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Garton & Associates Financial Advisors’s J.M. Smucker SJM Stock Holding History

Garton & Associates Financial 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 		– Sell
-255
Closed -$24.9K – 600
2025
Q4 		$24.9K Buy
+255
New +$26.4K 0.01% 574

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Garton & Associates Financial Advisors's SJM Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 255 shares — an estimated $24.9K sold.

Garton & Associates Financial Advisors first reported a position in SJM in Q4 2025 and held it in 1 quarter. The position peaked at $24.9K in Q4 2025. 818 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 255 J.M. Smucker shares in Q1 2026, an estimated $24.9K.
  • Garton & Associates Financial Advisors first reported a position in J.M. Smucker in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's J.M. Smucker position peaked at $24.9K in Q4 2025.
  • 818 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.