Nisa Investment Advisors’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
Q1 | $537K | Buy |
5,570
+802
| +17% | +$84K | ﹤0.01% | 945 |
|
|
2025
Q4 | $466K | Buy |
4,768
+52
| +1% | +$5.38K | ﹤0.01% | 1020 |
|
|
2025
Q3 | $512K | Buy |
4,716
+358
| +8% | +$38.9K | ﹤0.01% | 1012 |
|
|
2025
Q2 | $428K | Buy |
4,358
+429
| +11% | +$47.2K | ﹤0.01% | 1032 |
|
|
2025
Q1 | $465K | Sell |
3,929
-7,536
| -66% | -$814K | ﹤0.01% | 1027 |
|
|
2024
Q4 | $1.26M | Buy |
11,465
+5,395
| +89% | +$621K | ﹤0.01% | 812 |
|
|
2024
Q3 | $735K | Buy |
6,070
+134
| +2% | +$15.8K | ﹤0.01% | 935 |
|
|
2024
Q2 | $647K | Sell |
5,936
-1,951
| -25% | -$221K | ﹤0.01% | 1001 |
|
|
2024
Q1 | $993K | Buy |
7,887
+2,005
| +34% | +$254K | 0.01% | 882 |
|
|
2023
Q4 | $743K | Sell |
5,882
-1,792
| -23% | -$208K | 0.01% | 935 |
|
|
2023
Q3 | $943K | Buy |
7,674
+1,120
| +17% | +$159K | 0.01% | 884 |
|
|
2023
Q2 | $968K | Hold |
6,554
| – | – | 0.01% | 885 |
|
|
2023
Q1 | $1.03M | Sell |
6,554
-6,954
| -51% | -$1.06M | 0.01% | 852 |
|
|
2022
Q4 | $2.14M | Sell |
13,508
-1,437
| -10% | -$214K | 0.02% | 719 |
|
|
2022
Q3 | $2.07M | Buy |
14,945
+6,727
| +82% | +$917K | 0.02% | 622 |
|
|
2022
Q2 | $1.05M | Buy |
8,218
+600
| +8% | +$80K | 0.01% | 809 |
|
|
2022
Q1 | $1.03M | Sell |
7,618
-3,600
| -32% | -$491K | 0.01% | 850 |
|
|
2021
Q4 | $1.58M | Sell |
11,218
-462
| -4% | -$58.9K | 0.01% | 708 |
|
|
2021
Q3 | $1.4K | Sell |
11,680
-5,800
| -33% | -$737K | 0.01% | 810 |
|
|
2021
Q2 | $2.27K | Sell |
17,480
-9,005
| -34% | -$1.2M | 0.01% | 683 |
|
|
2021
Q1 | $3.35K | Buy |
26,485
+600
| +2% | +$70.8K | 0.02% | 566 |
|
|
2020
Q4 | $2.99M | Sell |
25,885
-2,520
| -9% | -$293K | 0.02% | 574 |
|
|
2020
Q3 | $3.28M | Buy |
28,405
+450
| +2% | +$50.2K | 0.03% | 472 |
|
|
2020
Q2 | $2.96M | Buy |
27,955
+700
| +3% | +$78.7K | 0.03% | 481 |
|
|
2020
Q1 | $3.02M | Buy |
27,255
+10,670
| +64% | +$1.14M | 0.03% | 415 |
|
|
2019
Q4 | $1.73M | Sell |
16,585
-2,861
| -15% | -$303K | 0.01% | 690 |
|
|
2019
Q3 | $2.14M | Buy |
19,446
+985
| +5% | +$110K | 0.02% | 613 |
|
|
2019
Q2 | $2.13M | Buy |
18,461
+2,165
| +13% | +$264K | 0.02% | 615 |
|
|
2019
Q1 | $1.9M | Sell |
16,296
-4,800
| -23% | -$502K | 0.02% | 635 |
|
|
2018
Q4 | $1.97M | Sell |
21,096
-9,379
| -31% | -$979K | 0.02% | 574 |
|
|
2018
Q3 | $3.13M | Buy |
30,475
+13,879
| +84% | +$1.52M | 0.03% | 504 |
|
|
2018
Q2 | $1.78M | Sell |
16,596
-3,600
| -18% | -$404K | 0.02% | 637 |
|
|
2018
Q1 | $2.5M | Sell |
20,196
-1,500
| -7% | -$187K | 0.03% | 538 |
|
|
2017
Q4 | $2.7M | Buy |
21,696
+4,800
| +28% | +$533K | 0.03% | 517 |
|
|
2017
Q3 | $1.77M | Sell |
16,896
-2,900
| -15% | -$331K | 0.02% | 613 |
|
|
2017
Q2 | $2.34M | Buy |
19,796
+2,300
| +13% | +$291K | 0.03% | 547 |
|
|
2017
Q1 | $2.29M | Buy |
17,496
+455
| +3% | +$61.8K | 0.03% | 566 |
|
|
2016
Q4 | $2.18M | Sell |
17,041
-700
| -4% | -$90.7K | 0.03% | 584 |
|
|
2016
Q3 | $2.4M | Buy |
17,741
+650
| +4% | +$95.4K | 0.03% | 510 |
|
|
2016
Q2 | $2.6M | Sell |
17,091
-100
| -0.6% | -$13.3K | 0.04% | 473 |
|
|
2016
Q1 | $2.23M | Hold |
17,191
| – | – | 0.03% | 504 |
|
|
2015
Q4 | $2.12M | Buy |
17,191
+200
| +1% | +$23.8K | 0.03% | 518 |
|
|
2015
Q3 | $1.94M | Hold |
16,991
| – | – | 0.03% | 542 |
|
|
2015
Q2 | $1.84M | Sell |
16,991
-100
| -0.6% | -$11.6K | 0.03% | 596 |
|
|
2015
Q1 | $1.98M | Sell |
17,091
-5,700
| -25% | -$625K | 0.03% | 587 |
|
|
2014
Q4 | $2.3M | Sell |
22,791
-750
| -3% | -$76K | 0.03% | 537 |
|
|
2014
Q3 | $2.33M | Buy |
23,541
+950
| +4% | +$97.5K | 0.03% | 512 |
|
|
2014
Q2 | $2.41M | Hold |
22,591
| – | – | 0.03% | 512 |
|
|
2014
Q1 | $2.2M | Buy |
22,591
+15,050
| +200% | +$1.46M | 0.03% | 528 |
|
|
2013
Q4 | $781K | Hold |
7,541
| – | – | 0.01% | 882 |
|
|
2013
Q3 | $792K | Hold |
7,541
| – | – | 0.01% | 863 |
|
|
2013
Q2 | $778K | Buy |
+7,541
| New | +$768K | 0.01% | 849 |
|
Other funds holding SJM
VCM
VPM
Nisa Investment Advisors's SJM Position: Q1 2026 in Review
Nisa Investment Advisors increased its J.M. Smucker (SJM) stake by 17% in Q1 2026, buying an estimated $84K and bringing the position to 5,570 shares worth $537K. The position accounts for ﹤0.01% of the portfolio, ranked #945.
Nisa Investment Advisors first reported a position in SJM in Q2 2013 and has held it in 52 quarters since. The position peaked at $3.28M in Q3 2020. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.
- Nisa Investment Advisors held 5,570 shares of J.M. Smucker worth $537K as of Q1 2026.
- Nisa Investment Advisors bought 802 J.M. Smucker shares in Q1 2026, an estimated $84K.
- J.M. Smucker made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #945 holding.
- Nisa Investment Advisors first reported a position in J.M. Smucker in Q2 2013 and has held it in 52 quarters since.
- Nisa Investment Advisors's J.M. Smucker position peaked at $3.28M in Q3 2020.
- 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.
Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.