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BOLTON SECURITIES CORPORATION’s J.M. Smucker SJM Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$48.5K Buy
431
+65
+18% +$6.62K ﹤0.01% 1340
2026
Q1 		$35.3K Buy
+366
New +$38.3K ﹤0.01% 1311
2025
Q3 		$83.2K Buy
+766
New +$83.2K ﹤0.01% 1030
2025
Q1 		$183K Buy
+1,546
New +$167K 0.01% 713

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 $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

BOLTON SECURITIES CORPORATION's SJM Position: Q2 2026 in Review

BOLTON SECURITIES CORPORATION increased its J.M. Smucker (SJM) stake by 18% in Q2 2026, buying an estimated $6.62K and bringing the position to 431 shares worth $48.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

BOLTON SECURITIES CORPORATION first reported a position in SJM in Q1 2025 and has held it in 4 quarters since. The position peaked at $183K in Q1 2025. 895 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • BOLTON SECURITIES CORPORATION held 431 shares of J.M. Smucker worth $48.5K as of Q2 2026.
  • BOLTON SECURITIES CORPORATION bought 65 J.M. Smucker shares in Q2 2026, an estimated $6.62K.
  • J.M. Smucker made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q2 2026, its #1340 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in J.M. Smucker in Q1 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's J.M. Smucker position peaked at $183K in Q1 2025.
  • 895 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q2 2026, filed 12 Nov 2026.