Meridian Wealth Management’s J.M. Smucker SJM Stock Holding History

Meridian Wealth Management’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	$201K	Sell	2,079 -6	-0.3%	-$628	0.01%	750
2025 Q4	$204K	Sell	2,085 -2	-0.1%	-$207	0.01%	722
2025 Q3	$227K	Sell	2,087 -4	-0.2%	-$434	0.01%	647
2025 Q2	$205K	Sell	2,091 -78	-4%	-$8.58K	0.01%	640
2025 Q1	$257K	Sell	2,169 -4	-0.2%	-$432	0.01%	551
2024 Q4	$239K	Sell	2,173 -35	-2%	-$4.03K	0.01%	564
2024 Q3	$267K	Buy	+2,208	New	+$260K	0.01%	549
2024 Q1	–	Sell	-2,071	Closed	-$262K	–	467
2023 Q4	$262K	Buy	2,071 +1	+0%	+$116	0.02%	521
2023 Q3	$254K	Sell	2,070 -16	-0.8%	-$2.27K	0.02%	473
2023 Q2	$308K	Buy	2,086 +16	+0.8%	+$2.44K	0.03%	430
2023 Q1	$326K	Hold	2,070	–	–	0.03%	405
2022 Q4	$328K	Hold	2,070	–	–	0.03%	391
2022 Q3	$284K	Hold	2,070	–	–	0.03%	377
2022 Q2	$265K	Hold	2,070	–	–	0.02%	457
2022 Q1	$280K	Hold	2,070	–	–	0.03%	326
2021 Q4	$281K	Hold	2,070	–	–	0.03%	327
2021 Q3	$248K	Hold	2,070	–	–	0.03%	338
2021 Q2	$268K	Hold	2,070	–	–	0.03%	320
2021 Q1	$262K	Hold	2,070	–	–	0.04%	296
2020 Q4	$239K	Buy	+2,070	New	+$241K	0.04%	289
2019 Q3	–	Sell	-175	Closed	-$202	–	432
2019 Q2	$202	Buy	+175	New	+$21.4K	0.01%	536

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Meridian Wealth Management's SJM Position: Q1 2026 in Review

Meridian Wealth Management reduced its J.M. Smucker (SJM) stake by 0.29% in Q1 2026, selling an estimated $628 and leaving 2,079 shares worth $201K. The position accounts for 0.01% of the portfolio, ranked #750.

Meridian Wealth Management first reported a position in SJM in Q2 2019 and has held it in 21 quarters since. The position peaked at $328K in Q4 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Meridian Wealth Management held 2,079 shares of J.M. Smucker worth $201K as of Q1 2026.
Meridian Wealth Management sold 6 J.M. Smucker shares in Q1 2026, an estimated $628.
J.M. Smucker made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #750 holding.
Meridian Wealth Management first reported a position in J.M. Smucker in Q2 2019 and has held it in 21 quarters since.
Meridian Wealth Management's J.M. Smucker position peaked at $328K in Q4 2022.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.