Optimize Financial’s J.M. Smucker SJM Stock Holding History

Optimize Financial’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	$640K	Sell	5,692 -19	-0.3%	-$1.94K	0.23%	80
2026 Q1	$551K	Buy	+5,711	New	+$598K	0.27%	81

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

Optimize Financial's SJM Position: Q2 2026 in Review

Optimize Financial reduced its J.M. Smucker (SJM) stake by 0.33% in Q2 2026, selling an estimated $1.94K and leaving 5,692 shares worth $640K. The position accounts for 0.23% of the portfolio, ranked #80.

Optimize Financial first reported a position in SJM in Q1 2026 and has held it in 2 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Optimize Financial held 5,692 shares of J.M. Smucker worth $640K as of Q2 2026.
Optimize Financial sold 19 J.M. Smucker shares in Q2 2026, an estimated $1.94K.
J.M. Smucker made up 0.23% of Optimize Financial's portfolio in Q2 2026, its #80 holding.
Optimize Financial first reported a position in J.M. Smucker in Q1 2026 and has held it in 2 quarters since.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.