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Mission Wealth Management’s J.M. Smucker SJM Stock Holding History

Mission Wealth Management’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 		$248K Buy
+2,205
New +$225K ﹤0.01% 946
2024
Q4 		– Sell
-1,763
Closed -$213K – 715
2024
Q3 		$213K Buy
+1,763
New +$208K 0.01% 625
2024
Q2 		– Sell
-2,540
Closed -$320K – 724
2024
Q1 		$320K Buy
+2,540
New +$322K 0.01% 536
2023
Q3 		– Sell
-1,562
Closed -$231K – 572
2023
Q2 		$231K Sell
1,562
-468
-23% -$71.4K 0.01% 493
2023
Q1 		$319K Buy
2,030
+24
+1% +$3.65K 0.01% 431
2022
Q4 		$318K Sell
2,006
-14
-0.7% -$2.09K 0.02% 410
2022
Q3 		$278K Buy
2,020
+8
+0.4% +$1.09K 0.01% 412
2022
Q2 		$258K Buy
2,012
+29
+1% +$3.87K 0.01% 426
2022
Q1 		$269K Sell
1,983
-10
-0.5% -$1.36K 0.01% 443
2021
Q4 		$271K Buy
1,993
+35
+2% +$4.46K 0.01% 457
2021
Q3 		$235K Hold
1,958
– – 0.01% 460
2021
Q2 		$254K Sell
1,958
-100
-5% -$13.3K 0.01% 428
2021
Q1 		$260K Buy
2,058
+99
+5% +$11.7K 0.02% 389
2020
Q4 		$226K Buy
1,959
+2
+0.1% +$232 0.01% 383
2020
Q3 		$226K Sell
1,957
-3
-0.2% -$334 0.02% 324
2020
Q2 		$207K Hold
1,960
– – 0.02% 313
2020
Q1 		$218K Hold
1,960
– – 0.02% 271
2019
Q4 		$204K Hold
1,960
– – 0.02% 326
2019
Q3 		$216K Sell
1,960
-100
-5% -$11.1K 0.02% 295
2019
Q2 		$237K Buy
2,060
+104
+5% +$12.7K 0.03% 273
2019
Q1 		$228K Buy
+1,956
New +$204K 0.03% 284
2018
Q4 		– Sell
-1,953
Closed -$200K – 296
2018
Q3 		$200K Hold
1,953
– – 0.03% 273
2018
Q2 		$210K Sell
1,953
-221
-10% -$24.8K 0.03% 247
2018
Q1 		$270K Hold
2,174
– – 0.04% 176
2017
Q4 		$270K Buy
+2,174
New +$242K 0.05% 166

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

Mission Wealth Management's SJM Position: Q2 2026 in Review

Mission Wealth Management opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,205 shares worth $248K. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings. This is a return to the name: Mission Wealth Management previously reported a position in SJM as recently as Q3 2024.

Mission Wealth Management first reported a position in SJM in Q4 2017 and has held it in 25 quarters since. The position peaked at $320K in Q1 2024. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Mission Wealth Management held 2,205 shares of J.M. Smucker worth $248K as of Q2 2026.
  • J.M. Smucker was a new Mission Wealth Management position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #946 holding.
  • Mission Wealth Management first reported a position in J.M. Smucker in Q4 2017 and has held it in 25 quarters since.
  • Mission Wealth Management's J.M. Smucker position peaked at $320K in Q1 2024.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.