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

Valeo 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
Q3 		$217K Sell
1,823
-426
-19% -$51.3K ﹤0.01% 753
2026
Q2 		$253K Buy
2,249
+143
+7% +$14.6K 0.01% 681
2026
Q1 		$203K Sell
2,106
-5
-0.2% -$524 ﹤0.01% 685
2025
Q4 		$206K Sell
2,111
-8
-0.4% -$827 ﹤0.01% 753
2025
Q3 		$230K Sell
2,119
-1,393
-40% -$151K 0.01% 709
2025
Q2 		$345K Buy
3,512
+1,497
+74% +$165K 0.01% 535
2025
Q1 		$239K Buy
+2,015
New +$218K 0.01% 593
2024
Q1 		– Sell
-1,777
Closed -$225K – 705
2023
Q4 		$225K Buy
+1,777
New +$206K 0.01% 569
2023
Q2 		– Sell
-1,355
Closed -$213K – 667
2023
Q1 		$213K Buy
+1,355
New +$206K 0.01% 534
2021
Q2 		– Sell
-1,012
Closed -$128K – 1602
2021
Q1 		$128K Sell
1,012
-19,898
-95% -$2.35M 0.01% 551
2020
Q4 		$281K Buy
20,910
+19,188
+1,114% +$2.23M 0.01% 347
2020
Q3 		$199K Buy
1,722
+1,519
+748% +$169K 0.02% 329
2020
Q2 		$21K Sell
203
-289
-59% -$32.5K ﹤0.01% 1043
2020
Q1 		$56K Sell
492
-2
-0.4% -$214 0.01% 567
2019
Q4 		$51K Hold
494
– – 0.01% 639
2019
Q3 		$54K Buy
494
+300
+155% +$33.4K 0.01% 578
2019
Q2 		$22K Sell
194
-499
-72% -$60.9K ﹤0.01% 821
2019
Q1 		$81K Sell
693
-1,037
-60% -$108K 0.01% 452
2018
Q4 		$162K Sell
1,730
-1,448
-46% -$151K 0.02% 286
2018
Q3 		$344K Sell
3,178
-324
-9% -$35.4K 0.05% 200
2018
Q2 		$389K Sell
3,502
-1,233
-26% -$138K 0.05% 198
2018
Q1 		$587K Buy
4,735
+881
+23% +$110K 0.09% 137
2017
Q4 		$479K Buy
3,854
+310
+9% +$34.4K 0.08% 153
2017
Q3 		$372K Buy
+3,544
New +$405K 0.08% 154

Other funds holding SJM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

Valeo Financial Advisors's SJM Position: Q3 2026 in Review

Valeo Financial Advisors reduced its J.M. Smucker (SJM) stake by 19% in Q3 2026, selling an estimated $51.3K and leaving 1,823 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Valeo Financial Advisors first reported a position in SJM in Q3 2017 and has held it in 24 quarters since. The position peaked at $587K in Q1 2018. 38 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Valeo Financial Advisors held 1,823 shares of J.M. Smucker worth $217K as of Q3 2026.
  • Valeo Financial Advisors sold 426 J.M. Smucker shares in Q3 2026, an estimated $51.3K.
  • J.M. Smucker made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #753 holding.
  • Valeo Financial Advisors first reported a position in J.M. Smucker in Q3 2017 and has held it in 24 quarters since.
  • Valeo Financial Advisors's J.M. Smucker position peaked at $587K in Q1 2018.
  • 38 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.