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Eads & Heald Wealth Management’s J.M. Smucker SJM Stock Holding History

Eads & Heald Wealth Management’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 		$716K Sell
7,427
-263
-3% -$27.5K 0.36% 95
2025
Q4 		$752K Buy
7,690
+162
+2% +$16.7K 0.36% 93
2025
Q3 		$818K Sell
7,528
-601
-7% -$65.3K 0.39% 96
2025
Q2 		$798K Sell
8,129
-164
-2% -$18K 0.39% 98
2025
Q1 		$982K Sell
8,293
-85
-1% -$9.18K 0.5% 84
2024
Q4 		$923K Sell
8,378
-47
-0.6% -$5.41K 0.45% 90
2024
Q3 		$1.02M Buy
8,425
+545
+7% +$64.2K 0.48% 84
2024
Q2 		$859K Sell
7,880
-677
-8% -$76.6K 0.42% 89
2024
Q1 		$1.08M Sell
8,557
-1,221
-12% -$155K 0.5% 88
2023
Q4 		$1.24M Sell
9,778
-590
-6% -$68.4K 0.59% 79
2023
Q3 		$1.27M Sell
10,368
-262
-2% -$37.2K 0.67% 74
2023
Q2 		$1.57M Sell
10,630
-1,474
-12% -$225K 0.77% 60
2023
Q1 		$1.91M Buy
12,104
+1,043
+9% +$158K 0.94% 46
2022
Q4 		$1.75M Sell
11,061
-147
-1% -$21.9K 0.89% 48
2022
Q3 		$1.54M Buy
11,208
+63
+0.6% +$8.59K 0.87% 50
2022
Q2 		$1.43M Sell
11,145
-610
-5% -$81.4K 0.77% 57
2022
Q1 		$1.59M Sell
11,755
-60
-0.5% -$8.18K 0.74% 63
2021
Q4 		$1.6M Buy
11,815
+225
+2% +$28.7K 0.7% 70
2021
Q3 		$1.39M Sell
11,590
-135
-1% -$17.2K 0.67% 73
2021
Q2 		$1.52M Sell
11,725
-97
-0.8% -$12.9K 0.74% 68
2021
Q1 		$1.5M Buy
11,822
+1,591
+16% +$188K 0.77% 68
2020
Q4 		$1.18M Buy
10,231
+3,601
+54% +$419K 0.64% 73
2020
Q3 		$766K Buy
6,630
+880
+15% +$98.1K 0.46% 86
2020
Q2 		$608K Buy
5,750
+151
+3% +$17K 0.37% 94
2020
Q1 		$621K Sell
5,599
-90
-2% -$9.62K 0.44% 88
2019
Q4 		$592K Sell
5,689
-585
-9% -$61.9K 0.31% 104
2019
Q3 		$690K Sell
6,274
-40
-0.6% -$4.46K 0.39% 98
2019
Q2 		$727K Sell
6,314
-233
-4% -$28.5K 0.41% 95
2019
Q1 		$763K Sell
6,547
-80
-1% -$8.36K 0.44% 91
2018
Q4 		$620K Sell
6,627
-1,025
-13% -$107K 0.41% 93
2018
Q3 		$785K Sell
7,652
-10
-0.1% -$1.09K 0.45% 90
2018
Q2 		$824K Buy
7,662
+1,550
+25% +$174K 0.51% 84
2018
Q1 		$758K Sell
6,112
-80
-1% -$9.99K 0.48% 89
2017
Q4 		$769K Buy
6,192
+55
+0.9% +$6.11K 0.45% 95
2017
Q3 		$644K Sell
6,137
-1,591
-21% -$182K 0.4% 99
2017
Q2 		$914K Sell
7,728
-150
-2% -$19K 0.59% 81
2017
Q1 		$1.03M Sell
7,878
-95
-1% -$12.9K 0.67% 73
2016
Q4 		$1.02M Sell
7,973
-40
-0.5% -$5.18K 0.7% 71
2016
Q3 		$1.09M Buy
8,013
+4,453
+125% +$654K 0.75% 68
2016
Q2 		$543K Sell
3,560
-50
-1% -$6.65K 0.37% 101
2016
Q1 		$469K Sell
3,610
-560
-13% -$70.6K 0.32% 105
2015
Q4 		$514K Buy
4,170
+380
+10% +$45.3K 0.36% 103
2015
Q3 		$432K Sell
3,790
-135
-3% -$15.1K 0.31% 110
2015
Q2 		$426K Sell
3,925
-55
-1% -$6.36K 0.28% 110
2015
Q1 		$461K Sell
3,980
-150
-4% -$16.4K 0.3% 107
2014
Q4 		$417K Buy
4,130
+390
+10% +$39.5K 0.27% 106
2014
Q3 		$370K Sell
3,740
-65
-2% -$6.67K 0.25% 108
2014
Q2 		$405K Buy
3,805
+75
+2% +$7.53K 0.27% 105
2014
Q1 		$363K Sell
3,730
-230
-6% -$22.4K 0.24% 106
2013
Q4 		$410K Sell
3,960
-390
-9% -$41.4K 0.27% 100
2013
Q3 		$457K Sell
4,350
-745
-15% -$80.7K 0.33% 98
2013
Q2 		$526K Buy
+5,095
New +$519K 0.37% 92

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

Eads & Heald Wealth Management's SJM Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its J.M. Smucker (SJM) stake by 3.4% in Q1 2026, selling an estimated $27.5K and leaving 7,427 shares worth $716K. The position accounts for 0.36% of the portfolio, ranked #95.

Eads & Heald Wealth Management first reported a position in SJM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.91M in Q1 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Eads & Heald Wealth Management held 7,427 shares of J.M. Smucker worth $716K as of Q1 2026.
  • Eads & Heald Wealth Management sold 263 J.M. Smucker shares in Q1 2026, an estimated $27.5K.
  • J.M. Smucker made up 0.36% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #95 holding.
  • Eads & Heald Wealth Management first reported a position in J.M. Smucker in Q2 2013 and has held it in 52 quarters since.
  • Eads & Heald Wealth Management's J.M. Smucker position peaked at $1.91M in Q1 2023.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.