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

Lloyd 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 		$18.6K Sell
165
-5,679
-97% -$578K 0.01% 327
2026
Q1 		$564K Buy
5,844
+5,594
+2,238% +$586K 0.16% 74
2025
Q4 		$24.5K Buy
+250
New +$25.8K 0.01% 313

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's SJM Position: Q2 2026 in Review

Lloyd Advisory Services reduced its J.M. Smucker (SJM) stake by 97% in Q2 2026, selling an estimated $578K and leaving 165 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #327.

Lloyd Advisory Services first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. The position peaked at $564K in Q1 2026. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Lloyd Advisory Services held 165 shares of J.M. Smucker worth $18.6K as of Q2 2026.
  • Lloyd Advisory Services sold 5,679 J.M. Smucker shares in Q2 2026, an estimated $578K.
  • J.M. Smucker made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #327 holding.
  • Lloyd Advisory Services first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • Lloyd Advisory Services's J.M. Smucker position peaked at $564K in Q1 2026.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.