Loring Wolcott & Coolidge Fiduciary Advisors’s J.M. Smucker SJM Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$103K	Sell	916 -70	-7%	-$7.13K	﹤0.01%	383
2026 Q1	$89.6K	Hold	986	–	–	﹤0.01%	388
2025 Q4	$104K	Buy	986 +543	+123%	+$56.1K	﹤0.01%	374
2025 Q3	$45.4K	Hold	443	–	–	﹤0.01%	432
2025 Q2	$43.5K	Hold	443	–	–	﹤0.01%	397
2025 Q1	$52.1K	Sell	443 -50	-10%	-$5.4K	﹤0.01%	380
2024 Q4	$52.9K	Hold	493	–	–	﹤0.01%	384
2024 Q3	$57.7K	Hold	493	–	–	﹤0.01%	378
2024 Q2	$57.9K	Hold	493	–	–	﹤0.01%	380
2024 Q1	$57.9K	Hold	493	–	–	﹤0.01%	381
2023 Q4	$64.9K	Hold	493	–	–	﹤0.01%	382
2023 Q3	$56.2K	Sell	493 -129	-21%	-$18.3K	﹤0.01%	410
2023 Q2	$91.9K	Hold	622	–	–	﹤0.01%	376
2023 Q1	$97.9K	Hold	622	–	–	﹤0.01%	345
2022 Q4	$98.6K	Hold	622	–	–	﹤0.01%	345
2022 Q3	$85K	Hold	622	–	–	﹤0.01%	363
2022 Q2	$80K	Sell	622 -60	-9%	-$8K	﹤0.01%	381
2022 Q1	$92K	Hold	682	–	–	﹤0.01%	386
2021 Q4	$93K	Sell	682 -1,288	-65%	-$164K	﹤0.01%	394
2021 Q3	$236K	Sell	1,970 -500	-20%	-$63.6K	﹤0.01%	290
2021 Q2	$320K	Buy	2,470 +134	+6%	+$17.8K	﹤0.01%	263
2021 Q1	$296K	Buy	2,336 +15	+0.6%	+$1.77K	﹤0.01%	255
2020 Q4	$268K	Sell	2,321 -16	-0.7%	-$1.86K	﹤0.01%	257
2020 Q3	$270K	Hold	2,337	–	–	﹤0.01%	241
2020 Q2	$247K	Sell	2,337 -200	-8%	-$22.5K	﹤0.01%	234
2020 Q1	$282K	Sell	2,537 -350	-12%	-$37.4K	﹤0.01%	215
2019 Q4	$301K	Buy	2,887 +171	+6%	+$18.1K	﹤0.01%	233
2019 Q3	$299K	Sell	2,716 -25	-0.9%	-$2.79K	﹤0.01%	224
2019 Q2	$316K	Sell	2,741 -79	-3%	-$9.65K	﹤0.01%	223
2019 Q1	$329K	Buy	2,820 +25	+0.9%	+$2.61K	0.01%	215
2018 Q4	$261K	Buy	2,795 +220	+9%	+$23K	﹤0.01%	236
2018 Q3	$264K	Sell	2,575 -208	-7%	-$22.7K	﹤0.01%	242
2018 Q2	$299K	Sell	2,783 -122	-4%	-$13.7K	0.01%	240
2018 Q1	$360K	Sell	2,905 -256	-8%	-$32K	0.01%	221
2017 Q4	$393K	Sell	3,161 -54	-2%	-$6K	0.01%	219
2017 Q3	$337K	Buy	3,215 +60	+2%	+$6.85K	0.01%	229
2017 Q2	$385K	Buy	3,155 +3	+0.1%	+$379	0.01%	212
2017 Q1	$413K	Buy	3,152 +129	+4%	+$17.5K	0.01%	205
2016 Q4	$387K	Buy	3,023 +131	+5%	+$17K	0.01%	210
2016 Q3	$392K	Hold	2,892	–	–	0.01%	203
2016 Q2	$441K	Buy	2,892 +105	+4%	+$14K	0.01%	192
2016 Q1	$362K	Buy	2,787 +98	+4%	+$12.4K	0.01%	202
2015 Q4	$332K	Hold	2,689	–	–	0.01%	227
2015 Q3	$292K	Hold	2,689	–	–	0.01%	243
2015 Q2	$292K	Hold	2,689	–	–	0.01%	243
2015 Q1	$311K	Hold	2,689	–	–	0.01%	247
2014 Q4	$272K	Buy	2,689 +122	+5%	+$12.4K	0.01%	247
2014 Q3	$254K	Sell	2,567 -1,530	-37%	-$157K	0.01%	241
2014 Q2	$437K	Hold	4,097	–	–	0.01%	204
2014 Q1	$398K	Buy	4,097 +313	+8%	+$30.4K	0.01%	209
2013 Q4	$392K	Buy	3,784 +500	+15%	+$53K	0.01%	205
2013 Q3	$345K	Hold	3,284	–	–	0.01%	206
2013 Q2	$339K	Buy	+3,284	New	+$334K	0.01%	218

Other funds holding SJM

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SJM Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors reduced its J.M. Smucker (SJM) stake by 7.1% in Q2 2026, selling an estimated $7.13K and leaving 916 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SJM in Q2 2013 and has held it in 53 quarters since. The position peaked at $441K in Q2 2016. 416 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 916 shares of J.M. Smucker worth $103K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors sold 70 J.M. Smucker shares in Q2 2026, an estimated $7.13K.
J.M. Smucker made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #383 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in J.M. Smucker in Q2 2013 and has held it in 53 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's J.M. Smucker position peaked at $441K in Q2 2016.
416 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.