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Visionary Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Visionary Wealth 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
Q1 		$204K Sell
2,113
-116
-5% -$12.1K 0.01% 614
2025
Q4 		$218K Sell
2,229
-378
-14% -$39.1K 0.01% 574
2025
Q3 		$283K Sell
2,607
-958
-27% -$104K 0.01% 502
2025
Q2 		$350K Sell
3,565
-61,439
-95% -$6.75M 0.02% 429
2025
Q1 		$7.7M Buy
65,004
+4,362
+7% +$471K 0.46% 64
2024
Q4 		$6.68M Buy
60,642
+870
+1% +$100K 0.39% 75
2024
Q3 		$7.24M Buy
59,772
+6,148
+11% +$724K 0.44% 72
2024
Q2 		$5.85M Buy
53,624
+2,915
+6% +$330K 0.38% 74
2024
Q1 		$6.38M Buy
50,709
+6,444
+15% +$816K 0.43% 67
2023
Q4 		$5.59M Buy
44,265
+1,778
+4% +$206K 0.41% 70
2023
Q3 		$5.22M Sell
42,487
-302
-0.7% -$42.9K 0.42% 66
2023
Q2 		$6.32M Buy
42,789
+289
+0.7% +$44.1K 0.51% 51
2023
Q1 		$6.69M Buy
42,500
+397
+0.9% +$60.3K 0.57% 46
2022
Q4 		$6.67M Buy
42,103
+1,778
+4% +$265K 0.62% 46
2022
Q3 		$5.54M Buy
40,325
+2,677
+7% +$365K 0.58% 45
2022
Q2 		$4.82M Buy
37,648
+3,717
+11% +$496K 0.43% 64
2022
Q1 		$4.59M Buy
33,931
+3,517
+12% +$479K 0.37% 76
2021
Q4 		$4.13M Buy
30,414
+2,473
+9% +$315K 0.34% 79
2021
Q3 		$3.35M Buy
27,941
+24
+0.1% +$3.05K 0.35% 80
2021
Q2 		$3.62M Buy
27,917
+586
+2% +$77.8K 0.36% 70
2021
Q1 		$3.46M Buy
27,331
+652
+2% +$77K 0.36% 78
2020
Q4 		$3.08M Buy
26,679
+1,154
+5% +$134K 0.35% 75
2020
Q3 		$2.95M Buy
25,525
+1,570
+7% +$175K 0.42% 63
2020
Q2 		$2.54M Buy
23,955
+321
+1% +$36.1K 0.39% 74
2020
Q1 		$2.62M Buy
23,634
+2,443
+12% +$261K 0.49% 64
2019
Q4 		$2.21M Buy
+21,191
New +$2.24M 0.4% 67

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

Visionary Wealth Advisors's SJM Position: Q1 2026 in Review

Visionary Wealth Advisors reduced its J.M. Smucker (SJM) stake by 5.2% in Q1 2026, selling an estimated $12.1K and leaving 2,113 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #614.

Visionary Wealth Advisors first reported a position in SJM in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.7M in Q1 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Visionary Wealth Advisors held 2,113 shares of J.M. Smucker worth $204K as of Q1 2026.
  • Visionary Wealth Advisors sold 116 J.M. Smucker shares in Q1 2026, an estimated $12.1K.
  • J.M. Smucker made up 0.01% of Visionary Wealth Advisors's portfolio in Q1 2026, its #614 holding.
  • Visionary Wealth Advisors first reported a position in J.M. Smucker in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's J.M. Smucker position peaked at $7.7M in Q1 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Visionary Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.