Wealth Enhancement Advisory Services
SJM icon

Wealth Enhancement Advisory Services’s J.M. Smucker SJM Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.05M Buy
65,062
+52,428
+415% +$5.34M 0.01% 828
2026
Q1 		$1.21M Sell
12,634
-2,565
-17% -$269K ﹤0.01% 1680
2025
Q4 		$1.46M Sell
15,199
-6,608
-30% -$683K ﹤0.01% 1712
2025
Q3 		$2.36M Buy
21,807
+3,232
+17% +$351K ﹤0.01% 1343
2025
Q2 		$1.93M Buy
18,575
+2,589
+16% +$285K ﹤0.01% 1368
2025
Q1 		$1.89M Sell
15,986
-2,206
-12% -$238K ﹤0.01% 1271
2024
Q4 		$2M Sell
18,192
-2,229
-11% -$256K ﹤0.01% 1194
2024
Q3 		$2.47M Buy
20,421
+3,899
+24% +$459K 0.01% 969
2024
Q2 		$1.8M Buy
16,522
+1,056
+7% +$119K ﹤0.01% 1026
2024
Q1 		$1.95M Sell
15,466
-350
-2% -$44.3K 0.01% 953
2023
Q4 		$2M Buy
15,816
+322
+2% +$37.3K 0.01% 901
2023
Q3 		$1.9M Buy
15,494
+13,689
+758% +$1.94M 0.01% 879
2023
Q2 		$267K Buy
1,805
+6
+0.3% +$915 ﹤0.01% 452
2023
Q1 		$283K Buy
+1,799
New +$273K ﹤0.01% 453
2022
Q4 		– Sell
-11,793
Closed -$1.62M – 363
2022
Q3 		$1.62M Sell
11,793
-19,011
-62% -$2.59M 0.02% 189
2022
Q2 		$4.07M Buy
30,804
+20,528
+200% +$2.74M 0.06% 148
2022
Q1 		$1.38M Buy
10,276
+585
+6% +$79.7K 0.02% 217
2021
Q4 		$1.35M Buy
+9,691
New +$1.24M 0.02% 196

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

Wealth Enhancement Advisory Services's SJM Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its J.M. Smucker (SJM) stake by 415% in Q2 2026, buying an estimated $5.34M and bringing the position to 65,062 shares worth $7.05M. The position accounts for 0.01% of the portfolio, ranked #828.

Wealth Enhancement Advisory Services first reported a position in SJM in Q4 2021 and has held it in 18 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Wealth Enhancement Advisory Services held 65,062 shares of J.M. Smucker worth $7.05M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 52,428 J.M. Smucker shares in Q2 2026, an estimated $5.34M.
  • J.M. Smucker made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #828 holding.
  • Wealth Enhancement Advisory Services first reported a position in J.M. Smucker in Q4 2021 and has held it in 18 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.