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Physician Wealth Advisors’s J&J Snack Foods JJSF Stock Holding History

Physician Wealth Advisors’s Portfolio JJSF Stock Details JJSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20
Closed -$1.81K – 2162
2025
Q4 		$1.81K Hold
20
– – ﹤0.01% 1335
2025
Q3 		$1.92K Sell
20
-3
-13% -$332 ﹤0.01% 1246
2025
Q2 		$2.61K Buy
23
+17
+283% +$2.07K ﹤0.01% 961
2025
Q1 		$791 Buy
+6
New +$806 ﹤0.01% 1235

Other funds holding JJSF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Physician Wealth Advisors's JJSF Position: Q1 2026 in Review

Physician Wealth Advisors sold out of J&J Snack Foods (JJSF) in Q1 2026, closing a stake of 20 shares — an estimated $1.81K sold.

Physician Wealth Advisors first reported a position in JJSF in Q1 2025 and held it in 4 quarters. The position peaked at $2.61K in Q2 2025. 246 funds tracked by Wall St. Rank hold JJSF as of Q1 2026.

  • Physician Wealth Advisors reported no remaining J&J Snack Foods position as of Q1 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 20 J&J Snack Foods shares in Q1 2026, an estimated $1.81K.
  • Physician Wealth Advisors first reported a position in J&J Snack Foods in Q1 2025 and held it in 4 quarters.
  • Physician Wealth Advisors's J&J Snack Foods position peaked at $2.61K in Q2 2025.
  • 246 funds tracked by Wall St. Rank held J&J Snack Foods as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.