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

Modern 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 		$476K Buy
4,227
+279
+7% +$28.4K 0.01% 730
2026
Q1 		$377K Buy
3,948
+980
+33% +$103K 0.01% 642
2025
Q4 		$290K Sell
2,968
-614
-17% -$63.5K 0.01% 688
2025
Q3 		$389K Sell
3,582
-660
-16% -$71.7K 0.01% 569
2025
Q2 		$417K Buy
4,242
+659
+18% +$72.5K 0.01% 524
2025
Q1 		$424K Buy
3,583
+75
+2% +$8.1K 0.01% 449
2024
Q4 		$386K Sell
3,508
-10
-0.3% -$1.15K 0.01% 405
2024
Q3 		$426K Buy
3,518
+140
+4% +$16.5K 0.03% 276
2024
Q2 		$368K Buy
3,378
+168
+5% +$19K 0.03% 266
2024
Q1 		$404K Buy
+3,210
New +$406K 0.04% 201

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

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

Modern Wealth Management increased its J.M. Smucker (SJM) stake by 7.1% in Q2 2026, buying an estimated $28.4K and bringing the position to 4,227 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #730.

Modern Wealth Management first reported a position in SJM in Q1 2024 and has held it in 10 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Modern Wealth Management held 4,227 shares of J.M. Smucker worth $476K as of Q2 2026.
  • Modern Wealth Management bought 279 J.M. Smucker shares in Q2 2026, an estimated $28.4K.
  • J.M. Smucker made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #730 holding.
  • Modern Wealth Management first reported a position in J.M. Smucker in Q1 2024 and has held it in 10 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.