Ritter Daniher Financial Advisory’s J.M. Smucker SJM Stock Holding History

Ritter Daniher Financial Advisory’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	$34.6K	Buy	307 +2	+0.7%	+$204	0.01%	312
2026 Q1	$29.4K	Sell	305 -32	-9%	-$3.35K	0.01%	324
2025 Q4	$33K	Buy	337 +179	+113%	+$18.5K	0.01%	311
2025 Q3	$17.2K	Hold	158	–	–	﹤0.01%	288
2025 Q2	$15.5K	Sell	158 -207	-57%	-$22.8K	﹤0.01%	241
2025 Q1	$43.2K	Hold	365	–	–	0.01%	172
2024 Q4	$40.2K	Hold	365	–	–	0.01%	178
2024 Q3	$44.2K	Hold	365	–	–	0.01%	168
2024 Q2	$39.8K	Sell	365 -6	-2%	-$679	0.01%	168
2024 Q1	$46.7K	Hold	371	–	–	0.02%	152
2023 Q4	$46.9K	Buy	371 +6	+2%	+$695	0.02%	154
2023 Q3	$44.9K	Buy	365 +34	+10%	+$4.83K	0.02%	149
2023 Q2	$48.9K	Hold	331	–	–	0.02%	137
2023 Q1	$52.1K	Hold	331	–	–	0.02%	135
2022 Q4	$52.5K	Hold	331	–	–	0.03%	142
2022 Q3	$45K	Hold	331	–	–	0.03%	120
2022 Q2	$42K	Hold	331	–	–	0.03%	121
2022 Q1	$45K	Hold	331	–	–	0.03%	118
2021 Q4	$45K	Hold	331	–	–	0.03%	111
2021 Q3	$40K	Hold	331	–	–	0.03%	118
2021 Q2	$43K	Hold	331	–	–	0.03%	109
2021 Q1	$42K	Hold	331	–	–	0.03%	99
2020 Q4	$38K	Buy	+331	New	+$38.5K	0.03%	99

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

Ritter Daniher Financial Advisory's SJM Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its J.M. Smucker (SJM) stake by 0.66% in Q2 2026, buying an estimated $204 and bringing the position to 307 shares worth $34.6K. The position accounts for 0.01% of the portfolio, ranked #312.

Ritter Daniher Financial Advisory first reported a position in SJM in Q4 2020 and has held it in 23 quarters since. The position peaked at $52.5K in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Ritter Daniher Financial Advisory held 307 shares of J.M. Smucker worth $34.6K as of Q2 2026.
Ritter Daniher Financial Advisory bought 2 J.M. Smucker shares in Q2 2026, an estimated $204.
J.M. Smucker made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #312 holding.
Ritter Daniher Financial Advisory first reported a position in J.M. Smucker in Q4 2020 and has held it in 23 quarters since.
Ritter Daniher Financial Advisory's J.M. Smucker position peaked at $52.5K in Q4 2022.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.