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United Capital Financial Advisors’s J.M. Smucker SJM Stock Holding History

United Capital Financial Advisors’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
Q2 		– Sell
-2,679
Closed -$258K – 1722
2026
Q1 		$258K Buy
+2,679
New +$281K ﹤0.01% 1431
2025
Q1 		– Sell
-2,214
Closed -$244K – 1105
2024
Q4 		$244K Sell
2,214
-709
-24% -$81.6K ﹤0.01% 959
2024
Q3 		$354K Buy
2,923
+78
+3% +$9.19K ﹤0.01% 824
2024
Q2 		$310K Buy
2,845
+1,024
+56% +$116K ﹤0.01% 835
2024
Q1 		$229K Sell
1,821
-132
-7% -$16.7K ﹤0.01% 972
2023
Q4 		$247K Buy
+1,953
New +$226K ﹤0.01% 937
2023
Q2 		– Sell
-1,335
Closed -$210K – 967
2023
Q1 		$210K Sell
1,335
-953
-42% -$145K ﹤0.01% 916
2022
Q4 		$363K Buy
2,288
+307
+15% +$45.7K ﹤0.01% 827
2022
Q3 		$272K Sell
1,981
-328
-14% -$44.7K ﹤0.01% 932
2022
Q2 		$296K Buy
2,309
+382
+20% +$50.9K ﹤0.01% 945
2022
Q1 		$261K Sell
1,927
-70
-4% -$9.54K ﹤0.01% 1036
2021
Q4 		$271K Buy
1,997
+79
+4% +$10.1K ﹤0.01% 1060
2021
Q3 		$230K Buy
1,918
+14
+0.7% +$1.78K ﹤0.01% 1097
2021
Q2 		$247K Sell
1,904
-2,188
-53% -$291K ﹤0.01% 1082
2021
Q1 		$518K Buy
4,092
+366
+10% +$43.2K ﹤0.01% 836
2020
Q4 		$431K Sell
3,726
-1,114
-23% -$129K ﹤0.01% 887
2020
Q3 		$559K Buy
4,840
+97
+2% +$10.8K ﹤0.01% 807
2020
Q2 		$502K Sell
4,743
-444
-9% -$49.9K ﹤0.01% 867
2020
Q1 		$576K Sell
5,187
-34,682
-87% -$3.71M ﹤0.01% 771
2019
Q4 		$4.15M Sell
39,869
-4,635
-10% -$491K 0.03% 455
2019
Q3 		$4.9M Sell
44,504
-54
-0.1% -$6.02K 0.03% 418
2019
Q2 		$5.13M Sell
44,558
-2,237
-5% -$273K 0.03% 420
2019
Q1 		$5.45M Sell
46,795
-9,074
-16% -$948K 0.04% 398
2018
Q4 		$5.22M Sell
55,869
-13,735
-20% -$1.43M 0.04% 362
2018
Q3 		$7.14M Sell
69,604
-1,439
-2% -$157K 0.05% 365
2018
Q2 		$7.64M Buy
71,043
+4,708
+7% +$529K 0.06% 346
2018
Q1 		$8.23M Buy
66,335
+37,804
+133% +$4.72M 0.06% 330
2017
Q4 		$3.56M Sell
28,531
-2,022
-7% -$225K 0.03% 469
2017
Q3 		$3.21M Sell
30,553
-76,568
-71% -$8.75M 0.03% 466
2017
Q2 		$12.7M Buy
107,121
+4,523
+4% +$572K 0.11% 212
2017
Q1 		$13.4M Buy
102,598
+5,177
+5% +$704K 0.13% 189
2016
Q4 		$12.5M Buy
97,421
+9,867
+11% +$1.28M 0.12% 199
2016
Q3 		$11.9M Sell
87,554
-5,661
-6% -$831K 0.12% 207
2016
Q2 		$14.2M Buy
93,215
+16,619
+22% +$2.21M 0.14% 159
2016
Q1 		$9.95M Buy
76,596
+7,295
+11% +$919K 0.11% 204
2015
Q4 		$8.55M Buy
69,301
+29,035
+72% +$3.46M 0.1% 235
2015
Q3 		$4.59M Buy
40,266
+6,471
+19% +$722K 0.06% 337
2015
Q2 		$3.66M Buy
33,795
+6,547
+24% +$758K 0.04% 428
2015
Q1 		$3.16M Buy
27,248
+9,872
+57% +$1.08M 0.04% 451
2014
Q4 		$1.75M Buy
17,376
+9,851
+131% +$998K 0.03% 507
2014
Q3 		$745K Buy
+7,525
New +$772K 0.01% 687

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

United Capital Financial Advisors's SJM Position: Q2 2026 in Review

United Capital Financial Advisors sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 2,679 shares — an estimated $258K sold.

United Capital Financial Advisors first reported a position in SJM in Q3 2014 and held it in 41 quarters. The position peaked at $14.2M in Q2 2016. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • United Capital Financial Advisors reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • United Capital Financial Advisors sold 2,679 J.M. Smucker shares in Q2 2026, an estimated $258K.
  • United Capital Financial Advisors first reported a position in J.M. Smucker in Q3 2014 and held it in 41 quarters.
  • United Capital Financial Advisors's J.M. Smucker position peaked at $14.2M in Q2 2016.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.