Sound Income Strategies’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 | $13.6M | Buy |
120,547
+30,502
| +34% | +$3.11M | 0.61% | 62 |
|
|
2026
Q1 | $8.6M | Buy |
90,045
+90,019
| +346,227% | +$9.43M | 0.42% | 76 |
|
|
2025
Q4 | $2.64K | Buy |
+26
| New | +$2.69K | ﹤0.01% | 2057 |
|
|
2025
Q3 | – | Sell |
-39
| Closed | -$3.87K | – | 1810 |
|
|
2025
Q2 | $3.87K | Sell |
39
-802
| -95% | -$88.2K | ﹤0.01% | 1148 |
|
|
2025
Q1 | $99.5K | Sell |
841
-4
| -0.5% | -$432 | 0.01% | 391 |
|
|
2024
Q4 | $93.1K | Buy |
845
+68
| +9% | +$7.82K | 0.01% | 363 |
|
|
2024
Q3 | $94.1K | Sell |
777
-303
| -28% | -$35.7K | 0.01% | 350 |
|
|
2024
Q2 | $118K | Buy |
1,080
+367
| +51% | +$41.5K | 0.01% | 304 |
|
|
2024
Q1 | $89.8K | Sell |
713
-1
| -0.1% | -$127 | 0.01% | 328 |
|
|
2023
Q4 | $90.3K | Buy |
714
+686
| +2,450% | +$79.5K | 0.01% | 303 |
|
|
2023
Q3 | $3.44K | Hold |
28
| – | – | ﹤0.01% | 818 |
|
|
2023
Q2 | $4.13K | Buy |
+28
| New | +$4.27K | ﹤0.01% | 774 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$792 | – | 1135 |
|
|
2022
Q4 | $792 | Hold |
5
| – | – | ﹤0.01% | 879 |
|
|
2022
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 832 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 842 |
|
|
2022
Q1 | $1K | Sell |
5
-1
| -17% | -$136 | ﹤0.01% | 833 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 802 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 781 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 826 |
|
|
2021
Q1 | $759 | Hold |
6
| – | – | ﹤0.01% | 861 |
|
|
2020
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 816 |
|
|
2020
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 780 |
|
|
2020
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 734 |
|
|
2020
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 702 |
|
|
2019
Q4 | $1K | Buy |
6
+1
| +20% | +$106 | ﹤0.01% | 661 |
|
|
2019
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 623 |
|
|
2019
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 625 |
|
|
2019
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 629 |
|
|
2018
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 786 |
|
|
2018
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 641 |
|
|
2018
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 579 |
|
|
2018
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 547 |
|
|
2017
Q4 | $1K | Buy |
+5
| New | +$556 | ﹤0.01% | 476 |
|
Other funds holding SJM
RAM
VF
DDPIC
Sound Income Strategies's SJM Position: Q2 2026 in Review
Sound Income Strategies increased its J.M. Smucker (SJM) stake by 34% in Q2 2026, buying an estimated $3.11M and bringing the position to 120,547 shares worth $13.6M. The position accounts for 0.61% of the portfolio, ranked #62.
Sound Income Strategies first reported a position in SJM in Q4 2017 and has held it in 33 quarters since. 482 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Sound Income Strategies held 120,547 shares of J.M. Smucker worth $13.6M as of Q2 2026.
- Sound Income Strategies bought 30,502 J.M. Smucker shares in Q2 2026, an estimated $3.11M.
- J.M. Smucker made up 0.61% of Sound Income Strategies's portfolio in Q2 2026, its #62 holding.
- Sound Income Strategies first reported a position in J.M. Smucker in Q4 2017 and has held it in 33 quarters since.
- 482 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.