Atria Investments’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $763K | Buy |
7,912
+914
| +13% | +$95.7K | 0.01% | 1213 |
|
|
2025
Q4 | $685K | Sell |
6,998
-1,417
| -17% | -$146K | 0.01% | 1271 |
|
|
2025
Q3 | $914K | Sell |
8,415
-3,685
| -30% | -$400K | 0.01% | 1096 |
|
|
2025
Q2 | $1.19M | Buy |
12,100
+3,858
| +47% | +$424K | 0.01% | 950 |
|
|
2025
Q1 | $976K | Buy |
8,242
+430
| +6% | +$46.4K | 0.01% | 1000 |
|
|
2024
Q4 | $860K | Buy |
7,812
+773
| +11% | +$88.9K | 0.01% | 1060 |
|
|
2024
Q3 | $852K | Sell |
7,039
-100
| -1% | -$11.8K | 0.01% | 1057 |
|
|
2024
Q2 | $779K | Buy |
+7,139
| New | +$808K | 0.01% | 1065 |
|
|
2023
Q4 | – | Sell |
-8,937
| Closed | -$1.1M | – | 936 |
|
|
2023
Q3 | $1.1M | Buy |
8,937
+375
| +4% | +$53.3K | 0.02% | 797 |
|
|
2023
Q2 | $1.26M | Sell |
8,562
-2,590
| -23% | -$395K | 0.02% | 744 |
|
|
2023
Q1 | $1.75M | Buy |
11,152
+1,386
| +14% | +$211K | 0.03% | 581 |
|
|
2022
Q4 | $1.55M | Sell |
9,766
-1,910
| -16% | -$285K | 0.03% | 604 |
|
|
2022
Q3 | $1.6M | Buy |
11,676
+511
| +5% | +$69.6K | 0.04% | 559 |
|
|
2022
Q2 | $1.43M | Buy |
11,165
+3,679
| +49% | +$491K | 0.03% | 615 |
|
|
2022
Q1 | $1.01M | Sell |
7,486
-235
| -3% | -$32K | 0.02% | 852 |
|
|
2021
Q4 | $1.05M | Buy |
+7,721
| New | +$985K | 0.02% | 820 |
|
|
2020
Q1 | – | Sell |
-12,320
| Closed | -$1.28M | – | 1090 |
|
|
2019
Q4 | $1.28M | Sell |
12,320
-3,326
| -21% | -$352K | 0.03% | 449 |
|
|
2019
Q3 | $1.72M | Sell |
15,646
-2,933
| -16% | -$327K | 0.06% | 267 |
|
|
2019
Q2 | $2.13M | Buy |
18,579
+13,213
| +246% | +$1.61M | 0.08% | 216 |
|
|
2019
Q1 | $625K | Buy |
+5,366
| New | +$561K | 0.03% | 473 |
|
|
2018
Q3 | – | Sell |
-2,037
| Closed | -$219K | – | 1033 |
|
|
2018
Q2 | $219K | Sell |
2,037
-591
| -22% | -$66.4K | 0.01% | 867 |
|
|
2018
Q1 | $326K | Buy |
2,628
+171
| +7% | +$21.4K | 0.02% | 648 |
|
|
2017
Q4 | $305K | Buy |
2,457
+373
| +18% | +$41.4K | 0.02% | 642 |
|
|
2017
Q3 | $219K | Buy |
+2,084
| New | +$238K | 0.01% | 715 |
|
|
2015
Q3 | – | Sell |
-3,879
| Closed | -$421K | – | 401 |
|
|
2015
Q2 | $421K | Sell |
3,879
-91
| -2% | -$10.5K | 0.05% | 272 |
|
|
2015
Q1 | $459K | Sell |
3,970
-295
| -7% | -$32.3K | 0.05% | 259 |
|
|
2014
Q4 | $431K | Sell |
4,265
-1,121
| -21% | -$114K | 0.05% | 278 |
|
|
2014
Q3 | $533K | Buy |
5,386
+997
| +23% | +$102K | 0.05% | 268 |
|
|
2014
Q2 | $468K | Buy |
4,389
+126
| +3% | +$12.6K | 0.05% | 278 |
|
|
2014
Q1 | $415K | Buy |
4,263
+1,087
| +34% | +$106K | 0.04% | 312 |
|
|
2013
Q4 | $329K | Buy |
3,176
+167
| +6% | +$17.7K | 0.03% | 360 |
|
|
2013
Q3 | $316K | Sell |
3,009
-887
| -23% | -$96K | 0.03% | 352 |
|
|
2013
Q2 | $402K | Buy |
+3,896
| New | +$397K | 0.05% | 225 |
|
Other funds holding SJM
VCM
VPM
Atria Investments's SJM Position: Q1 2026 in Review
Atria Investments increased its J.M. Smucker (SJM) stake by 13% in Q1 2026, buying an estimated $95.7K and bringing the position to 7,912 shares worth $763K. The position accounts for 0.01% of the portfolio, ranked #1213.
Atria Investments first reported a position in SJM in Q2 2013 and has held it in 33 quarters since. The position peaked at $2.13M in Q2 2019. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.
- Atria Investments held 7,912 shares of J.M. Smucker worth $763K as of Q1 2026.
- Atria Investments bought 914 J.M. Smucker shares in Q1 2026, an estimated $95.7K.
- J.M. Smucker made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1213 holding.
- Atria Investments first reported a position in J.M. Smucker in Q2 2013 and has held it in 33 quarters since.
- Atria Investments's J.M. Smucker position peaked at $2.13M in Q2 2019.
- 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.
Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.