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Beacon Pointe Advisors’s J.M. Smucker SJM Stock Holding History

Beacon Pointe Advisors’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
Q1 		$272K Buy
2,821
+93
+3% +$9.74K ﹤0.01% 1589
2025
Q4 		$267K Buy
2,728
+410
+18% +$42.4K ﹤0.01% 1324
2025
Q3 		$252K Sell
2,318
-37
-2% -$4.02K ﹤0.01% 1244
2025
Q2 		$231K Buy
2,355
+24
+1% +$2.64K ﹤0.01% 1146
2025
Q1 		$276K Sell
2,331
-117
-5% -$12.6K ﹤0.01% 1049
2024
Q4 		$270K Sell
2,448
-1,162
-32% -$134K ﹤0.01% 1044
2024
Q3 		$437K Sell
3,610
-58
-2% -$6.83K 0.01% 901
2024
Q2 		$400K Sell
3,668
-136
-4% -$15.4K ﹤0.01% 951
2024
Q1 		$479K Buy
3,804
+36
+1% +$4.56K 0.01% 932
2023
Q4 		$476K Sell
3,768
-140
-4% -$16.2K 0.01% 920
2023
Q3 		$480K Buy
3,908
+209
+6% +$29.7K 0.01% 894
2023
Q2 		$546K Sell
3,699
-223
-6% -$34K 0.01% 686
2023
Q1 		$617K Sell
3,922
-251
-6% -$38.1K 0.01% 693
2022
Q4 		$661K Buy
4,173
+411
+11% +$61.2K 0.01% 605
2022
Q3 		$516K Buy
3,762
+328
+10% +$44.7K 0.01% 628
2022
Q2 		$441K Sell
3,434
-12,131
-78% -$1.62M 0.01% 688
2022
Q1 		$2.11M Buy
15,565
+13,096
+530% +$1.78M 0.03% 434
2021
Q4 		$335K Buy
+2,469
New +$315K 0.01% 691
2021
Q3 		– Sell
-3,869
Closed -$501K – 964
2021
Q2 		$501K Buy
3,869
+2,296
+146% +$305K 0.02% 478
2021
Q1 		$200K Buy
+1,573
New +$186K 0.01% 509

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Beacon Pointe Advisors's SJM Position: Q1 2026 in Review

Beacon Pointe Advisors increased its J.M. Smucker (SJM) stake by 3.4% in Q1 2026, buying an estimated $9.74K and bringing the position to 2,821 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1589.

Beacon Pointe Advisors first reported a position in SJM in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.11M in Q1 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Beacon Pointe Advisors held 2,821 shares of J.M. Smucker worth $272K as of Q1 2026.
  • Beacon Pointe Advisors bought 93 J.M. Smucker shares in Q1 2026, an estimated $9.74K.
  • J.M. Smucker made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1589 holding.
  • Beacon Pointe Advisors first reported a position in J.M. Smucker in Q1 2021 and has held it in 20 quarters since.
  • Beacon Pointe Advisors's J.M. Smucker position peaked at $2.11M in Q1 2022.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.