MLL
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Moody Lynn & Lieberson’s J.M. Smucker SJM Stock Holding History

Moody Lynn & Lieberson’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 		$258K Sell
2,289
-10
-0.4% -$1.02K 0.01% 233
2026
Q1 		$222K Hold
2,299
– – 0.01% 237
2025
Q4 		$225K Hold
2,299
– – 0.01% 247
2025
Q3 		$250K Hold
2,299
– – 0.01% 232
2025
Q2 		$226K Buy
2,299
+10
+0.4% +$1.1K 0.01% 239
2025
Q1 		$271K Hold
2,289
– – 0.02% 215
2024
Q4 		$252K Hold
2,289
– – 0.02% 214
2024
Q3 		$277K Hold
2,289
– – 0.02% 219
2024
Q2 		$250K Hold
2,289
– – 0.02% 215
2024
Q1 		$288K Hold
2,289
– – 0.02% 201
2023
Q4 		$289K Hold
2,289
– – 0.02% 197
2023
Q3 		$281K Hold
2,289
– – 0.02% 175
2023
Q2 		$338K Hold
2,289
– – 0.03% 178
2023
Q1 		$360K Hold
2,289
– – 0.03% 180
2022
Q4 		$362K Hold
2,289
– – 0.03% 186
2022
Q3 		$315K Hold
2,289
– – 0.03% 186
2022
Q2 		$293K Hold
2,289
– – 0.03% 192
2022
Q1 		$310K Hold
2,289
– – 0.02% 195
2021
Q4 		$311K Sell
2,289
-2
-0.1% -$255 0.02% 202
2021
Q3 		$275K Hold
2,291
– – 0.02% 200
2021
Q2 		$297K Hold
2,291
– – 0.02% 190
2021
Q1 		$290K Hold
2,291
– – 0.02% 194
2020
Q4 		$265K Buy
2,291
+2
+0.1% +$232 0.02% 189
2020
Q3 		$264K Hold
2,289
– – 0.03% 174
2020
Q2 		$242K Hold
2,289
– – 0.03% 170
2020
Q1 		$254 Hold
2,289
– – 0.03% 147
2019
Q4 		$238K Hold
2,289
– – 0.02% 198
2019
Q3 		$252K Sell
2,289
-12
-0.5% -$1.34K 0.03% 170
2019
Q2 		$265K Hold
2,301
– – 0.03% 178
2019
Q1 		$268K Sell
2,301
-1,488
-39% -$156K 0.03% 176
2018
Q4 		$354K Hold
3,789
– – 0.05% 157
2018
Q3 		$389K Hold
3,789
– – 0.04% 174
2018
Q2 		$407K Hold
3,789
– – 0.05% 172
2018
Q1 		$470K Hold
3,789
– – 0.06% 157
2017
Q4 		$483K Sell
3,789
-250
-6% -$27.8K 0.05% 171
2017
Q3 		$424K Sell
4,039
-4,265
-51% -$487K 0.05% 171
2017
Q2 		$983K Sell
8,304
-3,342
-29% -$422K 0.13% 102
2017
Q1 		$1.53M Sell
11,646
-11
-0.1% -$1.5K 0.21% 74
2016
Q4 		$1.49M Buy
11,657
+578
+5% +$74.9K 0.21% 82
2016
Q3 		$1.5M Sell
11,079
-110
-1% -$16.1K 0.25% 81
2016
Q2 		$1.71M Buy
11,189
+2,885
+35% +$384K 0.31% 63
2016
Q1 		$1.08M Hold
8,304
– – 0.17% 85
2015
Q4 		$1.02M Hold
8,304
– – 0.16% 90
2015
Q3 		$947K Hold
8,304
– – 0.18% 77
2015
Q2 		$900K Hold
8,304
– – 0.14% 99
2015
Q1 		$961K Hold
8,304
– – 0.15% 94
2014
Q4 		$839K Hold
8,304
– – 0.12% 108
2014
Q3 		$822K Hold
8,304
– – 0.12% 103
2014
Q2 		$885K Hold
8,304
– – 0.12% 106
2014
Q1 		$807K Hold
8,304
– – 0.12% 115
2013
Q4 		$860K Sell
8,304
-3,311
-29% -$351K 0.12% 118
2013
Q3 		$1.22M Buy
11,615
+230
+2% +$24.9K 0.19% 106
2013
Q2 		$1.17M Buy
+11,385
New +$1.16M 0.21% 97

Other funds holding SJM

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CSI
Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return

Moody Lynn & Lieberson's SJM Position: Q2 2026 in Review

Moody Lynn & Lieberson reduced its J.M. Smucker (SJM) stake by 0.43% in Q2 2026, selling an estimated $1.02K and leaving 2,289 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #233.

Moody Lynn & Lieberson first reported a position in SJM in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.71M in Q2 2016. 222 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Moody Lynn & Lieberson held 2,289 shares of J.M. Smucker worth $258K as of Q2 2026.
  • Moody Lynn & Lieberson sold 10 J.M. Smucker shares in Q2 2026, an estimated $1.02K.
  • J.M. Smucker made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #233 holding.
  • Moody Lynn & Lieberson first reported a position in J.M. Smucker in Q2 2013 and has held it in 53 quarters since.
  • Moody Lynn & Lieberson's J.M. Smucker position peaked at $1.71M in Q2 2016.
  • 222 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.