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GoalVest Advisory’s J.M. Smucker SJM Stock Holding History

GoalVest Advisory’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
Q3 		$14.3K Buy
+120
New +$14.4K ﹤0.01% 372
2024
Q1 		– Sell
-25
Closed -$3.16K – 466
2023
Q4 		$3.16K Buy
+25
New +$2.9K ﹤0.01% 310
2022
Q2 		– Sell
-5
Closed -$1K – 505
2022
Q1 		$1K Buy
+5
New +$681 ﹤0.01% 360

Other funds holding SJM

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

GoalVest Advisory's SJM Position: Q3 2026 in Review

GoalVest Advisory opened a new position in J.M. Smucker (SJM) in Q3 2026: 120 shares worth $14.3K. The stake represents ﹤0.01% of the portfolio and ranks #372 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in SJM as recently as Q4 2023.

GoalVest Advisory first reported a position in SJM in Q1 2022 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • GoalVest Advisory held 120 shares of J.M. Smucker worth $14.3K as of Q3 2026.
  • J.M. Smucker was a new GoalVest Advisory position in Q3 2026.
  • J.M. Smucker made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #372 holding.
  • GoalVest Advisory first reported a position in J.M. Smucker in Q1 2022 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.