GWN Securities’s J.M. Smucker SJM Stock Holding History

GWN Securities’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	-2,971	Closed	-$291K	–	486
2025 Q4	$291K	Buy	+2,971	New	+$307K	0.06%	339
2025 Q2	–	Sell	-10,229	Closed	-$1.13M	–	665
2025 Q1	$1.13M	Buy	+10,229	New	+$1.1M	0.06%	283

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GWN Securities's SJM Position: Q1 2026 in Review

GWN Securities sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 2,971 shares — an estimated $291K sold.

GWN Securities first reported a position in SJM in Q1 2025 and held it in 2 quarters. The position peaked at $1.13M in Q1 2025. 820 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

GWN Securities reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
GWN Securities sold 2,971 J.M. Smucker shares in Q1 2026, an estimated $291K.
GWN Securities first reported a position in J.M. Smucker in Q1 2025 and held it in 2 quarters.
GWN Securities's J.M. Smucker position peaked at $1.13M in Q1 2025.
820 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on GWN Securities's 13F filing for Q1 2026, filed 15 May 2026.