Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s J.M. Smucker SJM Stock Holding History

Carson Wealth (CWM LLC)’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 		$19.4M Sell
201,307
-11,192
-5% -$1.17M 0.05% 340
2025
Q4 		$20.8M Sell
212,499
-46,242
-18% -$4.78M 0.06% 302
2025
Q3 		$28.1M Buy
258,741
+17,169
+7% +$1.86M 0.08% 201
2025
Q2 		$23.7M Buy
241,572
+36,958
+18% +$4.06M 0.08% 209
2025
Q1 		$24.2M Buy
204,614
+3,787
+2% +$409K 0.1% 196
2024
Q4 		$22.1M Buy
200,827
+2,197
+1% +$253K 0.09% 192
2024
Q3 		$24.1M Buy
198,630
+28
+0% +$3.3K 0.1% 185
2024
Q2 		$21.7M Sell
198,602
-598
-0.3% -$67.7K 0.1% 190
2024
Q1 		$25.1M Sell
199,200
-2,407
-1% -$305K 0.12% 166
2023
Q4 		$25.5M Sell
201,607
-4,027
-2% -$467K 0.14% 150
2023
Q3 		$25.3M Sell
205,634
-3,564
-2% -$506K 0.15% 131
2023
Q2 		$30.9M Sell
209,198
-19,812
-9% -$3.02M 0.19% 102
2023
Q1 		$36M Sell
229,010
-4,551
-2% -$691K 0.24% 80
2022
Q4 		$37M Buy
233,561
+2,948
+1% +$439K 0.27% 74
2022
Q3 		$31.7M Buy
230,613
+5,926
+3% +$807K 0.25% 76
2022
Q2 		$28.8M Buy
224,687
+13,135
+6% +$1.75M 0.22% 92
2022
Q1 		$28.6M Buy
211,552
+210,219
+15,770% +$28.7M 0.2% 94
2021
Q4 		$181K Buy
+1,333
New +$170K ﹤0.01% 1065
2021
Q2 		$171K Hold
1,322
– – ﹤0.01% 957
2021
Q1 		$171K Hold
1,322
– – ﹤0.01% 957
2020
Q4 		$171K Hold
1,322
– – ﹤0.01% 957
2020
Q3 		$171K Hold
1,322
– – ﹤0.01% 957
2020
Q2 		$171K Hold
1,322
– – ﹤0.01% 957
2020
Q1 		$171K Hold
1,322
– – ﹤0.01% 957
2019
Q4 		$171K Hold
1,322
– – ﹤0.01% 957
2019
Q3 		$171K Hold
1,322
– – ﹤0.01% 957
2019
Q2 		$171K Hold
1,322
– – ﹤0.01% 957
2019
Q1 		$171K Sell
1,322
-260
-16% -$27.2K ﹤0.01% 957
2018
Q4 		$148K Sell
1,582
-181
-10% -$18.9K ﹤0.01% 657
2018
Q3 		$181K Buy
1,763
+1,369
+347% +$150K ﹤0.01% 533
2018
Q2 		$42K Buy
394
+18
+5% +$2.02K ﹤0.01% 672
2018
Q1 		$47K Sell
376
-36
-9% -$4.5K ﹤0.01% 567
2017
Q4 		$51K Buy
412
+21
+5% +$2.33K ﹤0.01% 528
2017
Q3 		$41K Sell
391
-21
-5% -$2.4K ﹤0.01% 555
2017
Q2 		$49K Buy
412
+21
+5% +$2.65K ﹤0.01% 484
2017
Q1 		$51K Buy
391
+51
+15% +$6.93K ﹤0.01% 458
2016
Q4 		$44K Sell
340
-18
-5% -$2.33K ﹤0.01% 465
2016
Q3 		$49K Buy
358
+299
+507% +$43.9K ﹤0.01% 424
2016
Q2 		$9K Hold
59
– – ﹤0.01% 565
2016
Q1 		$8K Buy
59
+23
+64% +$2.9K ﹤0.01% 555
2015
Q4 		$4K Hold
36
– – ﹤0.01% 556
2015
Q3 		$4K Buy
+36
New +$4.01K ﹤0.01% 531
2014
Q1 		– Sell
-60
Closed -$6K – 432
2013
Q4 		$6K Buy
60
+18
+43% +$1.91K ﹤0.01% 498
2013
Q3 		$4K Buy
+42
New +$4.55K ﹤0.01% 402

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SJM Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its J.M. Smucker (SJM) stake by 5.3% in Q1 2026, selling an estimated $1.17M and leaving 201,307 shares worth $19.4M. The position accounts for 0.05% of the portfolio, ranked #340.

Carson Wealth (CWM LLC) first reported a position in SJM in Q3 2013 and has held it in 44 quarters since. The position peaked at $37M in Q4 2022. 819 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 201,307 shares of J.M. Smucker worth $19.4M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 11,192 J.M. Smucker shares in Q1 2026, an estimated $1.17M.
  • J.M. Smucker made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #340 holding.
  • Carson Wealth (CWM LLC) first reported a position in J.M. Smucker in Q3 2013 and has held it in 44 quarters since.
  • Carson Wealth (CWM LLC)'s J.M. Smucker position peaked at $37M in Q4 2022.
  • 819 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.