MWA
SJM icon

Medallion Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Medallion Wealth 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
Q1 		– Sell
-10
Closed -$978 – 1148
2025
Q4 		$978 Hold
10
– – ﹤0.01% 1046
2025
Q3 		$1.09K Hold
10
– – ﹤0.01% 1029
2025
Q2 		$982 Hold
10
– – ﹤0.01% 1025
2025
Q1 		$1.18K Hold
10
– – ﹤0.01% 976
2024
Q4 		$1.18K Buy
+10
New +$1.15K ﹤0.01% 913

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

Medallion Wealth Advisors's SJM Position: Q1 2026 in Review

Medallion Wealth Advisors sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 10 shares — an estimated $978 sold.

Medallion Wealth Advisors first reported a position in SJM in Q4 2024 and held it in 5 quarters. The position peaked at $1.18K in Q1 2025. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Medallion Wealth Advisors reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Medallion Wealth Advisors sold 10 J.M. Smucker shares in Q1 2026, an estimated $978.
  • Medallion Wealth Advisors first reported a position in J.M. Smucker in Q4 2024 and held it in 5 quarters.
  • Medallion Wealth Advisors's J.M. Smucker position peaked at $1.18K in Q1 2025.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.