SageView Advisory Group’s J.M. Smucker SJM Stock Holding History

SageView Advisory 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	$664K	Buy	5,902 +46	+0.8%	+$4.68K	0.02%	319
2026 Q1	$565K	Buy	5,856 +24	+0.4%	+$2.51K	0.02%	330
2025 Q4	$570K	Sell	5,832 -675	-10%	-$69.8K	0.02%	340
2025 Q3	$707K	Sell	6,507 -127	-2%	-$13.8K	0.02%	317
2025 Q2	$721K	Buy	6,634 +51	+0.8%	+$5.61K	0.03%	295
2025 Q1	$780K	Sell	6,583 -149	-2%	-$16.1K	0.03%	262
2024 Q4	$741K	Buy	6,732 +4,777	+244%	+$549K	0.03%	265
2024 Q3	$237K	Sell	1,955 -122	-6%	-$14.4K	0.01%	456
2024 Q2	$226K	Buy	+2,077	New	+$235K	0.01%	508
2024 Q1	–	Sell	-2,097	Closed	-$279K	–	762
2023 Q4	$279K	Buy	+2,097	New	+$243K	0.01%	533

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 40.89% 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

SageView Advisory Group's SJM Position: Q2 2026 in Review

SageView Advisory Group increased its J.M. Smucker (SJM) stake by 0.79% in Q2 2026, buying an estimated $4.68K and bringing the position to 5,902 shares worth $664K. The position accounts for 0.02% of the portfolio, ranked #319.

SageView Advisory Group first reported a position in SJM in Q4 2023 and has held it in 10 quarters since. The position peaked at $780K in Q1 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

SageView Advisory Group held 5,902 shares of J.M. Smucker worth $664K as of Q2 2026.
SageView Advisory Group bought 46 J.M. Smucker shares in Q2 2026, an estimated $4.68K.
J.M. Smucker made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #319 holding.
SageView Advisory Group first reported a position in J.M. Smucker in Q4 2023 and has held it in 10 quarters since.
SageView Advisory Group's J.M. Smucker position peaked at $780K in Q1 2025.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.