N.E.W. Advisory Services’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$30.6K Hold
272
﹤0.01% 459
2026
Q1
$26.3K Buy
272
+4
+1% +$419 ﹤0.01% 461
2025
Q4
$26.2K Buy
268
+14
+6% +$1.45K ﹤0.01% 447
2025
Q3
$27.6K Hold
254
﹤0.01% 403
2025
Q2
$25K Hold
254
﹤0.01% 420
2025
Q1
$30.1K Buy
+254
New +$27.4K ﹤0.01% 435

Other funds holding SJM

N.E.W. Advisory Services's SJM Position: Q2 2026 in Review

N.E.W. Advisory Services held its J.M. Smucker (SJM) position steady in Q2 2026 at 272 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

N.E.W. Advisory Services first reported a position in SJM in Q1 2025 and has held it in 6 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • N.E.W. Advisory Services held 272 shares of J.M. Smucker worth $30.6K as of Q2 2026.
  • N.E.W. Advisory Services left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #459 holding.
  • N.E.W. Advisory Services first reported a position in J.M. Smucker in Q1 2025 and has held it in 6 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.