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Private Wealth Management Group’s J&J Snack Foods JJSF Stock Holding History

Private Wealth Management Group’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 		$2.77K Sell
35
-13
-27% -$1.13K ﹤0.01% 974
2025
Q4 		$4.34K Buy
48
+39
+433% +$3.54K ﹤0.01% 830
2025
Q3 		$865 Sell
9
-19
-68% -$2.11K ﹤0.01% 1317
2025
Q2 		$3.18K Sell
28
-14
-33% -$1.7K ﹤0.01% 938
2025
Q1 		$5.53K Buy
42
+35
+500% +$4.7K ﹤0.01% 683
2024
Q4 		$1.09K Hold
7
– – ﹤0.01% 1278
2024
Q3 		$1.21K Hold
7
– – ﹤0.01% 1223
2024
Q2 		$1.14K Buy
+7
New +$1.07K ﹤0.01% 1234

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

Private Wealth Management Group's JJSF Position: Q1 2026 in Review

Private Wealth Management Group reduced its J&J Snack Foods (JJSF) stake by 27% in Q1 2026, selling an estimated $1.13K and leaving 35 shares worth $2.77K. The position accounts for ﹤0.01% of the portfolio, ranked #974.

Private Wealth Management Group first reported a position in JJSF in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.53K in Q1 2025. 246 funds tracked by Wall St. Rank hold JJSF as of Q1 2026.

  • Private Wealth Management Group held 35 shares of J&J Snack Foods worth $2.77K as of Q1 2026.
  • Private Wealth Management Group sold 13 J&J Snack Foods shares in Q1 2026, an estimated $1.13K.
  • J&J Snack Foods made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #974 holding.
  • Private Wealth Management Group first reported a position in J&J Snack Foods in Q2 2024 and has held it in 8 quarters since.
  • Private Wealth Management Group's J&J Snack Foods position peaked at $5.53K in Q1 2025.
  • 246 funds tracked by Wall St. Rank held J&J Snack Foods as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.