Philip James Wealth Mangement’s J.M. Smucker SJM Stock Holding History

Philip James Wealth Mangement’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	$3.66M	Buy	32,565 +5,715	+21%	+$582K	0.41%	53
2026 Q1	$2.59M	Buy	26,850 +1,522	+6%	+$159K	0.3%	61
2025 Q4	$2.48M	Sell	25,328 -2,682	-10%	-$277K	0.29%	62
2025 Q3	$3.04M	Sell	28,010 -708	-2%	-$76.9K	0.36%	58
2025 Q2	$2.82M	Buy	28,718 +19,797	+222%	+$2.18M	0.36%	57
2025 Q1	$1.06M	Buy	8,921 +731	+9%	+$78.9K	0.13%	81
2024 Q4	$902K	Buy	8,190 +6,154	+302%	+$708K	0.12%	81
2024 Q3	$247K	Buy	+2,036	New	+$240K	0.03%	145

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 $3.37T AUM 44.26% 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

Philip James Wealth Mangement's SJM Position: Q2 2026 in Review

Philip James Wealth Mangement increased its J.M. Smucker (SJM) stake by 21% in Q2 2026, buying an estimated $582K and bringing the position to 32,565 shares worth $3.66M. The position accounts for 0.41% of the portfolio, ranked #53.

Philip James Wealth Mangement first reported a position in SJM in Q3 2024 and has held it in 8 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Philip James Wealth Mangement held 32,565 shares of J.M. Smucker worth $3.66M as of Q2 2026.
Philip James Wealth Mangement bought 5,715 J.M. Smucker shares in Q2 2026, an estimated $582K.
J.M. Smucker made up 0.41% of Philip James Wealth Mangement's portfolio in Q2 2026, its #53 holding.
Philip James Wealth Mangement first reported a position in J.M. Smucker in Q3 2024 and has held it in 8 quarters since.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.