SFSG
SJM icon

Sound Financial Strategies Group’s J.M. Smucker SJM Stock Holding History

Sound Financial Strategies 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 		$212K Sell
1,886
-788
-29% -$80.3K 0.13% 118
2026
Q1 		$258K Sell
2,674
-2,680
-50% -$281K 0.18% 93
2025
Q4 		$524K Buy
+5,354
New +$553K 0.37% 87
2025
Q3 		– Sell
-6,355
Closed -$624K – 112
2025
Q2 		$624K Buy
6,355
+1,665
+36% +$183K 0.53% 77
2025
Q1 		$555K Sell
4,690
-796
-15% -$86K 0.5% 78
2024
Q4 		$604K Buy
5,486
+922
+20% +$106K 0.5% 66
2024
Q3 		$553K Buy
4,564
+253
+6% +$29.8K 0.44% 69
2024
Q2 		$470K Sell
4,311
-455
-10% -$51.5K 0.41% 68
2024
Q1 		$600K Sell
4,766
-98
-2% -$12.4K 0.5% 40
2023
Q4 		$615K Sell
4,864
-713
-13% -$82.6K 0.52% 31
2023
Q3 		$685K Sell
5,577
-299
-5% -$42.5K 0.57% 53
2023
Q2 		$868K Sell
5,876
-669
-10% -$102K 0.63% 48
2023
Q1 		$1.03M Buy
+6,545
New +$994K 0.69% 33
2021
Q2 		– Sell
-4,960
Closed -$628K – 109
2021
Q1 		$628K Sell
4,960
-112
-2% -$13.2K 0.32% 31
2020
Q4 		$586K Buy
+5,072
New +$590K 0.32% 56

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

Sound Financial Strategies Group's SJM Position: Q2 2026 in Review

Sound Financial Strategies Group reduced its J.M. Smucker (SJM) stake by 29% in Q2 2026, selling an estimated $80.3K and leaving 1,886 shares worth $212K. The position accounts for 0.13% of the portfolio, ranked #118.

Sound Financial Strategies Group first reported a position in SJM in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.03M in Q1 2023. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Sound Financial Strategies Group held 1,886 shares of J.M. Smucker worth $212K as of Q2 2026.
  • Sound Financial Strategies Group sold 788 J.M. Smucker shares in Q2 2026, an estimated $80.3K.
  • J.M. Smucker made up 0.13% of Sound Financial Strategies Group's portfolio in Q2 2026, its #118 holding.
  • Sound Financial Strategies Group first reported a position in J.M. Smucker in Q4 2020 and has held it in 15 quarters since.
  • Sound Financial Strategies Group's J.M. Smucker position peaked at $1.03M in Q1 2023.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Sound Financial Strategies Group's 13F filing for Q2 2026, filed 10 Aug 2026.