SWIM
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Smallwood Wealth Investment Management’s J.M. Smucker SJM Stock Holding History

Smallwood Wealth Investment 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
Q2 		$1.13K Hold
10
– – ﹤0.01% 429
2026
Q1 		$964 Hold
10
– – ﹤0.01% 434
2025
Q4 		$978 Hold
10
– – ﹤0.01% 432
2025
Q3 		$1.09K Hold
10
– – ﹤0.01% 430
2025
Q2 		$982 Hold
10
– – ﹤0.01% 457
2025
Q1 		$1.18K Buy
+10
New +$1.08K ﹤0.01% 414

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 $3.38T AUM 44.17% 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 40.89% 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

Smallwood Wealth Investment Management's SJM Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 10 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #429.

Smallwood Wealth Investment Management first reported a position in SJM in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.18K in Q1 2025. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Smallwood Wealth Investment Management held 10 shares of J.M. Smucker worth $1.13K as of Q2 2026.
  • Smallwood Wealth Investment Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #429 holding.
  • Smallwood Wealth Investment Management first reported a position in J.M. Smucker in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's J.M. Smucker position peaked at $1.18K in Q1 2025.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.