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True Wealth Design’s J.M. Smucker SJM Stock Holding History

True Wealth Design’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 		$63.9K Buy
568
+527
+1,285% +$53.7K 0.02% 402
2026
Q1 		$3.96K Sell
41
-3
-7% -$314 ﹤0.01% 1294
2025
Q4 		$4.29K Sell
44
-181
-80% -$18.7K ﹤0.01% 1152
2025
Q3 		$24.4K Buy
225
+157
+231% +$17.1K 0.01% 539
2025
Q2 		$6.68K Sell
68
-39
-36% -$4.29K ﹤0.01% 704
2025
Q1 		$12.7K Hold
107
– – ﹤0.01% 417
2024
Q4 		$11.8K Sell
107
-7
-6% -$805 ﹤0.01% 396
2024
Q3 		$13.8K Buy
114
+1
+0.9% +$118 0.01% 380
2024
Q2 		$12.3K Hold
113
– – ﹤0.01% 234
2024
Q1 		$14.2K Buy
113
+1
+0.9% +$127 ﹤0.01% 235
2023
Q4 		$14.2K Hold
112
– – ﹤0.01% 221
2023
Q3 		$13.8K Hold
112
– – ﹤0.01% 192
2023
Q2 		$16.5K Sell
112
-1
-0.9% -$153 0.01% 197
2023
Q1 		$17.8K Hold
113
– – 0.01% 207
2022
Q4 		$17.9K Buy
+113
New +$16.8K 0.01% 192

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

True Wealth Design's SJM Position: Q2 2026 in Review

True Wealth Design increased its J.M. Smucker (SJM) stake by 1,285% in Q2 2026, buying an estimated $53.7K and bringing the position to 568 shares worth $63.9K. The position accounts for 0.02% of the portfolio, ranked #402.

True Wealth Design first reported a position in SJM in Q4 2022 and has held it in 15 quarters since. 886 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • True Wealth Design held 568 shares of J.M. Smucker worth $63.9K as of Q2 2026.
  • True Wealth Design bought 527 J.M. Smucker shares in Q2 2026, an estimated $53.7K.
  • J.M. Smucker made up 0.02% of True Wealth Design's portfolio in Q2 2026, its #402 holding.
  • True Wealth Design first reported a position in J.M. Smucker in Q4 2022 and has held it in 15 quarters since.
  • 886 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.