SVWAG
SJM icon

Sound View Wealth Advisors Group’s J.M. Smucker SJM Stock Holding History

Sound View Wealth Advisors 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 		$547K Buy
4,864
+1,288
+36% +$131K 0.03% 272
2026
Q1 		$345K Buy
3,576
+375
+12% +$39.3K 0.02% 324
2025
Q4 		$313K Sell
3,201
-370
-10% -$38.2K 0.02% 347
2025
Q3 		$388K Buy
3,571
+4
+0.1% +$434 0.03% 310
2025
Q2 		$350K Sell
3,567
-360
-9% -$39.6K 0.03% 323
2025
Q1 		$465K Sell
3,927
-542
-12% -$58.5K 0.04% 266
2024
Q4 		$492K Buy
4,469
+50
+1% +$5.75K 0.04% 265
2024
Q3 		$535K Sell
4,419
-57
-1% -$6.71K 0.04% 246
2024
Q2 		$488K Sell
4,476
-868
-16% -$98.2K 0.05% 238
2024
Q1 		$673K Buy
5,344
+63
+1% +$7.98K 0.07% 207
2023
Q4 		$667K Buy
5,281
+81
+2% +$9.39K 0.07% 206
2023
Q3 		$639K Buy
5,200
+127
+3% +$18K 0.08% 192
2023
Q2 		$749K Buy
5,073
+358
+8% +$54.6K 0.1% 178
2023
Q1 		$742K Sell
4,715
-566
-11% -$86K 0.1% 176
2022
Q4 		$667K Buy
+5,281
New +$787K 0.07% 206

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 40.89% 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

Sound View Wealth Advisors Group's SJM Position: Q2 2026 in Review

Sound View Wealth Advisors Group increased its J.M. Smucker (SJM) stake by 36% in Q2 2026, buying an estimated $131K and bringing the position to 4,864 shares worth $547K. The position accounts for 0.03% of the portfolio, ranked #272.

Sound View Wealth Advisors Group first reported a position in SJM in Q4 2022 and has held it in 15 quarters since. The position peaked at $749K in Q2 2023. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Sound View Wealth Advisors Group held 4,864 shares of J.M. Smucker worth $547K as of Q2 2026.
  • Sound View Wealth Advisors Group bought 1,288 J.M. Smucker shares in Q2 2026, an estimated $131K.
  • J.M. Smucker made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #272 holding.
  • Sound View Wealth Advisors Group first reported a position in J.M. Smucker in Q4 2022 and has held it in 15 quarters since.
  • Sound View Wealth Advisors Group's J.M. Smucker position peaked at $749K in Q2 2023.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.