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

Rialto 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 		$4.16K Buy
37
+19
+106% +$1.94K ﹤0.01% 822
2026
Q1 		$1.74K Sell
18
-3
-14% -$314 ﹤0.01% 911
2025
Q4 		$2.06K Buy
21
+14
+200% +$1.45K ﹤0.01% 736
2025
Q3 		$761 Sell
7
-4
-36% -$434 ﹤0.01% 1039
2025
Q2 		$1.08K Sell
11
-6
-35% -$660 ﹤0.01% 825
2025
Q1 		$2.01K Buy
+17
New +$1.84K ﹤0.01% 529

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

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

Rialto Wealth Management increased its J.M. Smucker (SJM) stake by 106% in Q2 2026, buying an estimated $1.94K and bringing the position to 37 shares worth $4.16K. The position accounts for ﹤0.01% of the portfolio, ranked #822.

Rialto Wealth Management first reported a position in SJM in Q1 2025 and has held it in 6 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Rialto Wealth Management held 37 shares of J.M. Smucker worth $4.16K as of Q2 2026.
  • Rialto Wealth Management bought 19 J.M. Smucker shares in Q2 2026, an estimated $1.94K.
  • J.M. Smucker made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #822 holding.
  • Rialto Wealth Management first reported a position in J.M. Smucker in Q1 2025 and has held it in 6 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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