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Measured Wealth Private Client Group’s J.M. Smucker SJM Stock Holding History

Measured Wealth Private Client 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 		$20.1K Hold
179
– – ﹤0.01% 488
2026
Q1 		$17.3K Buy
+179
New +$18.7K ﹤0.01% 508
2018
Q4 		– Sell
-170
Closed -$18K – 593
2018
Q3 		$18K Buy
+170
New +$18.6K 0.01% 537

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

Measured Wealth Private Client Group's SJM Position: Q2 2026 in Review

Measured Wealth Private Client Group held its J.M. Smucker (SJM) position steady in Q2 2026 at 179 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Measured Wealth Private Client Group first reported a position in SJM in Q3 2018 and has held it in 3 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Measured Wealth Private Client Group held 179 shares of J.M. Smucker worth $20.1K as of Q2 2026.
  • Measured Wealth Private Client Group left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #488 holding.
  • Measured Wealth Private Client Group first reported a position in J.M. Smucker in Q3 2018 and has held it in 3 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.