SOA Wealth Advisors’s J.M. Smucker SJM Stock Holding History

SOA Wealth Advisors’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	–	Sell	-1	Closed	-$112	–	940
2026 Q1	$112	Hold	1	–	–	﹤0.01%	830
2025 Q4	$113	Hold	1	–	–	﹤0.01%	830
2025 Q3	$124	Hold	1	–	–	﹤0.01%	852
2025 Q2	$111	Hold	1	–	–	﹤0.01%	834
2025 Q1	$133	Hold	1	–	–	﹤0.01%	837
2024 Q4	$122	Hold	1	–	–	﹤0.01%	837
2024 Q3	$133	Hold	1	–	–	﹤0.01%	799
2024 Q2	$119	Hold	1	–	–	﹤0.01%	815
2024 Q1	$136	Hold	1	–	–	﹤0.01%	861
2023 Q4	$135	Hold	1	–	–	﹤0.01%	864
2023 Q3	$130	Hold	1	–	–	﹤0.01%	895
2023 Q2	$155	Hold	1	–	–	﹤0.01%	889
2023 Q1	$165	Hold	1	–	–	﹤0.01%	915
2022 Q4	$165	Hold	1	–	–	﹤0.01%	915
2022 Q3	$0	Hold	1	–	–	﹤0.01%	978
2022 Q2	$0	Hold	1	–	–	﹤0.01%	1007
2022 Q1	$0	Hold	1	–	–	﹤0.01%	996
2021 Q4	$0	Hold	1	–	–	﹤0.01%	974
2021 Q3	$0	Buy	+1	New	+$127	﹤0.01%	982
2021 Q2	–	Sell	-1	Closed	–	–	959
2021 Q1	$0	Hold	1	–	–	﹤0.01%	915
2020 Q4	$0	Buy	+1	New	+$116	﹤0.01%	880

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

SOA Wealth Advisors's SJM Position: Q2 2026 in Review

SOA Wealth Advisors sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 1 share — an estimated $112 sold.

SOA Wealth Advisors first reported a position in SJM in Q4 2020 and held it in 21 quarters. The position peaked at $165 in Q1 2023. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

SOA Wealth Advisors reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
SOA Wealth Advisors sold 1 J.M. Smucker share in Q2 2026, an estimated $112.
SOA Wealth Advisors first reported a position in J.M. Smucker in Q4 2020 and held it in 21 quarters.
SOA Wealth Advisors's J.M. Smucker position peaked at $165 in Q1 2023.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.