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Mayflower Financial Advisors’s J.M. Smucker SJM Stock Holding History

Mayflower Financial 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 		$352K Sell
3,126
-5
-0.2% -$509 0.03% 349
2026
Q1 		$302K Sell
3,131
-621
-17% -$65K 0.04% 346
2025
Q4 		$367K Sell
3,752
-36
-1% -$3.72K 0.04% 297
2025
Q3 		$411K Sell
3,788
-113
-3% -$12.3K 0.05% 282
2025
Q2 		$383K Sell
3,901
-2
-0.1% -$220 0.05% 277
2025
Q1 		$462K Sell
3,903
-28
-0.7% -$3.02K 0.07% 241
2024
Q4 		$433K Sell
3,931
-1,355
-26% -$156K 0.06% 245
2024
Q3 		$640K Buy
5,286
+2
+0% +$236 0.1% 189
2024
Q2 		$576K Sell
5,284
-116
-2% -$13.1K 0.09% 194
2024
Q1 		$680K Sell
5,400
-399
-7% -$50.5K 0.11% 181
2023
Q4 		$733K Buy
5,799
+24
+0.4% +$2.78K 0.1% 164
2023
Q3 		$710K Sell
5,775
-54
-0.9% -$7.67K 0.11% 150
2023
Q2 		$861K Hold
5,829
– – 0.11% 148
2023
Q1 		$917K Buy
5,829
+28
+0.5% +$4.25K 0.12% 140
2022
Q4 		$919K Hold
5,801
– – 0.13% 134
2022
Q3 		$797K Buy
5,801
+3
+0.1% +$409 0.13% 123
2022
Q2 		$742K Buy
5,798
+1
+0% +$133 0.11% 135
2022
Q1 		$785K Buy
5,797
+4
+0.1% +$545 0.11% 141
2021
Q4 		$787K Buy
5,793
+1
+0% +$128 0.1% 138
2021
Q3 		$701K Hold
5,792
– – 0.09% 149
2021
Q2 		$750K Buy
5,792
+254
+5% +$33.7K 0.1% 134
2021
Q1 		$701K Buy
5,538
+700
+14% +$82.6K 0.1% 132
2020
Q4 		$559K Buy
+4,838
New +$562K 0.1% 140

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VF
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
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
Citigroup
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Mayflower Financial Advisors's SJM Position: Q2 2026 in Review

Mayflower Financial Advisors reduced its J.M. Smucker (SJM) stake by 0.16% in Q2 2026, selling an estimated $509 and leaving 3,126 shares worth $352K. The position accounts for 0.03% of the portfolio, ranked #349.

Mayflower Financial Advisors first reported a position in SJM in Q4 2020 and has held it in 23 quarters since. The position peaked at $919K in Q4 2022. 391 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Mayflower Financial Advisors held 3,126 shares of J.M. Smucker worth $352K as of Q2 2026.
  • Mayflower Financial Advisors sold 5 J.M. Smucker shares in Q2 2026, an estimated $509.
  • J.M. Smucker made up 0.03% of Mayflower Financial Advisors's portfolio in Q2 2026, its #349 holding.
  • Mayflower Financial Advisors first reported a position in J.M. Smucker in Q4 2020 and has held it in 23 quarters since.
  • Mayflower Financial Advisors's J.M. Smucker position peaked at $919K in Q4 2022.
  • 391 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Mayflower Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.