SWM
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Spire Wealth Management’s J.M. Smucker SJM Stock Holding History

Spire Wealth Management’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 		$3.49K Sell
31
-6
-16% -$611 ﹤0.01% 1895
2026
Q1 		$3.57K Buy
37
+15
+68% +$1.57K ﹤0.01% 1915
2025
Q4 		$2.15K Sell
22
-1
-4% -$103 ﹤0.01% 2082
2025
Q3 		$2.5K Buy
23
+3
+15% +$326 ﹤0.01% 2119
2025
Q2 		$1.96K Sell
20
-19
-49% -$2.09K ﹤0.01% 2176
2025
Q1 		$4.62K Sell
39
-75
-66% -$8.1K ﹤0.01% 2081
2024
Q4 		$12.6K Buy
114
+34
+43% +$3.91K ﹤0.01% 1784
2024
Q3 		$9.69K Buy
80
+11
+16% +$1.3K ﹤0.01% 1646
2024
Q2 		$7.52K Sell
69
-650
-90% -$73.5K ﹤0.01% 1721
2024
Q1 		$90.5K Buy
719
+79
+12% +$10K ﹤0.01% 1014
2023
Q4 		$82.7K Sell
640
-7
-1% -$811 ﹤0.01% 1046
2023
Q3 		$79.5K Buy
647
+11
+2% +$1.56K ﹤0.01% 1017
2023
Q2 		$93.9K Buy
636
+392
+161% +$59.8K ﹤0.01% 990
2023
Q1 		$38.4K Buy
244
+97
+66% +$14.7K ﹤0.01% 1314
2022
Q4 		$23K Buy
147
+26
+21% +$3.87K ﹤0.01% 1322
2022
Q3 		$17K Sell
121
-7,324
-98% -$998K ﹤0.01% 1393
2022
Q2 		$953K Sell
7,445
-2,643
-26% -$352K 0.04% 340
2022
Q1 		$1.37M Buy
10,088
+93
+0.9% +$12.7K 0.04% 327
2021
Q4 		$1.36M Buy
9,995
+96
+1% +$12.2K 0.03% 389
2021
Q3 		$1.19M Sell
9,899
-706
-7% -$89.8K 0.03% 370
2021
Q2 		$1.37M Buy
10,605
+432
+4% +$57.4K 0.04% 352
2021
Q1 		$1.28M Buy
+10,173
New +$1.2M 0.03% 375

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

Spire Wealth Management's SJM Position: Q2 2026 in Review

Spire Wealth Management reduced its J.M. Smucker (SJM) stake by 16% in Q2 2026, selling an estimated $611 and leaving 31 shares worth $3.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Spire Wealth Management first reported a position in SJM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.37M in Q2 2021. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Spire Wealth Management held 31 shares of J.M. Smucker worth $3.49K as of Q2 2026.
  • Spire Wealth Management sold 6 J.M. Smucker shares in Q2 2026, an estimated $611.
  • J.M. Smucker made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1895 holding.
  • Spire Wealth Management first reported a position in J.M. Smucker in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's J.M. Smucker position peaked at $1.37M in Q2 2021.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.