Sequoia 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 | $1.01M | Sell |
9,010
-416
| -4% | -$42.4K | 0.01% | 936 |
|
|
2026
Q1 | $909K | Sell |
9,426
-4,928
| -34% | -$516K | 0.01% | 936 |
|
|
2025
Q4 | $1.4M | Buy |
14,354
+875
| +6% | +$90.5K | 0.01% | 726 |
|
|
2025
Q3 | $1.46M | Sell |
13,479
-1,933
| -13% | -$210K | 0.01% | 630 |
|
|
2025
Q2 | $1.51M | Buy |
15,412
+993
| +7% | +$109K | 0.01% | 550 |
|
|
2025
Q1 | $1.71M | Sell |
14,419
-1,561
| -10% | -$169K | 0.01% | 472 |
|
|
2024
Q4 | $1.76M | Buy |
15,980
+80
| +0.5% | +$9.2K | 0.02% | 437 |
|
|
2024
Q3 | $1.93M | Buy |
15,900
+420
| +3% | +$49.5K | 0.02% | 385 |
|
|
2024
Q2 | $1.69M | Sell |
15,480
-4,940
| -24% | -$559K | 0.02% | 370 |
|
|
2024
Q1 | $2.57M | Buy |
20,420
+2,430
| +14% | +$308K | 0.03% | 287 |
|
|
2023
Q4 | $2.27M | Sell |
17,990
-4,107
| -19% | -$476K | 0.03% | 333 |
|
|
2023
Q3 | $2.72M | Sell |
22,097
-41,114
| -65% | -$5.84M | 0.05% | 199 |
|
|
2023
Q2 | $9.33M | Buy |
63,211
+2,202
| +4% | +$336K | 0.16% | 110 |
|
|
2023
Q1 | $9.6M | Sell |
61,009
-3,181
| -5% | -$483K | 0.21% | 92 |
|
|
2022
Q4 | $10.2M | Buy |
64,190
+59,526
| +1,276% | +$8.87M | 0.25% | 81 |
|
|
2022
Q3 | $641K | Sell |
4,664
-1,067
| -19% | -$145K | 0.02% | 257 |
|
|
2022
Q2 | $734K | Sell |
5,731
-849,962
| -99% | -$113M | 0.02% | 265 |
|
|
2022
Q1 | $116M | Sell |
855,693
-168,354
| -16% | -$22.9M | 2.9% | 5 |
|
|
2021
Q4 | $139M | Buy |
1,024,047
+1,012,751
| +8,966% | +$129M | 3.79% | 5 |
|
|
2021
Q3 | $1.36M | Buy |
11,296
+4,847
| +75% | +$616K | 0.14% | 91 |
|
|
2021
Q2 | $836K | Sell |
6,449
-776
| -11% | -$103K | 0.03% | 220 |
|
|
2021
Q1 | $914K | Sell |
7,225
-2,370
| -25% | -$280K | 0.04% | 198 |
|
|
2020
Q4 | $1.11M | Buy |
9,595
+23
| +0.2% | +$2.67K | 0.05% | 179 |
|
|
2020
Q3 | $1.11M | Buy |
9,572
+395
| +4% | +$44K | 0.06% | 156 |
|
|
2020
Q2 | $971K | Sell |
9,177
-46
| -0.5% | -$5.17K | 0.06% | 153 |
|
|
2020
Q1 | $1.02M | Sell |
9,223
-8,437
| -48% | -$902K | 0.08% | 118 |
|
|
2019
Q4 | $1.84M | Buy |
17,660
+1,678
| +10% | +$178K | 0.12% | 103 |
|
|
2019
Q3 | $1.76M | Sell |
15,982
-812
| -5% | -$90.5K | 0.13% | 94 |
|
|
2019
Q2 | $1.93M | Buy |
16,794
+1,218
| +8% | +$149K | 0.14% | 86 |
|
|
2019
Q1 | $1.81M | Sell |
15,576
-1,882
| -11% | -$197K | 0.15% | 86 |
|
|
2018
Q4 | $1.63M | Buy |
17,458
+1,651
| +10% | +$172K | 0.19% | 78 |
|
|
2018
Q3 | $1.62M | Sell |
15,807
-6,093
| -28% | -$665K | 0.16% | 88 |
|
|
2018
Q2 | $2.35M | Buy |
21,900
+6,414
| +41% | +$720K | 0.25% | 69 |
|
|
2018
Q1 | $1.92M | Buy |
15,486
+91
| +0.6% | +$11.4K | 0.2% | 78 |
|
|
2017
Q4 | $1.91M | Buy |
15,395
+446
| +3% | +$49.6K | 0.2% | 81 |
|
|
2017
Q3 | $1.57M | Buy |
14,949
+383
| +3% | +$43.7K | 0.19% | 84 |
|
|
2017
Q2 | $1.72M | Buy |
14,566
+2,180
| +18% | +$275K | 0.21% | 84 |
|
|
2017
Q1 | $1.62M | Sell |
12,386
-177
| -1% | -$24.1K | 0.21% | 82 |
|
|
2016
Q4 | $1.61M | Sell |
12,563
-1,016
| -7% | -$132K | 0.23% | 74 |
|
|
2016
Q3 | $1.84M | Buy |
13,579
+3,364
| +33% | +$494K | 0.34% | 51 |
|
|
2016
Q2 | $1.56M | Buy |
10,215
+54
| +0.5% | +$7.18K | 0.44% | 55 |
|
|
2016
Q1 | $1.32M | Sell |
10,161
-3,123
| -24% | -$394K | 0.43% | 51 |
|
|
2015
Q4 | $1.64M | Sell |
13,284
-7,476
| -36% | -$891K | 0.66% | 36 |
|
|
2015
Q3 | $2.37M | Buy |
20,760
+10,203
| +97% | +$1.14M | 1.03% | 22 |
|
|
2015
Q2 | $1.14M | Buy |
10,557
+417
| +4% | +$48.3K | 0.48% | 47 |
|
|
2015
Q1 | $1.17M | Sell |
10,140
-7,621
| -43% | -$835K | 0.54% | 43 |
|
|
2014
Q4 | $1.79M | Buy |
17,761
+5,221
| +42% | +$529K | 1.23% | 19 |
|
|
2014
Q3 | $1.24M | Buy |
12,540
+206
| +2% | +$21.1K | 0.86% | 27 |
|
|
2014
Q2 | $1.31M | Buy |
12,334
+6
| +0% | +$602 | 1% | 22 |
|
|
2014
Q1 | $1.2M | Buy |
12,328
+5,510
| +81% | +$536K | 1% | 19 |
|
|
2013
Q4 | $706K | Buy |
+6,818
| New | +$723K | 0.58% | 42 |
|
Other funds holding SJM
Sequoia Financial Advisors's SJM Position: Q2 2026 in Review
Sequoia Financial Advisors reduced its J.M. Smucker (SJM) stake by 4.4% in Q2 2026, selling an estimated $42.4K and leaving 9,010 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #936.
Sequoia Financial Advisors first reported a position in SJM in Q4 2013 and has held it in 51 quarters since. The position peaked at $139M in Q4 2021. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Sequoia Financial Advisors held 9,010 shares of J.M. Smucker worth $1.01M as of Q2 2026.
- Sequoia Financial Advisors sold 416 J.M. Smucker shares in Q2 2026, an estimated $42.4K.
- J.M. Smucker made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #936 holding.
- Sequoia Financial Advisors first reported a position in J.M. Smucker in Q4 2013 and has held it in 51 quarters since.
- Sequoia Financial Advisors's J.M. Smucker position peaked at $139M in Q4 2021.
- 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.