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Soltis Investment Advisors’s J.M. Smucker SJM Stock Holding History

Soltis Investment 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 		$248K Buy
+2,207
New +$225K 0.01% 564
2025
Q2 		– Sell
-1,695
Closed -$201K – 408
2025
Q1 		$201K Buy
+1,695
New +$183K 0.02% 353
2024
Q4 		– Sell
-1,671
Closed -$202K – 390
2024
Q3 		$202K Buy
+1,671
New +$197K 0.02% 347
2024
Q2 		– Sell
-1,654
Closed -$208K – 345
2024
Q1 		$208K Hold
1,654
– – 0.02% 283
2023
Q4 		$209K Sell
1,654
-9
-0.5% -$1.04K 0.02% 274
2023
Q3 		$204K Hold
1,663
– – 0.03% 253
2023
Q2 		$246K Sell
1,663
-405
-20% -$61.8K 0.03% 232
2023
Q1 		$325K Sell
2,068
-1
-0% -$152 0.04% 206
2022
Q4 		$328K Hold
2,069
– – 0.04% 196
2022
Q3 		$284K Hold
2,069
– – 0.04% 195
2022
Q2 		$265K Sell
2,069
-99
-5% -$13.2K 0.04% 201
2022
Q1 		$294K Buy
2,168
+2
+0.1% +$273 0.04% 203
2021
Q4 		$294K Sell
2,166
-4,846
-69% -$618K 0.04% 210
2021
Q3 		$842K Buy
+7,012
New +$891K 0.13% 127

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

Soltis Investment Advisors's SJM Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,207 shares worth $248K. The stake represents 0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Soltis Investment Advisors previously reported a position in SJM as recently as Q1 2025.

Soltis Investment Advisors first reported a position in SJM in Q3 2021 and has held it in 14 quarters since. The position peaked at $842K in Q3 2021. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Soltis Investment Advisors held 2,207 shares of J.M. Smucker worth $248K as of Q2 2026.
  • J.M. Smucker was a new Soltis Investment Advisors position in Q2 2026.
  • J.M. Smucker made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #564 holding.
  • Soltis Investment Advisors first reported a position in J.M. Smucker in Q3 2021 and has held it in 14 quarters since.
  • Soltis Investment Advisors's J.M. Smucker position peaked at $842K in Q3 2021.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.