Wealthspire Advisors (New York)’s J.M. Smucker SJM Stock Holding History

Wealthspire Advisors (New York)’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	$214K	Buy	+1,906	New	+$194K	﹤0.01%	1144
2026 Q1	–	Sell	-2,165	Closed	-$212K	–	1076
2025 Q4	$212K	Sell	2,165 -375	-15%	-$38.8K	﹤0.01%	952
2025 Q3	$276K	Sell	2,540 -461	-15%	-$50.1K	﹤0.01%	698
2025 Q2	$295K	Sell	3,001 -499	-14%	-$54.9K	﹤0.01%	671
2025 Q1	$414K	Sell	3,500 -1,090	-24%	-$118K	﹤0.01%	565
2024 Q4	$505K	Sell	4,590 -868	-16%	-$99.8K	0.01%	513
2024 Q3	$661K	Sell	5,458 -213	-4%	-$25.1K	0.01%	442
2024 Q2	$618K	Sell	5,671 -987	-15%	-$112K	0.01%	389
2024 Q1	$838K	Sell	6,658 -409	-6%	-$51.8K	0.01%	339
2023 Q4	$893K	Buy	7,067 +101	+1%	+$11.7K	0.01%	331
2023 Q3	$856K	Buy	6,966 +5,420	+351%	+$770K	0.01%	303
2023 Q2	$228K	Buy	1,546 +20	+1%	+$3.05K	﹤0.01%	502
2023 Q1	$240K	Sell	1,526 -217	-12%	-$33K	﹤0.01%	476
2022 Q4	$276K	Buy	1,743 +182	+12%	+$27.1K	0.01%	472
2022 Q3	$214K	Buy	1,561 +1	+0.1%	+$136	﹤0.01%	468
2022 Q2	$200K	Sell	1,560 -60	-4%	-$8K	﹤0.01%	470
2022 Q1	$219K	Sell	1,620 -148	-8%	-$20.2K	﹤0.01%	406
2021 Q4	$240K	Buy	1,768 +98	+6%	+$12.5K	0.01%	484
2021 Q3	$200K	Buy	+1,670	New	+$212K	﹤0.01%	553
2021 Q2	–	Sell	-2,205	Closed	-$279K	–	609
2021 Q1	$279K	Buy	2,205 +120	+6%	+$14.2K	0.01%	575
2020 Q4	$241K	Buy	+2,085	New	+$242K	0.01%	507
2020 Q2	–	Sell	-2,506	Closed	-$278K	–	488
2020 Q1	$278K	Buy	+2,506	New	+$268K	0.01%	401
2019 Q1	–	Sell	-134	Closed	-$13K	–	667
2018 Q4	$13K	Buy	+134	New	+$14K	﹤0.01%	445

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealthspire Advisors (New York)'s SJM Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,906 shares worth $214K. The stake represents ﹤0.01% of the portfolio and ranks #1144 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in SJM as recently as Q4 2025.

Wealthspire Advisors (New York) first reported a position in SJM in Q4 2018 and has held it in 23 quarters since. The position peaked at $893K in Q4 2023. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Wealthspire Advisors (New York) held 1,906 shares of J.M. Smucker worth $214K as of Q2 2026.
J.M. Smucker was a new Wealthspire Advisors (New York) position in Q2 2026.
J.M. Smucker made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1144 holding.
Wealthspire Advisors (New York) first reported a position in J.M. Smucker in Q4 2018 and has held it in 23 quarters since.
Wealthspire Advisors (New York)'s J.M. Smucker position peaked at $893K in Q4 2023.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.