Plante Moran Financial 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
Q2 | – | Sell |
-132
| Closed | -$12.7K | – | 1641 |
|
|
2026
Q1 | $12.7K | Buy |
+132
| New | +$13.8K | ﹤0.01% | 495 |
|
|
2025
Q2 | – | Sell |
-151
| Closed | -$17.9K | – | 844 |
|
|
2025
Q1 | $17.9K | Hold |
151
| – | – | ﹤0.01% | 495 |
|
|
2024
Q4 | $16.6K | Hold |
151
| – | – | ﹤0.01% | 517 |
|
|
2024
Q3 | $18.3K | Sell |
151
-26
| -15% | -$3.06K | ﹤0.01% | 539 |
|
|
2024
Q2 | $19.3K | Buy |
177
+26
| +17% | +$2.94K | ﹤0.01% | 490 |
|
|
2024
Q1 | $19K | Hold |
151
| – | – | ﹤0.01% | 515 |
|
|
2023
Q4 | $19.1K | Sell |
151
-290
| -66% | -$33.6K | ﹤0.01% | 461 |
|
|
2023
Q3 | $54.2K | Buy |
441
+265
| +151% | +$37.6K | 0.01% | 283 |
|
|
2023
Q2 | $26K | Hold |
176
| – | – | ﹤0.01% | 395 |
|
|
2023
Q1 | $27.7K | Hold |
176
| – | – | ﹤0.01% | 385 |
|
|
2022
Q4 | $27.9K | Hold |
176
| – | – | ﹤0.01% | 400 |
|
|
2022
Q3 | $24K | Hold |
176
| – | – | ﹤0.01% | 423 |
|
|
2022
Q2 | $23K | Hold |
176
| – | – | ﹤0.01% | 441 |
|
|
2022
Q1 | $24K | Sell |
176
-14
| -7% | -$1.91K | ﹤0.01% | 462 |
|
|
2021
Q4 | $26K | Sell |
190
-73
| -28% | -$9.31K | ﹤0.01% | 499 |
|
|
2021
Q3 | $32K | Buy |
+263
| New | +$33.4K | 0.01% | 461 |
|
|
2019
Q4 | – | Sell |
-283
| Closed | -$31K | – | 884 |
|
|
2019
Q3 | $31K | Hold |
283
| – | – | 0.01% | 416 |
|
|
2019
Q2 | $33K | Hold |
283
| – | – | 0.01% | 411 |
|
|
2019
Q1 | $33K | Sell |
283
-3
| -1% | -$314 | 0.01% | 404 |
|
|
2018
Q4 | $27K | Buy |
286
+3
| +1% | +$313 | 0.01% | 397 |
|
|
2018
Q3 | $29K | Sell |
283
-2
| -0.7% | -$218 | 0.01% | 389 |
|
|
2018
Q2 | $31K | Sell |
285
-47
| -14% | -$5.28K | 0.02% | 417 |
|
|
2018
Q1 | $41K | Hold |
332
| – | – | 0.02% | 386 |
|
|
2017
Q4 | $41K | Hold |
332
| – | – | 0.02% | 383 |
|
|
2017
Q3 | $35K | Hold |
332
| – | – | 0.02% | 379 |
|
|
2017
Q2 | $39K | Sell |
332
-1
| -0.3% | -$126 | 0.02% | 365 |
|
|
2017
Q1 | $44K | Sell |
333
-156
| -32% | -$21.2K | 0.03% | 345 |
|
|
2016
Q4 | $63K | Buy |
489
+58
| +13% | +$7.52K | 0.04% | 284 |
|
|
2016
Q3 | $58K | Hold |
431
| – | – | 0.04% | 285 |
|
|
2016
Q2 | $66K | Buy |
431
+1
| +0.2% | +$133 | 0.05% | 248 |
|
|
2016
Q1 | $56K | Hold |
430
| – | – | 0.04% | 248 |
|
|
2015
Q4 | $53K | Hold |
430
| – | – | 0.04% | 266 |
|
|
2015
Q3 | $49K | Buy |
430
+76
| +21% | +$8.47K | 0.04% | 261 |
|
|
2015
Q2 | $38K | Hold |
354
| – | – | 0.03% | 332 |
|
|
2015
Q1 | $41K | Buy |
354
+22
| +7% | +$2.41K | 0.03% | 310 |
|
|
2014
Q4 | $34K | Hold |
332
| – | – | 0.03% | 332 |
|
|
2014
Q3 | $33K | Sell |
332
-23
| -6% | -$2.36K | 0.03% | 320 |
|
|
2014
Q2 | $38K | Buy |
355
+49
| +16% | +$4.92K | 0.03% | 274 |
|
|
2014
Q1 | $30K | Hold |
306
| – | – | 0.03% | 209 |
|
|
2013
Q4 | $32K | Hold |
306
| – | – | 0.02% | 291 |
|
|
2013
Q3 | $32K | Hold |
306
| – | – | 0.02% | 238 |
|
|
2013
Q2 | $32K | Buy |
+306
| New | +$31.2K | 0.02% | 207 |
|
Other funds holding SJM
Plante Moran Financial Advisors's SJM Position: Q2 2026 in Review
Plante Moran Financial Advisors sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 132 shares — an estimated $12.7K sold.
Plante Moran Financial Advisors first reported a position in SJM in Q2 2013 and held it in 42 quarters. The position peaked at $66K in Q2 2016. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Plante Moran Financial Advisors reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
- Plante Moran Financial Advisors sold 132 J.M. Smucker shares in Q2 2026, an estimated $12.7K.
- Plante Moran Financial Advisors first reported a position in J.M. Smucker in Q2 2013 and held it in 42 quarters.
- Plante Moran Financial Advisors's J.M. Smucker position peaked at $66K in Q2 2016.
- 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.