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Trueblood Wealth Management’s J.M. Smucker SJM Stock Holding History

Trueblood Wealth Management’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 		$261K Hold
2,323
– – 0.09% 229
2026
Q1 		$224K Sell
2,323
-23
-1% -$2.41K 0.09% 242
2025
Q4 		$229K Hold
2,346
– – 0.09% 232
2025
Q3 		$255K Sell
2,346
-18
-0.8% -$1.96K 0.1% 222
2025
Q2 		$232K Hold
2,364
– – 0.1% 223
2025
Q1 		$280K Hold
2,364
– – 0.13% 196
2024
Q4 		$260K Sell
2,364
-33
-1% -$3.8K 0.13% 197
2024
Q3 		$290K Buy
2,397
+33
+1% +$3.89K 0.15% 180
2024
Q2 		$258K Sell
2,364
-604
-20% -$68.3K 0.15% 181
2024
Q1 		$374K Sell
2,968
-57
-2% -$7.22K 0.21% 135
2023
Q4 		$382K Buy
+3,025
New +$351K 0.24% 124

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

Trueblood Wealth Management's SJM Position: Q2 2026 in Review

Trueblood Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 2,323 shares worth $261K. The position accounts for 0.09% of the portfolio, ranked #229.

Trueblood Wealth Management first reported a position in SJM in Q4 2023 and has held it in 11 quarters since. The position peaked at $382K in Q4 2023. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Trueblood Wealth Management held 2,323 shares of J.M. Smucker worth $261K as of Q2 2026.
  • Trueblood Wealth Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up 0.09% of Trueblood Wealth Management's portfolio in Q2 2026, its #229 holding.
  • Trueblood Wealth Management first reported a position in J.M. Smucker in Q4 2023 and has held it in 11 quarters since.
  • Trueblood Wealth Management's J.M. Smucker position peaked at $382K in Q4 2023.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.