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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Strategic Wealth Partners's SJM Position: Q1 2026 in Review

Strategic Wealth Partners held its J.M. Smucker (SJM) position steady in Q1 2026 at 102 shares worth $9.84K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

Strategic Wealth Partners first reported a position in SJM in Q4 2017 and has held it in 12 quarters since. The position peaked at $11.1K in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Strategic Wealth Partners held 102 shares of J.M. Smucker worth $9.84K as of Q1 2026.
Strategic Wealth Partners left its J.M. Smucker share count unchanged in Q1 2026.
J.M. Smucker made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q1 2026, its #895 holding.
Strategic Wealth Partners first reported a position in J.M. Smucker in Q4 2017 and has held it in 12 quarters since.
Strategic Wealth Partners's J.M. Smucker position peaked at $11.1K in Q3 2025.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.