Private Advisor Group’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 | $1.13M | Buy |
11,712
+1,753
| +18% | +$184K | 0.01% | 1342 |
|
|
2025
Q4 | $974K | Sell |
9,959
-589
| -6% | -$60.9K | ﹤0.01% | 1422 |
|
|
2025
Q3 | $1.15M | Sell |
10,548
-201
| -2% | -$21.8K | 0.01% | 1289 |
|
|
2025
Q2 | $1.06M | Sell |
10,749
-236
| -2% | -$25.9K | 0.01% | 1286 |
|
|
2025
Q1 | $1.3M | Sell |
10,985
-6,486
| -37% | -$700K | 0.01% | 1115 |
|
|
2024
Q4 | $1.92M | Buy |
17,471
+4,960
| +40% | +$571K | 0.01% | 904 |
|
|
2024
Q3 | $1.53M | Sell |
12,511
-932
| -7% | -$110K | 0.01% | 1016 |
|
|
2024
Q2 | $1.45M | Buy |
13,443
+2,598
| +24% | +$294K | 0.01% | 1004 |
|
|
2024
Q1 | $1.37M | Buy |
10,845
+572
| +6% | +$72.4K | 0.01% | 1003 |
|
|
2023
Q4 | $1.3M | Sell |
10,273
-2,881
| -22% | -$334K | 0.01% | 980 |
|
|
2023
Q3 | $1.62M | Sell |
13,154
-438
| -3% | -$62.2K | 0.01% | 800 |
|
|
2023
Q2 | $2.02M | Buy |
13,592
+41
| +0.3% | +$6.25K | 0.02% | 720 |
|
|
2023
Q1 | $2.13M | Sell |
13,551
-571
| -4% | -$86.7K | 0.02% | 649 |
|
|
2022
Q4 | $550K | Sell |
14,122
-520
| -4% | -$77.5K | 0.03% | 544 |
|
|
2022
Q3 | $2.01M | Sell |
14,642
-3,128
| -18% | -$426K | 0.02% | 619 |
|
|
2022
Q2 | $2.27M | Buy |
17,770
+281
| +2% | +$37.5K | 0.02% | 681 |
|
|
2022
Q1 | $2.37M | Buy |
17,489
+1,564
| +10% | +$213K | 0.02% | 736 |
|
|
2021
Q4 | $2.16M | Sell |
15,925
-3,823
| -19% | -$488K | 0.02% | 772 |
|
|
2021
Q3 | $2.37M | Buy |
19,748
+9,426
| +91% | +$1.2M | 0.02% | 817 |
|
|
2021
Q2 | $1.34M | Buy |
10,322
+1,816
| +21% | +$241K | 0.01% | 914 |
|
|
2021
Q1 | $1.08M | Buy |
8,506
+267
| +3% | +$31.5K | 0.01% | 970 |
|
|
2020
Q4 | $952K | Buy |
8,239
+3,061
| +59% | +$356K | 0.01% | 925 |
|
|
2020
Q3 | $598K | Buy |
5,178
+327
| +7% | +$36.5K | 0.01% | 985 |
|
|
2020
Q2 | $513K | Buy |
4,851
+319
| +7% | +$35.8K | 0.01% | 1009 |
|
|
2020
Q1 | $503K | Sell |
4,532
-72
| -2% | -$7.7K | 0.01% | 887 |
|
|
2019
Q4 | $479K | Sell |
4,604
-1,260
| -21% | -$133K | 0.01% | 1061 |
|
|
2019
Q3 | $636K | Buy |
5,864
+1,697
| +41% | +$189K | 0.01% | 973 |
|
|
2019
Q2 | $480K | Buy |
4,167
+133
| +3% | +$16.2K | 0.01% | 1064 |
|
|
2019
Q1 | $470K | Buy |
4,034
+496
| +14% | +$51.8K | 0.01% | 997 |
|
|
2018
Q4 | $331K | Buy |
3,538
+502
| +17% | +$52.4K | 0.01% | 988 |
|
|
2018
Q3 | $312K | Buy |
3,036
+772
| +34% | +$84.3K | 0.01% | 1206 |
|
|
2018
Q2 | $239K | Buy |
+2,264
| New | +$254K | ﹤0.01% | 1096 |
|
|
2018
Q1 | – | Sell |
-2,278
| Closed | -$288K | – | 1352 |
|
|
2017
Q4 | $288K | Sell |
2,278
-373
| -14% | -$41.4K | 0.01% | 898 |
|
|
2017
Q3 | $273K | Buy |
2,651
+88
| +3% | +$10.1K | 0.01% | 1196 |
|
|
2017
Q2 | $293K | Sell |
2,563
-11
| -0.4% | -$1.39K | 0.01% | 1081 |
|
|
2017
Q1 | $335K | Buy |
2,574
+461
| +22% | +$62.7K | 0.01% | 1023 |
|
|
2016
Q4 | $276K | Sell |
2,113
-297
| -12% | -$38.5K | 0.01% | 990 |
|
|
2016
Q3 | $321K | Sell |
2,410
-2,669
| -53% | -$392K | 0.01% | 801 |
|
|
2016
Q2 | $777K | Sell |
5,079
-31
| -0.6% | -$4.12K | 0.03% | 479 |
|
|
2016
Q1 | $647K | Buy |
5,110
+4
| +0.1% | +$504 | 0.03% | 484 |
|
|
2015
Q4 | $630K | Buy |
5,106
+1,358
| +36% | +$162K | 0.03% | 527 |
|
|
2015
Q3 | $428K | Buy |
3,748
+1,740
| +87% | +$194K | 0.02% | 624 |
|
|
2015
Q2 | $218K | Buy |
+2,008
| New | +$232K | 0.01% | 916 |
|
|
2014
Q4 | – | Sell |
-2,102
| Closed | -$208K | – | 1245 |
|
|
2014
Q3 | $208K | Buy |
2,102
+153
| +8% | +$15.7K | 0.01% | 835 |
|
|
2014
Q2 | $208K | Sell |
1,949
-6,024
| -76% | -$605K | 0.02% | 789 |
|
|
2014
Q1 | $775K | Buy |
+7,973
| New | +$775K | 0.08% | 300 |
|
Other funds holding SJM
VCM
VPM
Private Advisor Group's SJM Position: Q1 2026 in Review
Private Advisor Group increased its J.M. Smucker (SJM) stake by 18% in Q1 2026, buying an estimated $184K and bringing the position to 11,712 shares worth $1.13M. The position accounts for 0.01% of the portfolio, ranked #1342.
Private Advisor Group first reported a position in SJM in Q1 2014 and has held it in 46 quarters since. The position peaked at $2.37M in Q3 2021. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.
- Private Advisor Group held 11,712 shares of J.M. Smucker worth $1.13M as of Q1 2026.
- Private Advisor Group bought 1,753 J.M. Smucker shares in Q1 2026, an estimated $184K.
- J.M. Smucker made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1342 holding.
- Private Advisor Group first reported a position in J.M. Smucker in Q1 2014 and has held it in 46 quarters since.
- Private Advisor Group's J.M. Smucker position peaked at $2.37M in Q3 2021.
- 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.
Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.