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

Private 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	$10.3K	Sell	92 -31	-25%	-$3.16K	﹤0.01%	567
2026 Q1	$11.8K	Hold	123	–	–	﹤0.01%	478
2025 Q4	$12K	Buy	123 +1	+0.8%	+$103	﹤0.01%	462
2025 Q3	$13.3K	Hold	122	–	–	﹤0.01%	438
2025 Q2	$12K	Buy	122 +112	+1,120%	+$12.3K	﹤0.01%	434
2025 Q1	$1.22K	Sell	10 -13	-57%	-$1.4K	﹤0.01%	1211
2024 Q4	$2.55K	Sell	23 -2	-8%	-$230	﹤0.01%	1000
2024 Q3	$3.04K	Hold	25	–	–	﹤0.01%	915
2024 Q2	$2.72K	Sell	25 -2	-7%	-$226	﹤0.01%	942
2024 Q1	$3.38K	Hold	27	–	–	﹤0.01%	770
2023 Q4	$3.38K	Buy	+27	New	+$3.13K	﹤0.01%	753

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 40.91% 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

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

Private Wealth Management Group reduced its J.M. Smucker (SJM) stake by 25% in Q2 2026, selling an estimated $3.16K and leaving 92 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #567.

Private Wealth Management Group first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. The position peaked at $13.3K in Q3 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Private Wealth Management Group held 92 shares of J.M. Smucker worth $10.3K as of Q2 2026.
Private Wealth Management Group sold 31 J.M. Smucker shares in Q2 2026, an estimated $3.16K.
J.M. Smucker made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #567 holding.
Private Wealth Management Group first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's J.M. Smucker position peaked at $13.3K in Q3 2025.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.