Mount Yale Investment Advisors’s J.M. Smucker SJM Stock Holding History

Mount Yale Investment Advisors’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	$467K	Buy	4,151 +29	+0.7%	+$2.95K	0.01%	805
2026 Q1	$397K	Buy	4,122 +842	+26%	+$88.2K	0.01%	789
2025 Q4	$321K	Buy	+3,280	New	+$339K	0.02%	577
2025 Q3	–	Sell	-283	Closed	-$27.8K	–	1447
2025 Q2	$27.8K	Buy	+283	New	+$31.1K	﹤0.01%	970
2024 Q4	–	Sell	-3,260	Closed	-$395K	–	609
2024 Q3	$395K	Buy	3,260 +151	+5%	+$17.8K	0.04%	376
2024 Q2	$339K	Sell	3,109 -48	-2%	-$5.43K	0.03%	408
2024 Q1	$397K	Buy	+3,157	New	+$400K	0.03%	395
2018 Q4	–	Sell	-3,758	Closed	-$416K	–	695
2018 Q3	$416K	Sell	3,758 -229	-6%	-$25K	0.07%	209
2018 Q2	$429K	Sell	3,987 -55	-1%	-$6.18K	0.08%	198
2018 Q1	$501K	Buy	+4,042	New	+$505K	0.11%	171

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mount Yale Investment Advisors's SJM Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its J.M. Smucker (SJM) stake by 0.7% in Q2 2026, buying an estimated $2.95K and bringing the position to 4,151 shares worth $467K. The position accounts for 0.01% of the portfolio, ranked #805.

Mount Yale Investment Advisors first reported a position in SJM in Q1 2018 and has held it in 10 quarters since. The position peaked at $501K in Q1 2018. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Mount Yale Investment Advisors held 4,151 shares of J.M. Smucker worth $467K as of Q2 2026.
Mount Yale Investment Advisors bought 29 J.M. Smucker shares in Q2 2026, an estimated $2.95K.
J.M. Smucker made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #805 holding.
Mount Yale Investment Advisors first reported a position in J.M. Smucker in Q1 2018 and has held it in 10 quarters since.
Mount Yale Investment Advisors's J.M. Smucker position peaked at $501K in Q1 2018.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.