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

IFG 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 Q2	$45.6K	Buy	+405	New	+$41.3K	﹤0.01%	1370
2024 Q1	–	Sell	-4,216	Closed	-$533K	–	535
2023 Q4	$533K	Sell	4,216 -82	-2%	-$9.5K	0.04%	352
2023 Q3	$528K	Buy	+4,298	New	+$611K	0.04%	330
2023 Q2	–	Sell	-4,476	Closed	-$704K	–	459
2023 Q1	$704K	Sell	4,476 -138	-3%	-$21K	0.07%	263
2022 Q4	$731K	Sell	4,614 -172	-4%	-$25.6K	0.07%	251
2022 Q3	$657K	Hold	4,786	–	–	0.06%	277
2022 Q2	$612K	Sell	4,786 -1,785	-27%	-$238K	0.07%	262
2022 Q1	$889K	Sell	6,571 -399	-6%	-$54.4K	0.09%	220
2021 Q4	$946K	Buy	6,970 +4,349	+166%	+$555K	0.09%	208
2021 Q3	$314K	Buy	2,621 +299	+13%	+$38K	0.03%	395
2021 Q2	$300K	Sell	2,322 -112	-5%	-$14.9K	0.03%	393
2021 Q1	$307K	Buy	+2,434	New	+$287K	0.04%	390
2019 Q4	–	Sell	-2,062	Closed	-$226K	–	420
2019 Q3	$226K	Sell	2,062 -82	-4%	-$9.14K	0.04%	365
2019 Q2	$246K	Sell	2,144 -217	-9%	-$26.5K	0.04%	302
2019 Q1	$275K	Sell	2,361 -441	-16%	-$46.1K	0.05%	276
2018 Q4	$261K	Sell	2,802 -614	-18%	-$64.1K	0.06%	260
2018 Q3	$350K	Buy	3,416 +462	+16%	+$50.5K	0.07%	267
2018 Q2	$317K	Buy	2,954 +23	+0.8%	+$2.58K	0.07%	260
2018 Q1	$363K	Buy	2,931 +108	+4%	+$13.5K	0.08%	234
2017 Q4	$350K	Buy	+2,823	New	+$314K	0.08%	234

Other funds holding SJM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

IFG Advisory's SJM Position: Q2 2026 in Review

IFG Advisory opened a new position in J.M. Smucker (SJM) in Q2 2026: 405 shares worth $45.6K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: IFG Advisory previously reported a position in SJM as recently as Q4 2023.

IFG Advisory first reported a position in SJM in Q4 2017 and has held it in 20 quarters since. The position peaked at $946K in Q4 2021. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

IFG Advisory held 405 shares of J.M. Smucker worth $45.6K as of Q2 2026.
J.M. Smucker was a new IFG Advisory position in Q2 2026.
J.M. Smucker made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1370 holding.
IFG Advisory first reported a position in J.M. Smucker in Q4 2017 and has held it in 20 quarters since.
IFG Advisory's J.M. Smucker position peaked at $946K in Q4 2021.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.