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

Williams Jones 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 		$490K Hold
4,357
– – 0.01% 377
2026
Q1 		$420K Sell
4,357
-200
-4% -$20.9K 0.01% 381
2025
Q4 		$446K Sell
4,557
-36
-0.8% -$3.72K 0.01% 365
2025
Q3 		$499K Sell
4,593
-2,701
-37% -$293K 0.01% 350
2025
Q2 		$716K Hold
7,294
– – 0.01% 296
2025
Q1 		$864K Hold
7,294
– – 0.01% 257
2024
Q4 		$803K Sell
7,294
-74
-1% -$8.51K 0.01% 270
2024
Q3 		$892K Buy
7,368
+2
+0% +$236 0.01% 269
2024
Q2 		$803K Sell
7,366
-603
-8% -$68.2K 0.01% 279
2024
Q1 		$1M Sell
7,969
-176
-2% -$22.3K 0.01% 263
2023
Q4 		$1.03M Sell
8,145
-235
-3% -$27.2K 0.01% 256
2023
Q3 		$1.03M Sell
8,380
-20
-0.2% -$2.84K 0.02% 247
2023
Q2 		$1.24M Buy
8,400
+73
+0.9% +$11.1K 0.02% 233
2023
Q1 		$1.31M Buy
8,327
+86
+1% +$13.1K 0.02% 241
2022
Q4 		$1.31M Hold
8,241
– – 0.02% 236
2022
Q3 		$1.13M Hold
8,241
– – 0.02% 255
2022
Q2 		$1.05M Buy
8,241
+4,191
+103% +$559K 0.02% 265
2022
Q1 		$548K Sell
4,050
-100
-2% -$13.6K 0.01% 336
2021
Q4 		$564K Hold
4,150
– – 0.01% 316
2021
Q3 		$498K Sell
4,150
-6
-0.1% -$763 0.01% 323
2021
Q2 		$538K Buy
4,156
+6
+0.1% +$797 0.01% 312
2021
Q1 		$525K Buy
4,150
+50
+1% +$5.9K 0.01% 305
2020
Q4 		$474K Buy
4,100
+400
+11% +$46.5K 0.01% 292
2020
Q3 		$427K Hold
3,700
– – 0.01% 285
2020
Q2 		$391K Hold
3,700
– – 0.01% 285
2020
Q1 		$411K Hold
3,700
– – 0.01% 252
2019
Q4 		$385K Buy
3,700
+75
+2% +$7.94K 0.01% 322
2019
Q3 		$399K Buy
+3,625
New +$404K 0.01% 299

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

Williams Jones Wealth Management's SJM Position: Q2 2026 in Review

Williams Jones Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 4,357 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #377.

Williams Jones Wealth Management first reported a position in SJM in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.31M in Q1 2023. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Williams Jones Wealth Management held 4,357 shares of J.M. Smucker worth $490K as of Q2 2026.
  • Williams Jones Wealth Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #377 holding.
  • Williams Jones Wealth Management first reported a position in J.M. Smucker in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's J.M. Smucker position peaked at $1.31M in Q1 2023.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.