New England Capital Financial Advisors’s J.M. Smucker SJM Stock Holding History

New England Capital Financial Advisors’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	$13.6K	Buy	121 +1	+0.8%	+$102	﹤0.01%	239
2026 Q1	$11.5K	Buy	120 +1	+0.8%	+$105	﹤0.01%	245
2025 Q4	$11.6K	Buy	119 +1	+0.8%	+$103	﹤0.01%	246
2025 Q3	$12.8K	Buy	118 +2	+2%	+$217	0.01%	231
2025 Q2	$11.4K	Buy	116 +1	+0.9%	+$110	0.01%	232
2025 Q1	$13.7K	Buy	115 +1	+0.9%	+$108	0.01%	207
2024 Q4	$12.6K	Buy	114 +1	+0.9%	+$115	0.01%	217
2024 Q3	$13.7K	Buy	113 +1	+0.9%	+$118	0.01%	208
2024 Q2	$12.2K	Buy	112 +1	+0.9%	+$113	0.01%	214
2024 Q1	$14K	Sell	111 -14	-11%	-$1.77K	0.01%	205
2023 Q4	$15.8K	Buy	125 +16	+15%	+$1.85K	0.01%	196
2023 Q3	$13.4K	Buy	109 +1	+0.9%	+$142	0.01%	209
2023 Q2	$16K	Buy	108 +1	+0.9%	+$153	0.01%	186
2023 Q1	$16.9K	Hold	107	–	–	0.01%	194
2022 Q4	$15.9K	Buy	+107	New	+$15.9K	0.01%	209

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

New England Capital Financial Advisors's SJM Position: Q2 2026 in Review

New England Capital Financial Advisors increased its J.M. Smucker (SJM) stake by 0.83% in Q2 2026, buying an estimated $102 and bringing the position to 121 shares worth $13.6K. The position accounts for ﹤0.01% of the portfolio, ranked #239.

New England Capital Financial Advisors first reported a position in SJM in Q4 2022 and has held it in 15 quarters since. The position peaked at $16.9K in Q1 2023. 635 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

New England Capital Financial Advisors held 121 shares of J.M. Smucker worth $13.6K as of Q2 2026.
New England Capital Financial Advisors bought 1 J.M. Smucker share in Q2 2026, an estimated $102.
J.M. Smucker made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #239 holding.
New England Capital Financial Advisors first reported a position in J.M. Smucker in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's J.M. Smucker position peaked at $16.9K in Q1 2023.
635 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.