LPL Financial’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 | $13.4M | Buy |
119,239
+9,936
| +9% | +$1.01M | ﹤0.01% | 1881 |
|
|
2026
Q1 | $10.5M | Buy |
109,303
+4,456
| +4% | +$467K | ﹤0.01% | 1953 |
|
|
2025
Q4 | $10.3M | Sell |
104,847
-10,111
| -9% | -$1.05M | ﹤0.01% | 1908 |
|
|
2025
Q3 | $12.5M | Sell |
114,958
-2,265
| -2% | -$246K | ﹤0.01% | 1684 |
|
|
2025
Q2 | $11.5M | Buy |
117,223
+8,574
| +8% | +$943K | ﹤0.01% | 1620 |
|
|
2025
Q1 | $12.9M | Buy |
108,649
+14,497
| +15% | +$1.57M | 0.01% | 1431 |
|
|
2024
Q4 | $10.4M | Buy |
94,152
+71
| +0.1% | +$8.17K | ﹤0.01% | 1525 |
|
|
2024
Q3 | $11.4M | Sell |
94,081
-11,076
| -11% | -$1.3M | 0.01% | 1379 |
|
|
2024
Q2 | $11.5M | Buy |
105,157
+7,935
| +8% | +$898K | 0.01% | 1290 |
|
|
2024
Q1 | $12.2M | Sell |
97,222
-1,322
| -1% | -$167K | 0.01% | 1197 |
|
|
2023
Q4 | $12.5M | Buy |
98,544
+8,834
| +10% | +$1.02M | 0.01% | 1119 |
|
|
2023
Q3 | $11M | Buy |
89,710
+8,084
| +10% | +$1.15M | 0.01% | 1109 |
|
|
2023
Q2 | $12.1M | Sell |
81,626
-253
| -0.3% | -$38.6K | 0.01% | 1037 |
|
|
2023
Q1 | $12.9M | Buy |
81,879
+4,470
| +6% | +$679K | 0.01% | 964 |
|
|
2022
Q4 | $12.3M | Buy |
77,409
+10,205
| +15% | +$1.52M | 0.01% | 922 |
|
|
2022
Q3 | $9.23M | Buy |
67,204
+3,763
| +6% | +$513K | 0.01% | 1004 |
|
|
2022
Q2 | $8.12M | Buy |
63,441
+2,116
| +3% | +$282K | 0.01% | 1081 |
|
|
2022
Q1 | $8.3M | Buy |
61,325
+2,514
| +4% | +$343K | 0.01% | 1102 |
|
|
2021
Q4 | $7.99M | Buy |
58,811
+5,025
| +9% | +$641K | 0.01% | 1161 |
|
|
2021
Q3 | $6.46M | Buy |
53,786
+7,734
| +17% | +$983K | 0.01% | 1219 |
|
|
2021
Q2 | $5.97M | Buy |
46,052
+1,121
| +2% | +$149K | 0.01% | 1216 |
|
|
2021
Q1 | $5.68M | Buy |
44,931
+1,937
| +5% | +$229K | 0.01% | 1144 |
|
|
2020
Q4 | $4.97M | Buy |
42,994
+8,722
| +25% | +$1.01M | 0.01% | 1124 |
|
|
2020
Q3 | $3.96M | Sell |
34,272
-1,026
| -3% | -$114K | 0.01% | 1072 |
|
|
2020
Q2 | $3.73M | Buy |
35,298
+1,447
| +4% | +$163K | 0.01% | 1017 |
|
|
2020
Q1 | $3.76M | Buy |
33,851
+3,262
| +11% | +$349K | 0.01% | 869 |
|
|
2019
Q4 | $3.19M | Buy |
30,589
+5,105
| +20% | +$540K | 0.01% | 1071 |
|
|
2019
Q3 | $2.8M | Buy |
25,484
+2,852
| +13% | +$318K | 0.01% | 1061 |
|
|
2019
Q2 | $2.61M | Sell |
22,632
-5,931
| -21% | -$724K | 0.01% | 1101 |
|
|
2019
Q1 | $3.33M | Buy |
28,563
+4,781
| +20% | +$500K | 0.01% | 931 |
|
|
2018
Q4 | $2.22M | Sell |
23,782
-4,115
| -15% | -$430K | 0.01% | 1019 |
|
|
2018
Q3 | $2.86M | Buy |
27,897
+104
| +0.4% | +$11.4K | 0.01% | 970 |
|
|
2018
Q2 | $2.99M | Sell |
27,793
-172
| -0.6% | -$19.3K | 0.01% | 931 |
|
|
2018
Q1 | $3.47M | Buy |
27,965
+1,136
| +4% | +$142K | 0.01% | 857 |
|
|
2017
Q4 | $3.33M | Buy |
26,829
+2,593
| +11% | +$288K | 0.01% | 811 |
|
|
2017
Q3 | $2.54M | Sell |
24,236
-7,065
| -23% | -$807K | 0.01% | 867 |
|
|
2017
Q2 | $3.7M | Buy |
31,301
+17,523
| +127% | +$2.21M | 0.01% | 660 |
|
|
2017
Q1 | $1.81M | Sell |
13,778
-5,450
| -28% | -$741K | 0.01% | 899 |
|
|
2016
Q4 | $2.48M | Buy |
19,228
+7,726
| +67% | +$1M | 0.02% | 694 |
|
|
2016
Q3 | $1.53M | Buy |
11,502
+1,468
| +15% | +$215K | 0.01% | 914 |
|
|
2016
Q2 | $1.54M | Sell |
10,034
-37,321
| -79% | -$4.96M | 0.01% | 909 |
|
|
2016
Q1 | $5.97M | Sell |
47,355
-1,876
| -4% | -$236K | 0.02% | 636 |
|
|
2015
Q4 | $6.07M | Buy |
49,231
+25,106
| +104% | +$2.99M | 0.02% | 632 |
|
|
2015
Q3 | $2.81M | Sell |
24,125
-1,023
| -4% | -$114K | 0.02% | 685 |
|
|
2015
Q2 | $2.72M | Buy |
25,148
+6,444
| +34% | +$746K | 0.01% | 758 |
|
|
2015
Q1 | $2.16M | Buy |
18,704
+754
| +4% | +$82.6K | 0.01% | 870 |
|
|
2014
Q4 | $1.81M | Buy |
17,950
+1,120
| +7% | +$113K | 0.01% | 944 |
|
|
2014
Q3 | $1.65M | Buy |
16,830
+623
| +4% | +$63.9K | 0.01% | 971 |
|
|
2014
Q2 | $1.73M | Sell |
16,207
-5
| -0% | -$502 | 0.01% | 980 |
|
|
2014
Q1 | $1.58M | Sell |
16,212
-917
| -5% | -$89.1K | 0.01% | 973 |
|
|
2013
Q4 | $1.77M | Buy |
17,129
+657
| +4% | +$69.7K | 0.01% | 896 |
|
|
2013
Q3 | $1.76M | Buy |
16,472
+202
| +1% | +$21.9K | 0.01% | 855 |
|
|
2013
Q2 | $1.68M | Buy |
+16,270
| New | +$1.66M | 0.01% | 809 |
|
Other funds holding SJM
LPL Financial's SJM Position: Q2 2026 in Review
LPL Financial increased its J.M. Smucker (SJM) stake by 9.1% in Q2 2026, buying an estimated $1.01M and bringing the position to 119,239 shares worth $13.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1881.
LPL Financial first reported a position in SJM in Q2 2013 and has held it in 53 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- LPL Financial held 119,239 shares of J.M. Smucker worth $13.4M as of Q2 2026.
- LPL Financial bought 9,936 J.M. Smucker shares in Q2 2026, an estimated $1.01M.
- J.M. Smucker made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1881 holding.
- LPL Financial first reported a position in J.M. Smucker in Q2 2013 and has held it in 53 quarters since.
- 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.