PWMG
SJM icon

Prestige Wealth Management Group’s J.M. Smucker SJM Stock Holding History

Prestige Wealth Management Group’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 		– Sell
-6
Closed -$579 – 1140
2026
Q1 		$579 Hold
6
– – ﹤0.01% 947
2025
Q4 		$587 Hold
6
– – ﹤0.01% 925
2025
Q3 		$652 Hold
6
– – ﹤0.01% 909
2025
Q2 		$590 Hold
6
– – ﹤0.01% 919
2025
Q1 		$711 Hold
6
– – ﹤0.01% 902
2024
Q4 		$661 Hold
6
– – ﹤0.01% 938
2024
Q3 		$727 Hold
6
– – ﹤0.01% 922
2024
Q2 		$655 Sell
6
-24
-80% -$2.72K ﹤0.01% 898
2024
Q1 		$3.78K Sell
30
-41
-58% -$5.19K ﹤0.01% 631
2023
Q4 		$8.97K Sell
71
-16
-18% -$1.85K ﹤0.01% 468
2023
Q3 		$10.7K Buy
87
+4
+5% +$568 ﹤0.01% 433
2023
Q2 		$12.3K Buy
83
+12
+17% +$1.83K ﹤0.01% 429
2023
Q1 		$11.2K Sell
71
-37
-34% -$5.62K ﹤0.01% 418
2022
Q4 		$17.1K Sell
108
-1,401
-93% -$209K ﹤0.01% 377
2022
Q3 		$207K Buy
1,509
+116
+8% +$15.8K 0.06% 134
2022
Q2 		$178K Buy
1,393
+1,321
+1,835% +$176K 0.05% 141
2022
Q1 		$9K Sell
72
-1
-1% -$136 ﹤0.01% 492
2021
Q4 		$10K Sell
73
-1
-1% -$128 ﹤0.01% 489
2021
Q3 		$9K Buy
74
+2
+3% +$254 ﹤0.01% 511
2021
Q2 		$9K Sell
72
-1
-1% -$133 ﹤0.01% 501
2021
Q1 		$9K Buy
73
+26
+55% +$3.07K ﹤0.01% 499
2020
Q4 		$5K Sell
47
-333
-88% -$38.7K ﹤0.01% 594
2020
Q3 		$44K Buy
380
+142
+60% +$15.8K 0.01% 265
2020
Q2 		$25K Buy
238
+62
+35% +$6.97K 0.01% 300
2020
Q1 		$20K Buy
+176
New +$18.8K 0.01% 280
2019
Q4 		– Sell
-18
Closed -$2K – 656
2019
Q3 		$2K Buy
+18
New +$2.01K ﹤0.01% 505
2019
Q1 		– Sell
-14
Closed -$1K – 1019
2018
Q4 		$1K Buy
+14
New +$1.46K ﹤0.01% 1114

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Prestige Wealth Management Group's SJM Position: Q2 2026 in Review

Prestige Wealth Management Group sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 6 shares — an estimated $579 sold.

Prestige Wealth Management Group first reported a position in SJM in Q4 2018 and held it in 27 quarters. The position peaked at $207K in Q3 2022. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Prestige Wealth Management Group reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 6 J.M. Smucker shares in Q2 2026, an estimated $579.
  • Prestige Wealth Management Group first reported a position in J.M. Smucker in Q4 2018 and held it in 27 quarters.
  • Prestige Wealth Management Group's J.M. Smucker position peaked at $207K in Q3 2022.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.