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J.W. Cole Advisors’s J.M. Smucker SJM Stock Holding History

J.W. Cole Advisors’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 		$886K Buy
+7,877
New +$802K 0.02% 786
2026
Q1 		– Sell
-8,894
Closed -$863K – 1371
2025
Q4 		$863K Sell
8,894
-2,731
-23% -$282K 0.02% 685
2025
Q3 		$1.26M Sell
11,625
-3,594
-24% -$390K 0.02% 636
2025
Q2 		$1.49M Buy
15,219
+2,523
+20% +$277K 0.03% 529
2025
Q1 		$1.5M Buy
12,696
+8,469
+200% +$915K 0.05% 400
2024
Q4 		$465K Sell
4,227
-1,624
-28% -$187K 0.02% 626
2024
Q3 		$709K Buy
5,851
+1,524
+35% +$180K 0.03% 483
2024
Q2 		$472K Sell
4,327
-1,786
-29% -$202K 0.02% 536
2024
Q1 		$765K Buy
6,113
+32
+0.5% +$4.05K 0.04% 409
2023
Q4 		$769K Buy
6,081
+4,303
+242% +$499K 0.05% 354
2023
Q3 		$219K Buy
1,778
+2
+0.1% +$284 0.02% 658
2023
Q2 		$262K Buy
1,776
+3
+0.2% +$458 0.02% 617
2023
Q1 		$279K Sell
1,773
-128
-7% -$19.4K 0.02% 627
2022
Q4 		$301K Sell
1,901
-84
-4% -$12.5K 0.02% 560
2022
Q3 		$273K Buy
1,985
+11
+0.6% +$1.5K 0.02% 575
2022
Q2 		$253K Buy
1,974
+4
+0.2% +$533 0.02% 597
2022
Q1 		$267K Buy
1,970
+199
+11% +$27.1K 0.02% 660
2021
Q4 		$240K Sell
1,771
-2
-0.1% -$255 0.02% 729
2021
Q3 		$213K Sell
1,773
-10
-0.6% -$1.27K 0.02% 430
2021
Q2 		$231K Sell
1,783
-2
-0.1% -$266 0.02% 658
2021
Q1 		$226K Buy
1,785
+26
+1% +$3.07K 0.02% 595
2020
Q4 		$203K Buy
+1,759
New +$204K 0.02% 592

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

J.W. Cole Advisors's SJM Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in J.M. Smucker (SJM) in Q2 2026: 7,877 shares worth $886K. The stake represents 0.02% of the portfolio and ranks #786 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in SJM as recently as Q4 2025.

J.W. Cole Advisors first reported a position in SJM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.5M in Q1 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • J.W. Cole Advisors held 7,877 shares of J.M. Smucker worth $886K as of Q2 2026.
  • J.M. Smucker was a new J.W. Cole Advisors position in Q2 2026.
  • J.M. Smucker made up 0.02% of J.W. Cole Advisors's portfolio in Q2 2026, its #786 holding.
  • J.W. Cole Advisors first reported a position in J.M. Smucker in Q4 2020 and has held it in 22 quarters since.
  • J.W. Cole Advisors's J.M. Smucker position peaked at $1.5M in Q1 2025.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.