PWAM
SJM icon

Private Wealth Asset Management’s J.M. Smucker SJM Stock Holding History

Private Wealth Asset Management’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 		$13.9K Hold
124
– – ﹤0.01% 648
2026
Q1 		$12K Sell
124
-1
-0.8% -$105 ﹤0.01% 668
2025
Q4 		$12.2K Hold
125
– – ﹤0.01% 634
2025
Q3 		$13.6K Hold
125
– – ﹤0.01% 584
2025
Q2 		$12.3K Hold
125
– – ﹤0.01% 623
2025
Q1 		$14.8K Buy
+125
New +$13.5K ﹤0.01% 557

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

Private Wealth Asset Management's SJM Position: Q2 2026 in Review

Private Wealth Asset Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 124 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Private Wealth Asset Management first reported a position in SJM in Q1 2025 and has held it in 6 quarters since. The position peaked at $14.8K in Q1 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Private Wealth Asset Management held 124 shares of J.M. Smucker worth $13.9K as of Q2 2026.
  • Private Wealth Asset Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #648 holding.
  • Private Wealth Asset Management first reported a position in J.M. Smucker in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's J.M. Smucker position peaked at $14.8K in Q1 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.