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Resonant Capital Advisors’s J.M. Smucker SJM Stock Holding History

Resonant Capital Advisors’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,216
Closed -$217K – 518
2025
Q4 		$217K Sell
2,216
-449
-17% -$46.4K 0.01% 412
2025
Q3 		$289K Sell
2,665
-12,088
-82% -$1.31M 0.02% 336
2025
Q2 		$1.45M Buy
14,753
+432
+3% +$47.5K 0.09% 132
2025
Q1 		$1.7M Buy
14,321
+952
+7% +$103K 0.12% 117
2024
Q4 		$1.47M Buy
13,369
+200
+2% +$23K 0.11% 124
2024
Q3 		$1.59M Sell
13,169
-1,524
-10% -$180K 0.12% 120
2024
Q2 		$1.6M Buy
14,693
+365
+3% +$41.3K 0.13% 117
2024
Q1 		$1.8M Buy
14,328
+93
+0.7% +$11.8K 0.15% 116
2023
Q4 		$1.8M Sell
14,235
-575
-4% -$66.6K 0.17% 112
2023
Q3 		$1.82M Buy
14,810
+28
+0.2% +$3.98K 0.19% 97
2023
Q2 		$2.18M Sell
14,782
-87
-0.6% -$13.3K 0.24% 91
2023
Q1 		$2.34M Buy
14,869
+5
+0% +$759 0.27% 88
2022
Q4 		$2.36M Buy
14,864
+53
+0.4% +$7.89K 0.29% 85
2022
Q3 		$2.04M Sell
14,811
-139
-0.9% -$18.9K 0.31% 81
2022
Q2 		$1.91M Sell
14,950
-32
-0.2% -$4.27K 0.3% 83
2022
Q1 		$2.06M Buy
14,982
+473
+3% +$64.5K 0.31% 75
2021
Q4 		$1.97M Buy
14,509
+1,275
+10% +$163K 0.3% 71
2021
Q3 		$1.59M Buy
13,234
+1,378
+12% +$175K 0.28% 76
2021
Q2 		$1.54M Buy
11,856
+84
+0.7% +$11.2K 0.3% 73
2021
Q1 		$1.49M Buy
11,772
+539
+5% +$63.6K 0.31% 73
2020
Q4 		$1.3M Buy
11,233
+901
+9% +$105K 0.31% 73
2020
Q3 		$1.19M Buy
10,332
+366
+4% +$40.8K 0.34% 69
2020
Q2 		$1.05M Sell
9,966
-2,581
-21% -$290K 0.31% 70
2020
Q1 		$1.39M Buy
12,547
+466
+4% +$49.8K 0.51% 63
2019
Q4 		$1.26M Buy
+12,081
New +$1.28M 0.4% 79

Other funds holding SJM

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Resonant Capital Advisors's SJM Position: Q1 2026 in Review

Resonant Capital Advisors sold out of J.M. Smucker (SJM) in Q1 2026, closing a stake of 2,216 shares — an estimated $217K sold.

Resonant Capital Advisors first reported a position in SJM in Q4 2019 and held it in 25 quarters. The position peaked at $2.36M in Q4 2022. 820 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Resonant Capital Advisors reported no remaining J.M. Smucker position as of Q1 2026 after selling out during the quarter.
  • Resonant Capital Advisors sold 2,216 J.M. Smucker shares in Q1 2026, an estimated $217K.
  • Resonant Capital Advisors first reported a position in J.M. Smucker in Q4 2019 and held it in 25 quarters.
  • Resonant Capital Advisors's J.M. Smucker position peaked at $2.36M in Q4 2022.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Resonant Capital Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.