Steward Partners Investment Advisory’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 | $2.13M | Buy |
18,956
+3,073
| +19% | +$313K | 0.01% | 890 |
|
|
2026
Q1 | $1.53M | Buy |
15,883
+9,488
| +148% | +$994K | 0.01% | 963 |
|
|
2025
Q4 | $625K | Sell |
6,395
-610
| -9% | -$63.1K | ﹤0.01% | 1298 |
|
|
2025
Q3 | $761K | Buy |
7,005
+191
| +3% | +$20.7K | ﹤0.01% | 1176 |
|
|
2025
Q2 | $669K | Buy |
6,814
+274
| +4% | +$30.1K | 0.01% | 1163 |
|
|
2025
Q1 | $774K | Buy |
6,540
+1,082
| +20% | +$117K | 0.01% | 1015 |
|
|
2024
Q4 | $601K | Sell |
5,458
-158
| -3% | -$18.2K | 0.01% | 1076 |
|
|
2024
Q3 | $680K | Buy |
5,616
+227
| +4% | +$26.7K | 0.01% | 992 |
|
|
2024
Q2 | $588K | Sell |
5,389
-177
| -3% | -$20K | 0.01% | 994 |
|
|
2024
Q1 | $701K | Sell |
5,566
-10,615
| -66% | -$1.34M | 0.01% | 921 |
|
|
2023
Q4 | $2.04M | Buy |
16,181
+25
| +0.2% | +$2.9K | 0.03% | 501 |
|
|
2023
Q3 | $1.99M | Buy |
16,156
+708
| +5% | +$101K | 0.03% | 476 |
|
|
2023
Q2 | $2.28M | Buy |
15,448
+2,434
| +19% | +$371K | 0.03% | 440 |
|
|
2023
Q1 | $2.05M | Sell |
13,014
-547
| -4% | -$83.1K | 0.03% | 456 |
|
|
2022
Q4 | $2.15M | Sell |
13,561
-682
| -5% | -$102K | 0.04% | 438 |
|
|
2022
Q3 | $1.96M | Buy |
14,243
+170
| +1% | +$23.2K | 0.04% | 436 |
|
|
2022
Q2 | $1.8M | Buy |
14,073
+166
| +1% | +$22.1K | 0.03% | 456 |
|
|
2022
Q1 | $1.88M | Sell |
13,907
-3,863
| -22% | -$527K | 0.03% | 494 |
|
|
2021
Q4 | $2.41M | Sell |
17,770
-997
| -5% | -$127K | 0.04% | 442 |
|
|
2021
Q3 | $2.25M | Sell |
18,767
-383
| -2% | -$48.7K | 0.04% | 423 |
|
|
2021
Q2 | $2.48M | Sell |
19,150
-4,419
| -19% | -$587K | 0.04% | 397 |
|
|
2021
Q1 | $2.98M | Buy |
23,569
+4,070
| +21% | +$480K | 0.05% | 340 |
|
|
2020
Q4 | $2.25M | Sell |
19,499
-1,934
| -9% | -$225K | 0.05% | 343 |
|
|
2020
Q3 | $2.48M | Buy |
21,433
+417
| +2% | +$46.5K | 0.06% | 288 |
|
|
2020
Q2 | $2.22M | Buy |
21,016
+6,415
| +44% | +$721K | 0.06% | 287 |
|
|
2020
Q1 | $1.62M | Buy |
14,601
+987
| +7% | +$106K | 0.06% | 300 |
|
|
2019
Q4 | $1.42M | Buy |
13,614
+766
| +6% | +$81.1K | 0.04% | 365 |
|
|
2019
Q3 | $1.41M | Buy |
12,848
+89
| +0.7% | +$9.92K | 0.05% | 336 |
|
|
2019
Q2 | $1.47M | Sell |
12,759
-2,610
| -17% | -$319K | 0.05% | 310 |
|
|
2019
Q1 | $1.79M | Sell |
15,369
-786
| -5% | -$82.2K | 0.08% | 253 |
|
|
2018
Q4 | $1.51M | Sell |
16,155
-312
| -2% | -$32.6K | 0.07% | 270 |
|
|
2018
Q3 | $1.69M | Buy |
16,467
+1,554
| +10% | +$170K | 0.08% | 249 |
|
|
2018
Q2 | $1.6M | Buy |
14,913
+1,027
| +7% | +$115K | 0.1% | 224 |
|
|
2018
Q1 | $1.72M | Buy |
13,886
+1,977
| +17% | +$247K | 0.12% | 192 |
|
|
2017
Q4 | $1.48M | Buy |
11,909
+6,741
| +130% | +$749K | 0.11% | 194 |
|
|
2017
Q3 | $542K | Buy |
5,168
+469
| +10% | +$53.6K | 0.06% | 280 |
|
|
2017
Q2 | $556K | Buy |
4,699
+3,817
| +433% | +$482K | 0.06% | 258 |
|
|
2017
Q1 | $115K | Buy |
882
+159
| +22% | +$21.6K | 0.02% | 411 |
|
|
2016
Q4 | $92K | Buy |
+723
| New | +$93.7K | 0.04% | 256 |
|
Other funds holding SJM
Steward Partners Investment Advisory's SJM Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its J.M. Smucker (SJM) stake by 19% in Q2 2026, buying an estimated $313K and bringing the position to 18,956 shares worth $2.13M. The position accounts for 0.01% of the portfolio, ranked #890.
Steward Partners Investment Advisory first reported a position in SJM in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.98M in Q1 2021. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Steward Partners Investment Advisory held 18,956 shares of J.M. Smucker worth $2.13M as of Q2 2026.
- Steward Partners Investment Advisory bought 3,073 J.M. Smucker shares in Q2 2026, an estimated $313K.
- J.M. Smucker made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #890 holding.
- Steward Partners Investment Advisory first reported a position in J.M. Smucker in Q4 2016 and has held it in 39 quarters since.
- Steward Partners Investment Advisory's J.M. Smucker position peaked at $2.98M in Q1 2021.
- 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.