OneDigital 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 | – | Sell |
-4,765
| Closed | -$466K | – | 1579 |
|
|
2025
Q4 | $466K | Buy |
4,765
+35
| +0.7% | +$3.62K | ﹤0.01% | 979 |
|
|
2025
Q3 | $514K | Sell |
4,730
-139
| -3% | -$15.1K | 0.01% | 919 |
|
|
2025
Q2 | $478K | Buy |
4,869
+60
| +1% | +$6.6K | 0.01% | 917 |
|
|
2025
Q1 | $569K | Buy |
4,809
+612
| +15% | +$66.1K | 0.01% | 810 |
|
|
2024
Q4 | $462K | Sell |
4,197
-244
| -5% | -$28.1K | 0.01% | 921 |
|
|
2024
Q3 | $538K | Buy |
4,441
+67
| +2% | +$7.89K | 0.01% | 908 |
|
|
2024
Q2 | $477K | Buy |
4,374
+24
| +0.6% | +$2.72K | 0.01% | 920 |
|
|
2024
Q1 | $548K | Buy |
4,350
+308
| +8% | +$39K | 0.01% | 714 |
|
|
2023
Q4 | $511K | Buy |
4,042
+579
| +17% | +$67.1K | 0.01% | 707 |
|
|
2023
Q3 | $426K | Sell |
3,463
-1,720
| -33% | -$244K | 0.01% | 697 |
|
|
2023
Q2 | $765K | Buy |
5,183
+49
| +1% | +$7.47K | 0.02% | 487 |
|
|
2023
Q1 | $808K | Sell |
5,134
-503
| -9% | -$76.4K | 0.02% | 449 |
|
|
2022
Q4 | $893K | Buy |
5,637
+2
| +0% | +$298 | 0.03% | 377 |
|
|
2022
Q3 | $774K | Sell |
5,635
-2
| -0% | -$273 | 0.03% | 352 |
|
|
2022
Q2 | $722K | Buy |
5,637
+14
| +0.2% | +$1.87K | 0.03% | 326 |
|
|
2022
Q1 | $761K | Sell |
5,623
-298
| -5% | -$40.6K | 0.03% | 337 |
|
|
2021
Q4 | $804K | Buy |
5,921
+4
| +0.1% | +$510 | 0.03% | 325 |
|
|
2021
Q3 | $710K | Buy |
5,917
+2
| +0% | +$254 | 0.03% | 333 |
|
|
2021
Q2 | $766K | Sell |
5,915
-11
| -0.2% | -$1.46K | 0.03% | 306 |
|
|
2021
Q1 | $750K | Buy |
5,926
+9
| +0.2% | +$1.06K | 0.04% | 298 |
|
|
2020
Q4 | $684K | Buy |
5,917
+6
| +0.1% | +$697 | 0.04% | 290 |
|
|
2020
Q3 | $683K | Sell |
5,911
-1,038
| -15% | -$116K | 0.05% | 250 |
|
|
2020
Q2 | $735K | Sell |
6,949
-114
| -2% | -$12.8K | 0.05% | 246 |
|
|
2020
Q1 | $784K | Sell |
7,063
-332
| -4% | -$35.5K | 0.07% | 223 |
|
|
2019
Q4 | $770K | Sell |
7,395
-289
| -4% | -$30.6K | 0.06% | 230 |
|
|
2019
Q3 | $845K | Sell |
7,684
-214
| -3% | -$23.9K | 0.08% | 191 |
|
|
2019
Q2 | $910K | Buy |
7,898
+7,683
| +3,573% | +$938K | 0.07% | 164 |
|
|
2019
Q1 | $25K | Buy |
215
+213
| +10,650% | +$22.3K | ﹤0.01% | 672 |
|
|
2018
Q4 | $0 | Sell |
2
-171
| -99% | -$17.9K | ﹤0.01% | 1264 |
|
|
2018
Q3 | $18K | Buy |
173
+26
| +18% | +$2.84K | ﹤0.01% | 699 |
|
|
2018
Q2 | $16K | Buy |
147
+145
| +7,250% | +$16.3K | ﹤0.01% | 899 |
|
|
2018
Q1 | $0 | Hold |
2
| – | – | ﹤0.01% | 1373 |
|
|
2017
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1273 |
|
|
2017
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1152 |
|
|
2017
Q2 | $0 | Buy |
+2
| New | +$253 | ﹤0.01% | 1236 |
|
Other funds holding SJM
OneDigital Investment Advisors's SJM Position: Q1 2026 in Review
OneDigital Investment Advisors sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 4,765 shares — an estimated $466K sold.
OneDigital Investment Advisors first reported a position in SJM in Q2 2017 and held it in 35 quarters. The position peaked at $910K in Q2 2019. 818 funds tracked by Wall St. Rank hold SJM as of Q1 2026.
- OneDigital Investment Advisors reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
- OneDigital Investment Advisors sold 4,765 J.M. Smucker shares in Q1 2026, an estimated $466K.
- OneDigital Investment Advisors first reported a position in J.M. Smucker in Q2 2017 and held it in 35 quarters.
- OneDigital Investment Advisors's J.M. Smucker position peaked at $910K in Q2 2019.
- 818 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.
Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.