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Moody National Bank Trust Division’s J.M. Smucker SJM Stock Holding History

Moody National Bank Trust Division’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 		$280K Buy
2,491
+132
+6% +$13.4K 0.02% 435
2026
Q1 		$228K Buy
2,359
+55
+2% +$5.76K 0.02% 464
2025
Q4 		$225K Sell
2,304
-149
-6% -$15.4K 0.02% 473
2025
Q3 		$266K Hold
2,453
– – 0.02% 437
2025
Q2 		$241K Buy
2,453
+28
+1% +$3.08K 0.02% 440
2025
Q1 		$287K Hold
2,425
– – 0.03% 415
2024
Q4 		$267K Buy
2,425
+640
+36% +$73.6K 0.03% 417
2024
Q3 		$216K Buy
+1,785
New +$210K 0.02% 442
2023
Q1 		– Sell
-1,266
Closed -$201K – 611
2022
Q4 		$201K Buy
+1,266
New +$189K 0.02% 580
2019
Q2 		– Sell
-184
Closed -$21K – 875
2019
Q1 		$21K Buy
184
+44
+31% +$4.6K ﹤0.01% 542
2018
Q4 		$13K Buy
140
+123
+724% +$12.8K ﹤0.01% 574
2018
Q3 		$2K Buy
+17
New +$1.86K ﹤0.01% 432

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 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
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

Moody National Bank Trust Division's SJM Position: Q2 2026 in Review

Moody National Bank Trust Division increased its J.M. Smucker (SJM) stake by 5.6% in Q2 2026, buying an estimated $13.4K and bringing the position to 2,491 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #435.

Moody National Bank Trust Division first reported a position in SJM in Q3 2018 and has held it in 12 quarters since. The position peaked at $287K in Q1 2025. 276 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Moody National Bank Trust Division held 2,491 shares of J.M. Smucker worth $280K as of Q2 2026.
  • Moody National Bank Trust Division bought 132 J.M. Smucker shares in Q2 2026, an estimated $13.4K.
  • J.M. Smucker made up 0.02% of Moody National Bank Trust Division's portfolio in Q2 2026, its #435 holding.
  • Moody National Bank Trust Division first reported a position in J.M. Smucker in Q3 2018 and has held it in 12 quarters since.
  • Moody National Bank Trust Division's J.M. Smucker position peaked at $287K in Q1 2025.
  • 276 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.