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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rialto Wealth Management's SJM Position: Q1 2026 in Review

Rialto Wealth Management reduced its J.M. Smucker (SJM) stake by 14% in Q1 2026, selling an estimated $314 and leaving 18 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #911.

Rialto Wealth Management first reported a position in SJM in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.06K in Q4 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Rialto Wealth Management held 18 shares of J.M. Smucker worth $1.74K as of Q1 2026.
  • Rialto Wealth Management sold 3 J.M. Smucker shares in Q1 2026, an estimated $314.
  • J.M. Smucker made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #911 holding.
  • Rialto Wealth Management first reported a position in J.M. Smucker in Q1 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's J.M. Smucker position peaked at $2.06K in Q4 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.