IFG Advisory
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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
Q3 		$48.2K Hold
405
– – ﹤0.01% 1317
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

IFG Advisory's SJM Position: Q3 2026 in Review

IFG Advisory held its J.M. Smucker (SJM) position steady in Q3 2026 at 405 shares worth $48.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1317.

IFG Advisory first reported a position in SJM in Q4 2017 and has held it in 21 quarters since. The position peaked at $946K in Q4 2021. 517 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • IFG Advisory held 405 shares of J.M. Smucker worth $48.2K as of Q3 2026.
  • IFG Advisory left its J.M. Smucker share count unchanged in Q3 2026.
  • J.M. Smucker made up ﹤0.01% of IFG Advisory's portfolio in Q3 2026, its #1317 holding.
  • IFG Advisory first reported a position in J.M. Smucker in Q4 2017 and has held it in 21 quarters since.
  • IFG Advisory's J.M. Smucker position peaked at $946K in Q4 2021.
  • 517 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.