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Laurel Wealth Advisors (North Carolina)’s J.M. Smucker SJM Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
Q1 		– Sell
-100
Closed -$9.78K – 564
2025
Q4 		$9.78K Buy
+100
New +$10.3K ﹤0.01% 487
2025
Q2 		– Sell
-100
Closed -$11.8K – 587
2025
Q1 		$11.8K Hold
100
– – ﹤0.01% 460
2024
Q4 		$11K Hold
100
– – ﹤0.01% 476
2024
Q3 		$12.1K Hold
100
– – ﹤0.01% 445
2024
Q2 		$10.9K Hold
100
– – ﹤0.01% 421
2024
Q1 		$12.6K Hold
100
– – ﹤0.01% 417
2023
Q4 		$12.6K Sell
100
-145
-59% -$16.8K ﹤0.01% 387
2023
Q3 		$30.1K Sell
245
-444
-64% -$63.1K 0.01% 325
2023
Q2 		$102K Hold
689
– – 0.02% 223
2023
Q1 		$108K Buy
689
+589
+589% +$89.5K 0.02% 214
2022
Q4 		$15.8K Hold
100
– – ﹤0.01% 350
2022
Q3 		$14K Hold
100
– – ﹤0.01% 364
2022
Q2 		$13K Hold
100
– – ﹤0.01% 373
2022
Q1 		$14K Hold
100
– – ﹤0.01% 382
2021
Q4 		$14K Hold
100
– – ﹤0.01% 384
2021
Q3 		$12K Hold
100
– – ﹤0.01% 399
2021
Q2 		$13K Hold
100
– – ﹤0.01% 434
2021
Q1 		$13K Hold
100
– – ﹤0.01% 398
2020
Q4 		$12K Hold
100
– – ﹤0.01% 400
2020
Q3 		$12K Hold
100
– – ﹤0.01% 377
2020
Q2 		$11K Hold
100
– – ﹤0.01% 374
2020
Q1 		$11K Hold
100
– – ﹤0.01% 354
2019
Q4 		$10K Hold
100
– – ﹤0.01% 399
2019
Q3 		$11K Sell
100
-63
-39% -$7.02K ﹤0.01% 377
2019
Q2 		$19K Hold
163
– – 0.01% 324
2019
Q1 		$19K Hold
163
– – 0.01% 314
2018
Q4 		$15K Buy
+163
New +$17K 0.01% 318

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SJM Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 100 shares — an estimated $9.78K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SJM in Q4 2018 and held it in 27 quarters. The position peaked at $108K in Q1 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 100 J.M. Smucker shares in Q1 2026, an estimated $9.78K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in J.M. Smucker in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s J.M. Smucker position peaked at $108K in Q1 2023.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.