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

Sage Private Wealth 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 		$494K Buy
4,393
+741
+20% +$75.5K 0.22% 56
2026
Q1 		$352K Sell
3,652
-1,105
-23% -$116K 0.18% 71
2025
Q4 		$465K Buy
4,757
+855
+22% +$88.4K 0.25% 57
2025
Q3 		$424K Buy
3,902
+181
+5% +$19.7K 0.24% 63
2025
Q2 		$365K Buy
+3,721
New +$409K 0.23% 64

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SCA
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.57B AUM 26.96% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Sage Private Wealth Group increased its J.M. Smucker (SJM) stake by 20% in Q2 2026, buying an estimated $75.5K and bringing the position to 4,393 shares worth $494K. The position accounts for 0.22% of the portfolio, ranked #56.

Sage Private Wealth Group first reported a position in SJM in Q2 2025 and has held it in 5 quarters since. 567 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Sage Private Wealth Group held 4,393 shares of J.M. Smucker worth $494K as of Q2 2026.
  • Sage Private Wealth Group bought 741 J.M. Smucker shares in Q2 2026, an estimated $75.5K.
  • J.M. Smucker made up 0.22% of Sage Private Wealth Group's portfolio in Q2 2026, its #56 holding.
  • Sage Private Wealth Group first reported a position in J.M. Smucker in Q2 2025 and has held it in 5 quarters since.
  • 567 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Sage Private Wealth Group's 13F filing for Q2 2026, filed 6 Aug 2026.