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

Colonial Trust’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 		– Sell
-2
Closed -$163 – 1165
2025
Q4 		$163 Sell
2
-24
-92% -$2.48K ﹤0.01% 1083
2025
Q3 		$2.82K Sell
26
-201
-89% -$21.8K ﹤0.01% 961
2025
Q2 		$22.3K Hold
227
– – ﹤0.01% 659
2025
Q1 		$26.9K Buy
227
+2
+0.9% +$216 ﹤0.01% 639
2024
Q4 		$24.8K Sell
225
-163
-42% -$18.7K ﹤0.01% 743
2024
Q3 		$47K Hold
388
– – 0.01% 560
2024
Q2 		$42.3K Buy
388
+163
+72% +$18.4K 0.01% 534
2024
Q1 		$28.3K Sell
225
-30
-12% -$3.8K 0.01% 600
2023
Q4 		$32.1K Sell
255
-27
-10% -$3.13K 0.01% 570
2023
Q3 		$39.6K Buy
282
+15
+6% +$2.13K 0.01% 519
2023
Q2 		$39.1K Hold
267
– – 0.01% 516
2023
Q1 		$42.1K Buy
267
+27
+11% +$4.1K 0.01% 487
2022
Q4 		$38.1K Hold
240
– – 0.01% 484
2022
Q3 		$33K Buy
+240
New +$32.7K 0.01% 252

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

Colonial Trust's SJM Position: Q1 2026 in Review

Colonial Trust sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 2 shares — an estimated $163 sold.

Colonial Trust first reported a position in SJM in Q3 2022 and held it in 14 quarters. The position peaked at $47K in Q3 2024. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Colonial Trust reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Colonial Trust sold 2 J.M. Smucker shares in Q1 2026, an estimated $163.
  • Colonial Trust first reported a position in J.M. Smucker in Q3 2022 and held it in 14 quarters.
  • Colonial Trust's J.M. Smucker position peaked at $47K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

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