SWP
SJM icon

Significant Wealth Partners’s J.M. Smucker SJM Stock Holding History

Significant Wealth Partners’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 		$211K Buy
+1,877
New +$191K 0.23% 98
2024
Q4 		– Sell
-2,415
Closed -$293K – 118
2024
Q3 		$293K Buy
2,415
+265
+12% +$31.2K 0.15% 53
2024
Q2 		$234K Buy
+2,150
New +$243K 0.13% 58

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 40.91% 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

Significant Wealth Partners's SJM Position: Q2 2026 in Review

Significant Wealth Partners opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,877 shares worth $211K. The stake represents 0.23% of the portfolio and ranks #98 among its holdings. This is a return to the name: Significant Wealth Partners previously reported a position in SJM as recently as Q3 2024.

Significant Wealth Partners first reported a position in SJM in Q2 2024 and has held it in 3 quarters since. The position peaked at $293K in Q3 2024. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Significant Wealth Partners held 1,877 shares of J.M. Smucker worth $211K as of Q2 2026.
  • J.M. Smucker was a new Significant Wealth Partners position in Q2 2026.
  • J.M. Smucker made up 0.23% of Significant Wealth Partners's portfolio in Q2 2026, its #98 holding.
  • Significant Wealth Partners first reported a position in J.M. Smucker in Q2 2024 and has held it in 3 quarters since.
  • Significant Wealth Partners's J.M. Smucker position peaked at $293K in Q3 2024.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Significant Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.