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

Revisor Wealth 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	$411K	Buy	3,652 +96	+3%	+$9.78K	0.1%	222
2026 Q1	$344K	Sell	3,556 -895	-20%	-$93.7K	0.1%	225
2025 Q4	$455K	Sell	4,451 -92	-2%	-$9.51K	0.12%	175
2025 Q3	$478K	Sell	4,543 -647	-12%	-$70.3K	0.17%	135
2025 Q2	$544K	Buy	5,190 +890	+21%	+$97.8K	0.2%	118
2025 Q1	$509K	Buy	+4,300	New	+$464K	0.23%	99
2024 Q4	–	Sell	-2,294	Closed	-$278K	–	169
2024 Q3	$278K	Sell	2,294 -23	-1%	-$2.71K	0.17%	136
2024 Q2	$253K	Sell	2,317 -1,331	-36%	-$151K	0.18%	136
2024 Q1	$460K	Buy	+3,648	New	+$462K	0.21%	121
2023 Q4	–	Sell	-1,920	Closed	-$236K	–	166
2023 Q3	$236K	Buy	+1,920	New	+$273K	0.2%	133

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

Revisor Wealth Management's SJM Position: Q2 2026 in Review

Revisor Wealth Management increased its J.M. Smucker (SJM) stake by 2.7% in Q2 2026, buying an estimated $9.78K and bringing the position to 3,652 shares worth $411K. The position accounts for 0.1% of the portfolio, ranked #222.

Revisor Wealth Management first reported a position in SJM in Q3 2023 and has held it in 10 quarters since. The position peaked at $544K in Q2 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Revisor Wealth Management held 3,652 shares of J.M. Smucker worth $411K as of Q2 2026.
Revisor Wealth Management bought 96 J.M. Smucker shares in Q2 2026, an estimated $9.78K.
J.M. Smucker made up 0.1% of Revisor Wealth Management's portfolio in Q2 2026, its #222 holding.
Revisor Wealth Management first reported a position in J.M. Smucker in Q3 2023 and has held it in 10 quarters since.
Revisor Wealth Management's J.M. Smucker position peaked at $544K in Q2 2025.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.