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Transamerica Financial Advisors’s J.M. Smucker SJM Stock Holding History

Transamerica 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 		$2.85K Buy
25
+15
+150% +$1.53K ﹤0.01% 1235
2026
Q1 		$998 Buy
10
+9
+900% +$942 ﹤0.01% 1336
2025
Q4 		$146 Hold
1
– – ﹤0.01% 1593
2025
Q3 		$53 Hold
1
– – ﹤0.01% 1579
2025
Q2 		$49 Sell
1
-1
-50% -$110 ﹤0.01% 542
2025
Q1 		$1K Hold
2
– – ﹤0.01% 539
2024
Q4 		$1K Sell
2
-5
-71% -$575 ﹤0.01% 533
2024
Q3 		$1K Sell
7
-564
-99% -$66.4K ﹤0.01% 537
2024
Q2 		$63K Hold
571
– – 0.01% 269
2024
Q1 		$72K Sell
571
-9
-2% -$1.14K 0.01% 286
2023
Q4 		$74K Sell
580
-102
-15% -$11.8K 0.01% 284
2023
Q3 		$84K Buy
682
+29
+4% +$4.12K 0.01% 259
2023
Q2 		$97K Sell
653
-54
-8% -$8.24K 0.01% 254
2023
Q1 		$112K Sell
707
-1
-0.1% -$152 0.01% 259
2022
Q4 		$113K Buy
708
+93
+15% +$13.9K 0.02% 257
2022
Q3 		$85K Buy
615
+46
+8% +$6.27K 0.01% 254
2022
Q2 		$73K Buy
+569
New +$75.9K 0.01% 264
2021
Q3 		– Sell
-3
Closed -$1K – 191
2021
Q2 		$1K Buy
+3
New +$398 0.02% 181
2020
Q3 		– Sell
-65
Closed -$7K – 424
2020
Q2 		$7K Buy
+65
New +$7.3K ﹤0.01% 279
2019
Q3 		– Sell
-59
Closed -$7K – 453
2019
Q2 		$7K Buy
+59
New +$7.2K ﹤0.01% 324
2019
Q1 		– Sell
-82
Closed -$8K – 394
2018
Q4 		$8K Buy
82
+6
+8% +$626 ﹤0.01% 296
2018
Q3 		$8K Buy
76
+74
+3,700% +$8.08K ﹤0.01% 308
2018
Q2 		$1K Buy
+2
New +$225 ﹤0.01% 455

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

Transamerica Financial Advisors's SJM Position: Q2 2026 in Review

Transamerica Financial Advisors increased its J.M. Smucker (SJM) stake by 150% in Q2 2026, buying an estimated $1.53K and bringing the position to 25 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1235.

Transamerica Financial Advisors first reported a position in SJM in Q2 2018 and has held it in 23 quarters since. The position peaked at $113K in Q4 2022. 883 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Transamerica Financial Advisors held 25 shares of J.M. Smucker worth $2.85K as of Q2 2026.
  • Transamerica Financial Advisors bought 15 J.M. Smucker shares in Q2 2026, an estimated $1.53K.
  • J.M. Smucker made up ﹤0.01% of Transamerica Financial Advisors's portfolio in Q2 2026, its #1235 holding.
  • Transamerica Financial Advisors first reported a position in J.M. Smucker in Q2 2018 and has held it in 23 quarters since.
  • Transamerica Financial Advisors's J.M. Smucker position peaked at $113K in Q4 2022.
  • 883 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.