Plan A Wealth’s J.M. Smucker SJM Stock Holding History

Plan A Wealth’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	$449K	Buy	3,990 +577	+17%	+$58.8K	0.19%	85
2026 Q1	$329K	Buy	3,413 +472	+16%	+$49.4K	0.16%	111
2025 Q4	$288K	Buy	+2,941	New	+$304K	0.14%	124

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

Plan A Wealth's SJM Position: Q2 2026 in Review

Plan A Wealth increased its J.M. Smucker (SJM) stake by 17% in Q2 2026, buying an estimated $58.8K and bringing the position to 3,990 shares worth $449K. The position accounts for 0.19% of the portfolio, ranked #85.

Plan A Wealth first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Plan A Wealth held 3,990 shares of J.M. Smucker worth $449K as of Q2 2026.
Plan A Wealth bought 577 J.M. Smucker shares in Q2 2026, an estimated $58.8K.
J.M. Smucker made up 0.19% of Plan A Wealth's portfolio in Q2 2026, its #85 holding.
Plan A Wealth first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Plan A Wealth's 13F filing for Q2 2026, filed 14 Jul 2026.