IFP Advisors’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $132K | Buy |
1,177
+271
| +30% | +$27.6K | ﹤0.01% | 1783 |
|
|
2026
Q1 | $87.4K | Buy |
906
+508
| +128% | +$53.2K | ﹤0.01% | 1929 |
|
|
2025
Q4 | $38.9K | Sell |
398
-187
| -32% | -$19.3K | ﹤0.01% | 2333 |
|
|
2025
Q3 | $63.5K | Buy |
585
+108
| +23% | +$11.7K | ﹤0.01% | 1952 |
|
|
2025
Q2 | $46.9K | Sell |
477
-26
| -5% | -$2.86K | ﹤0.01% | 2080 |
|
|
2025
Q1 | $65.5K | Sell |
503
-24
| -5% | -$2.59K | ﹤0.01% | 1759 |
|
|
2024
Q4 | $63.5K | Sell |
527
-3,273
| -86% | -$376K | ﹤0.01% | 1705 |
|
|
2024
Q3 | $460K | Sell |
3,800
-14
| -0.4% | -$1.65K | 0.02% | 724 |
|
|
2024
Q2 | $416K | Buy |
3,814
+294
| +8% | +$33.3K | 0.02% | 721 |
|
|
2024
Q1 | $443K | Buy |
3,520
+693
| +25% | +$87.7K | 0.02% | 654 |
|
|
2023
Q4 | $357K | Sell |
2,827
-155
| -5% | -$18K | 0.02% | 702 |
|
|
2023
Q3 | $367K | Buy |
2,982
+179
| +6% | +$25.4K | 0.02% | 701 |
|
|
2023
Q2 | $414K | Sell |
2,803
-17
| -0.6% | -$2.59K | 0.02% | 717 |
|
|
2023
Q1 | $300K | Sell |
2,820
-2,446
| -46% | -$372K | 0.01% | 778 |
|
|
2022
Q4 | $578K | Sell |
5,266
-39
| -0.7% | -$5.81K | 0.02% | 830 |
|
|
2022
Q3 | $580K | Buy |
5,305
+326
| +7% | +$44.4K | 0.02% | 856 |
|
|
2022
Q2 | $544K | Hold |
4,979
| – | – | 0.02% | 812 |
|
|
2022
Q1 | $544K | Buy |
4,979
+2,303
| +86% | +$314K | 0.02% | 812 |
|
|
2021
Q4 | $380K | Buy |
2,676
+11
| +0.4% | +$1.4K | 0.01% | 695 |
|
|
2021
Q3 | $337K | Buy |
2,665
+1,238
| +87% | +$157K | 0.01% | 723 |
|
|
2021
Q2 | $176K | Buy |
1,427
+158
| +12% | +$21K | ﹤0.01% | 966 |
|
|
2021
Q1 | $160K | Buy |
1,269
+191
| +18% | +$22.5K | ﹤0.01% | 942 |
|
|
2020
Q4 | $123K | Sell |
1,078
-202
| -16% | -$23.5K | 0.01% | 1031 |
|
|
2020
Q3 | $146K | Buy |
1,280
+9
| +0.7% | +$1K | 0.01% | 826 |
|
|
2020
Q2 | $132K | Buy |
1,271
+98
| +8% | +$11K | 0.01% | 820 |
|
|
2020
Q1 | $121K | Sell |
1,173
-93
| -7% | -$9.94K | 0.01% | 753 |
|
|
2019
Q4 | $131K | Sell |
1,266
-971
| -43% | -$103K | 0.01% | 811 |
|
|
2019
Q3 | $242K | Buy |
+2,237
| New | +$249K | 0.02% | 709 |
|
|
2019
Q1 | $175K | Sell |
1,498
-4,597
| -75% | -$480K | 0.02% | 508 |
|
|
2018
Q4 | $572K | Sell |
6,095
-878
| -13% | -$91.7K | 0.03% | 503 |
|
|
2018
Q3 | $715K | Buy |
6,973
+245
| +4% | +$26.8K | 0.03% | 545 |
|
|
2018
Q2 | $723K | Buy |
6,728
+688
| +11% | +$77.3K | 0.03% | 526 |
|
|
2018
Q1 | $750K | Hold |
6,040
| – | – | 0.03% | 476 |
|
|
2017
Q4 | $750K | Sell |
6,040
-7,195
| -54% | -$799K | 0.03% | 477 |
|
|
2017
Q3 | $1.39M | Sell |
13,235
-30
| -0.2% | -$3.43K | 0.06% | 350 |
|
|
2017
Q2 | $1.57M | Sell |
13,265
-600
| -4% | -$75.8K | 0.07% | 313 |
|
|
2017
Q1 | $1.82M | Buy |
13,865
+5
| +0% | +$680 | 0.08% | 273 |
|
|
2016
Q4 | $1.77M | Sell |
13,860
-319
| -2% | -$41.3K | 0.09% | 255 |
|
|
2016
Q3 | $1.92M | Sell |
14,179
-1,978
| -12% | -$290K | 0.1% | 230 |
|
|
2016
Q2 | $2.46M | Buy |
16,157
+14,659
| +979% | +$1.95M | 0.14% | 159 |
|
|
2016
Q1 | $175K | Sell |
1,498
-11,835
| -89% | -$1.49M | 0.02% | 508 |
|
|
2015
Q4 | $1.65M | Buy |
+13,333
| New | +$1.59M | 0.11% | 197 |
|
Other funds holding SJM
IFP Advisors's SJM Position: Q2 2026 in Review
IFP Advisors increased its J.M. Smucker (SJM) stake by 30% in Q2 2026, buying an estimated $27.6K and bringing the position to 1,177 shares worth $132K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.
IFP Advisors first reported a position in SJM in Q4 2015 and has held it in 42 quarters since. The position peaked at $2.46M in Q2 2016. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- IFP Advisors held 1,177 shares of J.M. Smucker worth $132K as of Q2 2026.
- IFP Advisors bought 271 J.M. Smucker shares in Q2 2026, an estimated $27.6K.
- J.M. Smucker made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1783 holding.
- IFP Advisors first reported a position in J.M. Smucker in Q4 2015 and has held it in 42 quarters since.
- IFP Advisors's J.M. Smucker position peaked at $2.46M in Q2 2016.
- 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.