Colonial Trust Advisors’s J.M. Smucker SJM Stock Holding History

Colonial Trust 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	$117K	Sell	1,209 -94	-7%	-$9.84K	0.01%	253
2025 Q4	$127K	Buy	1,303 +94	+8%	+$9.72K	0.01%	240
2025 Q3	$131K	Sell	1,209 -591	-33%	-$64.2K	0.01%	236
2025 Q2	$177K	Hold	1,800	–	–	0.01%	209
2025 Q1	$213K	Sell	1,800 -300	-14%	-$32.4K	0.02%	196
2024 Q4	$231K	Hold	2,100	–	–	0.02%	183
2024 Q3	$254K	Sell	2,100 -50	-2%	-$5.89K	0.02%	187
2024 Q2	$234K	Sell	2,150 -1	-0%	-$113	0.02%	172
2024 Q1	$271K	Sell	2,151 -104	-5%	-$13.2K	0.03%	165
2023 Q4	$285K	Hold	2,255	–	–	0.03%	158
2023 Q3	$277K	Buy	2,255 +1	+0%	+$142	0.03%	163
2023 Q2	$333K	Hold	2,254	–	–	0.04%	161
2023 Q1	$355K	Hold	2,254	–	–	0.04%	162
2022 Q4	$357K	Sell	2,254 -19	-0.8%	-$2.83K	0.04%	156
2022 Q3	$312K	Buy	2,273 +114	+5%	+$15.5K	0.04%	160
2022 Q2	$276K	Hold	2,159	–	–	0.04%	151
2022 Q1	$292K	Sell	2,159 -91	-4%	-$12.4K	0.03%	156
2021 Q4	$306K	Hold	2,250	–	–	0.03%	158
2021 Q3	$270K	Sell	2,250 -100	-4%	-$12.7K	0.03%	166
2021 Q2	$304K	Hold	2,350	–	–	0.04%	163
2021 Q1	$297K	Hold	2,350	–	–	0.04%	158
2020 Q4	$272K	Hold	2,350	–	–	0.04%	151
2020 Q3	$271K	Sell	2,350 -300	-11%	-$33.4K	0.04%	141
2020 Q2	$280K	Buy	2,650 +500	+23%	+$56.2K	0.05%	138
2020 Q1	$239K	Hold	2,150	–	–	0.05%	134
2019 Q4	$224K	Hold	2,150	–	–	0.04%	149
2019 Q3	$237K	Sell	2,150 -16	-0.7%	-$1.78K	0.04%	145
2019 Q2	$250K	Buy	2,166 +16	+0.7%	+$1.95K	0.05%	146
2019 Q1	$250K	Hold	2,150	–	–	0.05%	141
2018 Q4	$201K	Hold	2,150	–	–	0.05%	141
2018 Q3	$221K	Sell	2,150 -100	-4%	-$10.9K	0.04%	144
2018 Q2	$242K	Hold	2,250	–	–	0.05%	140
2018 Q1	$279K	Sell	2,250 -180	-7%	-$22.5K	0.06%	136
2017 Q4	$302K	Buy	2,430 +180	+8%	+$20K	0.05%	144
2017 Q3	$236K	Hold	2,250	–	–	0.05%	133
2017 Q2	$266K	Buy	2,250 +500	+29%	+$63.2K	0.06%	132
2017 Q1	$219K	Hold	1,750	–	–	0.07%	123
2016 Q4	$224K	Hold	1,750	–	–	0.07%	124
2016 Q3	$237K	Hold	1,750	–	–	0.07%	129
2016 Q2	$267K	Hold	1,750	–	–	0.09%	122
2016 Q1	$227K	Hold	1,750	–	–	0.07%	128
2015 Q4	$216K	Buy	+1,750	New	+$209K	0.07%	132
2015 Q2	–	Sell	-1,750	Closed	-$203K	–	134
2015 Q1	$203K	Buy	+1,750	New	+$192K	0.06%	131
2014 Q2	–	Sell	-2,250	Closed	-$219K	–	137
2014 Q1	$219K	Hold	2,250	–	–	0.07%	123
2013 Q4	$233K	Hold	2,250	–	–	0.07%	107
2013 Q3	$236K	Hold	2,250	–	–	0.08%	104
2013 Q2	$232K	Buy	+2,250	New	+$229K	0.08%	104

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Colonial Trust Advisors's SJM Position: Q1 2026 in Review

Colonial Trust Advisors reduced its J.M. Smucker (SJM) stake by 7.2% in Q1 2026, selling an estimated $9.84K and leaving 1,209 shares worth $117K. The position accounts for 0.01% of the portfolio, ranked #253.

Colonial Trust Advisors first reported a position in SJM in Q2 2013 and has held it in 47 quarters since. The position peaked at $357K in Q4 2022. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Colonial Trust Advisors held 1,209 shares of J.M. Smucker worth $117K as of Q1 2026.
Colonial Trust Advisors sold 94 J.M. Smucker shares in Q1 2026, an estimated $9.84K.
J.M. Smucker made up 0.01% of Colonial Trust Advisors's portfolio in Q1 2026, its #253 holding.
Colonial Trust Advisors first reported a position in J.M. Smucker in Q2 2013 and has held it in 47 quarters since.
Colonial Trust Advisors's J.M. Smucker position peaked at $357K in Q4 2022.
816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Colonial Trust Advisors's 13F filing for Q1 2026, filed 12 May 2026.