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

Wealth Enhancement Trust 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 		$43.2K Buy
384
+99
+35% +$10.1K ﹤0.01% 509
2026
Q1 		$27.5K Hold
285
– – ﹤0.01% 520
2025
Q4 		$27.9K Buy
+285
New +$29.5K ﹤0.01% 494

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its J.M. Smucker (SJM) stake by 35% in Q2 2026, buying an estimated $10.1K and bringing the position to 384 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Wealth Enhancement Trust Services first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. 684 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Wealth Enhancement Trust Services held 384 shares of J.M. Smucker worth $43.2K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 99 J.M. Smucker shares in Q2 2026, an estimated $10.1K.
  • J.M. Smucker made up ﹤0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #509 holding.
  • Wealth Enhancement Trust Services first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • 684 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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