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Sowell Financial Services’s J.M. Smucker SJM Stock Holding History

Sowell Financial Services’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 		$554K Buy
4,926
+82
+2% +$8.35K 0.02% 614
2026
Q1 		$467K Buy
+4,844
New +$507K 0.02% 656
2023
Q2 		– Sell
-3,060
Closed -$481K – 784
2023
Q1 		$481K Sell
3,060
-7,633
-71% -$1.16M 0.04% 439
2022
Q4 		$1.69M Sell
10,693
-132
-1% -$19.7K 0.11% 217
2022
Q3 		$1.49M Buy
+10,825
New +$1.48M 0.15% 175
2021
Q3 		– Sell
-18,499
Closed -$2.4M – 549
2021
Q2 		$2.4M Buy
18,499
+1,150
+7% +$153K 0.16% 162
2021
Q1 		$2.38M Buy
17,349
+425
+3% +$50.2K 0.08% 214
2020
Q4 		$1.96M Buy
16,924
+1,261
+8% +$147K 0.08% 209
2020
Q3 		$1.81M Sell
15,663
-1,094
-7% -$122K 0.09% 194
2020
Q2 		$1.77M Sell
16,757
-5,762
-26% -$647K 0.1% 189
2020
Q1 		$2.5M Buy
22,519
+3,213
+17% +$343K 0.19% 123
2019
Q4 		$2.01M Buy
19,306
+970
+5% +$103K 0.15% 142
2019
Q3 		$2.02M Buy
+18,336
New +$2.04M 0.17% 130
2019
Q1 		$354K Buy
3,035
+314
+12% +$32.8K 0.04% 419
2018
Q4 		$254K Buy
2,721
+83
+3% +$8.67K 0.04% 419
2018
Q3 		$271K Buy
2,638
+68
+3% +$7.43K 0.04% 279
2018
Q2 		$286K Sell
2,570
-1,510
-37% -$170K 0.06% 229
2018
Q1 		$464K Buy
+4,080
New +$510K 0.12% 163
2017
Q1 		– Sell
-1,069
Closed -$147K – 518
2016
Q4 		$147K Buy
+1,069
New +$139K 0.05% 225

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

Sowell Financial Services's SJM Position: Q2 2026 in Review

Sowell Financial Services increased its J.M. Smucker (SJM) stake by 1.7% in Q2 2026, buying an estimated $8.35K and bringing the position to 4,926 shares worth $554K. The position accounts for 0.02% of the portfolio, ranked #614.

Sowell Financial Services first reported a position in SJM in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.5M in Q1 2020. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Sowell Financial Services held 4,926 shares of J.M. Smucker worth $554K as of Q2 2026.
  • Sowell Financial Services bought 82 J.M. Smucker shares in Q2 2026, an estimated $8.35K.
  • J.M. Smucker made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #614 holding.
  • Sowell Financial Services first reported a position in J.M. Smucker in Q4 2016 and has held it in 19 quarters since.
  • Sowell Financial Services's J.M. Smucker position peaked at $2.5M in Q1 2020.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.