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

McCarter 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 		$491K Buy
4,364
+726
+20% +$73.9K 0.17% 111
2026
Q1 		$351K Buy
3,638
+665
+22% +$69.6K 0.15% 119
2025
Q4 		$291K Buy
+2,973
New +$307K 0.13% 131

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

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

McCarter Private Wealth Services increased its J.M. Smucker (SJM) stake by 20% in Q2 2026, buying an estimated $73.9K and bringing the position to 4,364 shares worth $491K. The position accounts for 0.17% of the portfolio, ranked #111.

McCarter Private Wealth Services first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • McCarter Private Wealth Services held 4,364 shares of J.M. Smucker worth $491K as of Q2 2026.
  • McCarter Private Wealth Services bought 726 J.M. Smucker shares in Q2 2026, an estimated $73.9K.
  • J.M. Smucker made up 0.17% of McCarter Private Wealth Services's portfolio in Q2 2026, its #111 holding.
  • McCarter Private Wealth Services first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.