Sigma Planning Corp’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 | $460K | Buy |
4,770
+1,404
| +42% | +$147K | 0.01% | 870 |
|
|
2025
Q4 | $329K | Buy |
3,366
+329
| +11% | +$34K | 0.01% | 979 |
|
|
2025
Q3 | $330K | Sell |
3,037
-823
| -21% | -$89.4K | 0.01% | 996 |
|
|
2025
Q2 | $379K | Buy |
3,860
+289
| +8% | +$31.8K | 0.01% | 898 |
|
|
2025
Q1 | $423K | Buy |
3,571
+738
| +26% | +$79.7K | 0.01% | 801 |
|
|
2024
Q4 | $312K | Sell |
2,833
-1,282
| -31% | -$147K | 0.01% | 910 |
|
|
2024
Q3 | $498K | Buy |
4,115
+201
| +5% | +$23.7K | 0.02% | 750 |
|
|
2024
Q2 | $427K | Sell |
3,914
-2,750
| -41% | -$311K | 0.01% | 794 |
|
|
2024
Q1 | $839K | Buy |
6,664
+2,668
| +67% | +$338K | 0.03% | 555 |
|
|
2023
Q4 | $505K | Sell |
3,996
-3,073
| -43% | -$356K | 0.04% | 455 |
|
|
2023
Q3 | $869K | Sell |
7,069
-57
| -0.8% | -$8.1K | 0.03% | 508 |
|
|
2023
Q2 | $1.05M | Sell |
7,126
-63
| -0.9% | -$9.61K | 0.04% | 435 |
|
|
2023
Q1 | $1.13M | Sell |
7,189
-14
| -0.2% | -$2.13K | 0.04% | 455 |
|
|
2022
Q4 | $1.14M | Buy |
7,203
+66
| +0.9% | +$9.83K | 0.04% | 435 |
|
|
2022
Q3 | $981K | Buy |
7,137
+43
| +0.6% | +$5.86K | 0.04% | 471 |
|
|
2022
Q2 | $908K | Sell |
7,094
-483
| -6% | -$64.4K | 0.03% | 503 |
|
|
2022
Q1 | $1.03M | Buy |
7,577
+1,119
| +17% | +$153K | 0.03% | 528 |
|
|
2021
Q4 | $877K | Buy |
6,458
+11
| +0.2% | +$1.4K | 0.02% | 604 |
|
|
2021
Q3 | $774K | Buy |
6,447
+53
| +0.8% | +$6.74K | 0.02% | 638 |
|
|
2021
Q2 | $829K | Buy |
6,394
+49
| +0.8% | +$6.51K | 0.02% | 624 |
|
|
2021
Q1 | $803K | Buy |
6,345
+585
| +10% | +$69.1K | 0.03% | 585 |
|
|
2020
Q4 | $666K | Buy |
5,760
+59
| +1% | +$6.86K | 0.02% | 576 |
|
|
2020
Q3 | $659K | Buy |
5,701
+462
| +9% | +$51.5K | 0.03% | 517 |
|
|
2020
Q2 | $554K | Buy |
5,239
+1,334
| +34% | +$150K | 0.02% | 560 |
|
|
2020
Q1 | $434K | Buy |
3,905
+885
| +29% | +$94.6K | 0.03% | 532 |
|
|
2019
Q4 | $315K | Sell |
3,020
-426
| -12% | -$45.1K | 0.01% | 774 |
|
|
2019
Q3 | $379K | Sell |
3,446
-1,219
| -26% | -$136K | 0.02% | 679 |
|
|
2019
Q2 | $537K | Sell |
4,665
-28
| -0.6% | -$3.42K | 0.03% | 527 |
|
|
2019
Q1 | $547K | Sell |
4,693
-277
| -6% | -$29K | 0.03% | 486 |
|
|
2018
Q4 | $465K | Buy |
+4,970
| New | +$519K | 0.03% | 466 |
|
|
2016
Q2 | – | Sell |
-2,331
| Closed | -$303K | – | 759 |
|
|
2016
Q1 | $303K | Buy |
+2,331
| New | +$294K | 0.04% | 449 |
|
Other funds holding SJM
VCM
VPM
Sigma Planning Corp's SJM Position: Q1 2026 in Review
Sigma Planning Corp increased its J.M. Smucker (SJM) stake by 42% in Q1 2026, buying an estimated $147K and bringing the position to 4,770 shares worth $460K. The position accounts for 0.01% of the portfolio, ranked #870.
Sigma Planning Corp first reported a position in SJM in Q1 2016 and has held it in 31 quarters since. The position peaked at $1.14M in Q4 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.
- Sigma Planning Corp held 4,770 shares of J.M. Smucker worth $460K as of Q1 2026.
- Sigma Planning Corp bought 1,404 J.M. Smucker shares in Q1 2026, an estimated $147K.
- J.M. Smucker made up 0.01% of Sigma Planning Corp's portfolio in Q1 2026, its #870 holding.
- Sigma Planning Corp first reported a position in J.M. Smucker in Q1 2016 and has held it in 31 quarters since.
- Sigma Planning Corp's J.M. Smucker position peaked at $1.14M in Q4 2022.
- 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.
Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.