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Financial Network Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Financial Network Wealth 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 		$1.93K Hold
20
– – ﹤0.01% 676
2025
Q4 		$1.96K Hold
20
– – ﹤0.01% 687
2025
Q3 		$2.17K Buy
+20
New +$2.17K ﹤0.01% 654
2024
Q4 		– Sell
-19
Closed -$2.3K – 790
2024
Q3 		$2.3K Buy
19
+10
+111% +$1.18K ﹤0.01% 620
2024
Q2 		$981 Buy
+9
New +$1.02K ﹤0.01% 829

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

Financial Network Wealth Advisors's SJM Position: Q1 2026 in Review

Financial Network Wealth Advisors held its J.M. Smucker (SJM) position steady in Q1 2026 at 20 shares worth $1.93K. The position accounts for ﹤0.01% of the portfolio, ranked #676.

Financial Network Wealth Advisors first reported a position in SJM in Q2 2024 and has held it in 5 quarters since. The position peaked at $2.3K in Q3 2024. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Financial Network Wealth Advisors held 20 shares of J.M. Smucker worth $1.93K as of Q1 2026.
  • Financial Network Wealth Advisors left its J.M. Smucker share count unchanged in Q1 2026.
  • J.M. Smucker made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #676 holding.
  • Financial Network Wealth Advisors first reported a position in J.M. Smucker in Q2 2024 and has held it in 5 quarters since.
  • Financial Network Wealth Advisors's J.M. Smucker position peaked at $2.3K in Q3 2024.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.