Kestra Advisory Services
SJM icon

Kestra Advisory Services’s J.M. Smucker SJM Stock Holding History

Kestra Advisory Services’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 		$3.9M Buy
32,783
+3,582
+12% +$431K 0.01% 1034
2026
Q2 		$3.29M Sell
29,201
-1,799
-6% -$183K 0.01% 1065
2026
Q1 		$2.99M Buy
31,000
+7,258
+31% +$760K 0.01% 1065
2025
Q4 		$2.32M Buy
23,742
+514
+2% +$53.1K 0.01% 1131
2025
Q3 		$2.52M Buy
23,228
+17,772
+326% +$1.93M 0.01% 1030
2025
Q2 		$536K Buy
5,456
+1,423
+35% +$156K ﹤0.01% 1921
2025
Q1 		$478K Sell
4,033
-806
-17% -$87K ﹤0.01% 1844
2024
Q4 		$533K Sell
4,839
-901
-16% -$104K ﹤0.01% 1834
2024
Q3 		$695K Sell
5,740
-3,532
-38% -$416K ﹤0.01% 1548
2024
Q2 		$940K Sell
9,272
-1,519
-14% -$172K 0.01% 1361
2024
Q1 		$1.36M Buy
10,791
+913
+9% +$116K 0.01% 1056
2023
Q4 		$1.25M Buy
9,878
+2,915
+42% +$338K 0.01% 1009
2023
Q3 		$856K Buy
6,963
+1,714
+33% +$243K 0.01% 1072
2023
Q2 		$775K Buy
5,249
+742
+16% +$113K 0.01% 1099
2023
Q1 		$709K Sell
4,507
-4,416
-49% -$671K 0.01% 1108
2022
Q4 		$1.41M Buy
8,923
+3,162
+55% +$471K 0.01% 897
2022
Q3 		$792K Sell
5,761
-5,598
-49% -$763K 0.01% 1078
2022
Q2 		$1.45M Buy
11,359
+6,451
+131% +$860K 0.01% 800
2022
Q1 		$665K Sell
4,908
-699
-12% -$95.3K 0.01% 1128
2021
Q4 		$761K Buy
5,607
+911
+19% +$116K 0.01% 1094
2021
Q3 		$564K Buy
4,696
+452
+11% +$57.5K 0.01% 1321
2021
Q2 		$550K Sell
4,244
-92
-2% -$12.2K 0.01% 1240
2021
Q1 		$549K Sell
4,336
-1,921
-31% -$227K 0.01% 1142
2020
Q4 		$718K Buy
6,257
+6,210
+13,213% +$722K 0.01% 1024
2020
Q3 		$358K Buy
+47
New +$5.24K 0.01% 1024

Other funds holding SJM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Kestra Advisory Services's SJM Position: Q3 2026 in Review

Kestra Advisory Services increased its J.M. Smucker (SJM) stake by 12% in Q3 2026, buying an estimated $431K and bringing the position to 32,783 shares worth $3.9M. The position accounts for 0.01% of the portfolio, ranked #1034.

Kestra Advisory Services first reported a position in SJM in Q3 2020 and has held it in 25 quarters since. 774 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Kestra Advisory Services held 32,783 shares of J.M. Smucker worth $3.9M as of Q3 2026.
  • Kestra Advisory Services bought 3,582 J.M. Smucker shares in Q3 2026, an estimated $431K.
  • J.M. Smucker made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1034 holding.
  • Kestra Advisory Services first reported a position in J.M. Smucker in Q3 2020 and has held it in 25 quarters since.
  • 774 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.