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Sound View Wealth Advisors Group’s J.M. Smucker SJM Stock Holding History

Sound View Wealth Advisors Group’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 		$345K Buy
3,576
+375
+12% +$39.3K 0.02% 324
2025
Q4 		$313K Sell
3,201
-370
-10% -$38.2K 0.02% 347
2025
Q3 		$388K Buy
3,571
+4
+0.1% +$434 0.03% 310
2025
Q2 		$350K Sell
3,567
-360
-9% -$39.6K 0.03% 323
2025
Q1 		$465K Sell
3,927
-542
-12% -$58.5K 0.04% 266
2024
Q4 		$492K Buy
4,469
+50
+1% +$5.75K 0.04% 265
2024
Q3 		$535K Sell
4,419
-57
-1% -$6.71K 0.04% 246
2024
Q2 		$488K Sell
4,476
-868
-16% -$98.2K 0.05% 238
2024
Q1 		$673K Buy
5,344
+63
+1% +$7.98K 0.07% 207
2023
Q4 		$667K Buy
5,281
+81
+2% +$9.39K 0.07% 206
2023
Q3 		$639K Buy
5,200
+127
+3% +$18K 0.08% 192
2023
Q2 		$749K Buy
5,073
+358
+8% +$54.6K 0.1% 178
2023
Q1 		$742K Sell
4,715
-566
-11% -$86K 0.1% 176
2022
Q4 		$667K Buy
+5,281
New +$787K 0.07% 206

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound View Wealth Advisors Group's SJM Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its J.M. Smucker (SJM) stake by 12% in Q1 2026, buying an estimated $39.3K and bringing the position to 3,576 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #324.

Sound View Wealth Advisors Group first reported a position in SJM in Q4 2022 and has held it in 14 quarters since. The position peaked at $749K in Q2 2023. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Sound View Wealth Advisors Group held 3,576 shares of J.M. Smucker worth $345K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 375 J.M. Smucker shares in Q1 2026, an estimated $39.3K.
  • J.M. Smucker made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #324 holding.
  • Sound View Wealth Advisors Group first reported a position in J.M. Smucker in Q4 2022 and has held it in 14 quarters since.
  • Sound View Wealth Advisors Group's J.M. Smucker position peaked at $749K in Q2 2023.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.