Pinnacle Wealth Planning Services’s J.M. Smucker SJM Stock Holding History

Pinnacle Wealth Planning Services’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	$49.7K	Buy	442 +1	+0.2%	+$102	﹤0.01%	1275
2026 Q1	$42.5K	Buy	441 +5	+1%	+$524	﹤0.01%	1287
2025 Q4	$42.6K	Buy	+436	New	+$45.1K	﹤0.01%	1311
2023 Q4	–	Sell	-4,061	Closed	-$499K	–	515
2023 Q3	$499K	Sell	4,061 -199	-5%	-$28.3K	0.08%	163
2023 Q2	$629K	Buy	4,260 +96	+2%	+$14.6K	0.1%	133
2023 Q1	$655K	Buy	+4,164	New	+$632K	0.11%	132
2021 Q1	–	Sell	-834	Closed	-$96K	–	1676
2020 Q4	$96K	Buy	+834	New	+$96.9K	0.02%	484

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

Pinnacle Wealth Planning Services's SJM Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its J.M. Smucker (SJM) stake by 0.23% in Q2 2026, buying an estimated $102 and bringing the position to 442 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Pinnacle Wealth Planning Services first reported a position in SJM in Q4 2020 and has held it in 7 quarters since. The position peaked at $655K in Q1 2023. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Pinnacle Wealth Planning Services held 442 shares of J.M. Smucker worth $49.7K as of Q2 2026.
Pinnacle Wealth Planning Services bought 1 J.M. Smucker share in Q2 2026, an estimated $102.
J.M. Smucker made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1275 holding.
Pinnacle Wealth Planning Services first reported a position in J.M. Smucker in Q4 2020 and has held it in 7 quarters since.
Pinnacle Wealth Planning Services's J.M. Smucker position peaked at $655K in Q1 2023.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.