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NBC Securities’s J.M. Smucker SJM Stock Holding History

NBC Securities’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 		$130K Sell
1,154
-35
-3% -$3.56K 0.01% 993
2026
Q1 		$115K Buy
1,189
+991
+501% +$104K 0.01% 1035
2025
Q4 		$19.4K Buy
198
+2
+1% +$207 ﹤0.01% 1788
2025
Q3 		$21.3K Buy
196
+2
+1% +$217 ﹤0.01% 1715
2025
Q2 		$19K Buy
194
+2
+1% +$220 ﹤0.01% 1740
2025
Q1 		$22K Buy
+192
New +$20.7K ﹤0.01% 1455
2024
Q4 		– Sell
-189
Closed -$22K – 1936
2024
Q3 		$22K Buy
189
+2
+1% +$236 ﹤0.01% 1470
2024
Q2 		$20K Sell
187
-1
-0.5% -$113 ﹤0.01% 1459
2024
Q1 		$23K Buy
188
+2
+1% +$253 ﹤0.01% 1410
2023
Q4 		$23K Buy
186
+1
+0.5% +$116 ﹤0.01% 1422
2023
Q3 		$22K Buy
+185
New +$26.3K ﹤0.01% 1414

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NBC Securities's SJM Position: Q2 2026 in Review

NBC Securities reduced its J.M. Smucker (SJM) stake by 2.9% in Q2 2026, selling an estimated $3.56K and leaving 1,154 shares worth $130K. The position accounts for 0.01% of the portfolio, ranked #993.

NBC Securities first reported a position in SJM in Q3 2023 and has held it in 11 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • NBC Securities held 1,154 shares of J.M. Smucker worth $130K as of Q2 2026.
  • NBC Securities sold 35 J.M. Smucker shares in Q2 2026, an estimated $3.56K.
  • J.M. Smucker made up 0.01% of NBC Securities's portfolio in Q2 2026, its #993 holding.
  • NBC Securities first reported a position in J.M. Smucker in Q3 2023 and has held it in 11 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.