K Buy
+20
New +$2.26K ﹤0.01% 1584
2024
Q1 		– Sell
-5
Closed -$675 – 1888
2023
Q4 		$675 Hold
5
– – ﹤0.01% 1535
2023
Q3 		$652 Sell
5
-71
-93% -$10.1K ﹤0.01% 1549
2023
Q2 		$11.3K Buy
76
+3
+4% +$458 ﹤0.01% 894
2023
Q1 		$11.5K Hold
73
– – ﹤0.01% 885
2022
Q4 		$11.6K Hold
73
– – ﹤0.01% 822
2022
Q3 		$10K Buy
73
+71
+3,550% +$9.68K ﹤0.01% 798
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1290
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1150
2021
Q4 		$0 Sell
2
-3
-60% -$383 ﹤0.01% 1165
2021
Q3 		$1K Hold
5
– – ﹤0.01% 849
2021
Q2 		$1K Hold
5
– – ﹤0.01% 787
2021
Q1 		$1K Buy
+5
New +$590 ﹤0.01% 794

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 40.89% 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

Larson Financial Group's SJM Position: Q2 2026 in Review

Larson Financial Group increased its J.M. Smucker (SJM) stake by 27% in Q2 2026, buying an estimated $13.3K and bringing the position to 611 shares worth $68.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1373.

Larson Financial Group first reported a position in SJM in Q1 2021 and has held it in 21 quarters since. The position peaked at $74.8K in Q3 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Larson Financial Group held 611 shares of J.M. Smucker worth $68.7K as of Q2 2026.
  • Larson Financial Group bought 131 J.M. Smucker shares in Q2 2026, an estimated $13.3K.
  • J.M. Smucker made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1373 holding.
  • Larson Financial Group first reported a position in J.M. Smucker in Q1 2021 and has held it in 21 quarters since.
  • Larson Financial Group's J.M. Smucker position peaked at $74.8K in Q3 2025.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.