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Principia Wealth Advisory’s J.M. Smucker SJM Stock Holding History

Principia Wealth Advisory’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 		$113 Hold
1
– – ﹤0.01% 1027
2026
Q1 		$96 Sell
1
-1
-50% -$105 ﹤0.01% 1013
2025
Q4 		$196 Buy
+2
New +$207 ﹤0.01% 930
2025
Q1 		– Sell
-2
Closed -$220 – 906
2024
Q4 		$220 Buy
+2
New +$230 ﹤0.01% 721

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 40.91% 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

Principia Wealth Advisory's SJM Position: Q2 2026 in Review

Principia Wealth Advisory held its J.M. Smucker (SJM) position steady in Q2 2026 at 1 share worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #1027.

Principia Wealth Advisory first reported a position in SJM in Q4 2024 and has held it in 4 quarters since. The position peaked at $220 in Q4 2024. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Principia Wealth Advisory held 1 share of J.M. Smucker worth $113 as of Q2 2026.
  • Principia Wealth Advisory left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #1027 holding.
  • Principia Wealth Advisory first reported a position in J.M. Smucker in Q4 2024 and has held it in 4 quarters since.
  • Principia Wealth Advisory's J.M. Smucker position peaked at $220 in Q4 2024.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.