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Strategic Wealth Partners’s J.M. Smucker SJM Stock Holding History

Strategic Wealth Partners’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 		$11.5K Hold
102
– – ﹤0.01% 893
2026
Q1 		$9.84K Hold
102
– – ﹤0.01% 895
2025
Q4 		$9.98K Hold
102
– – ﹤0.01% 894
2025
Q3 		$11.1K Hold
102
– – ﹤0.01% 871
2025
Q2 		$10K Buy
+102
New +$11.2K ﹤0.01% 786
2019
Q4 		– Sell
-40
Closed -$4 – 440
2019
Q3 		$4 Sell
40
-47
-54% -$5.24K ﹤0.01% 665
2019
Q2 		$10K Buy
87
+47
+118% +$5.74K ﹤0.01% 501
2019
Q1 		$5K Hold
40
– – ﹤0.01% 638
2018
Q4 		$4K Hold
40
– – ﹤0.01% 595
2018
Q3 		$4K Hold
40
– – ﹤0.01% 578
2018
Q2 		$4K Hold
40
– – ﹤0.01% 661
2018
Q1 		$5K Hold
40
– – ﹤0.01% 643
2017
Q4 		$5K Buy
+40
New +$4.44K ﹤0.01% 617

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

Strategic Wealth Partners's SJM Position: Q2 2026 in Review

Strategic Wealth Partners held its J.M. Smucker (SJM) position steady in Q2 2026 at 102 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Strategic Wealth Partners first reported a position in SJM in Q4 2017 and has held it in 13 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Strategic Wealth Partners held 102 shares of J.M. Smucker worth $11.5K as of Q2 2026.
  • Strategic Wealth Partners left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #893 holding.
  • Strategic Wealth Partners first reported a position in J.M. Smucker in Q4 2017 and has held it in 13 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.