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

Flagship 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 		$15K Sell
153
-3
-2% -$314 0.01% 270
2025
Q4 		$15.3K Buy
156
+1
+0.6% +$103 ﹤0.01% 298
2025
Q3 		$16.8K Buy
155
+2
+1% +$217 0.01% 301
2025
Q2 		$15K Buy
153
+1
+0.7% +$110 0.01% 285
2025
Q1 		$18K Buy
152
+1
+0.7% +$108 0.01% 264
2024
Q4 		$16.6K Buy
+151
New +$17.4K 0.01% 261

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T 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 $564B 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 $280B 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 $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return