SS&H Financial Advisors’s J.M. Smucker SJM Stock Holding History

SS&H Financial 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	$276K	Buy	+2,450	New	+$250K	0.07%	112
2025 Q4	$240K	Hold	2,450	–	–	0.07%	118
2025 Q3	$266K	Hold	2,450	–	–	0.08%	120
2025 Q2	$241K	Hold	2,450	–	–	0.08%	115
2025 Q1	$290K	Hold	2,450	–	–	0.11%	108
2024 Q4	$270K	Hold	2,450	–	–	0.1%	112
2024 Q3	$297K	Hold	2,450	–	–	0.11%	115
2024 Q2	$267K	Hold	2,450	–	–	0.1%	116
2024 Q1	$308K	Buy	2,450 +200	+9%	+$25.3K	0.13%	105
2023 Q4	$284K	Hold	2,250	–	–	0.12%	109
2023 Q3	$277K	Buy	+2,250	New	+$320K	0.13%	106
2023 Q1	$504K	Hold	3,200	–	–	0.23%	87
2022 Q4	$507K	Hold	3,200	–	–	0.24%	82
2022 Q3	$440K	Hold	3,200	–	–	0.23%	86
2022 Q2	$410K	Hold	3,200	–	–	0.19%	94
2022 Q1	$433K	Buy	+3,200	New	+$436K	0.17%	101

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SS&H Financial Advisors's SJM Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,450 shares worth $276K. The stake represents 0.07% of the portfolio and ranks #112 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in SJM as recently as Q4 2025.

SS&H Financial Advisors first reported a position in SJM in Q1 2022 and has held it in 16 quarters since. The position peaked at $507K in Q4 2022. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

SS&H Financial Advisors held 2,450 shares of J.M. Smucker worth $276K as of Q2 2026.
J.M. Smucker was a new SS&H Financial Advisors position in Q2 2026.
J.M. Smucker made up 0.07% of SS&H Financial Advisors's portfolio in Q2 2026, its #112 holding.
SS&H Financial Advisors first reported a position in J.M. Smucker in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's J.M. Smucker position peaked at $507K in Q4 2022.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.