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Wedbush Securities’s J.M. Smucker SJM Stock Holding History

Wedbush Securities’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 		$768K Buy
7,959
+195
+3% +$20.4K 0.02% 547
2025
Q4 		$759K Sell
7,764
-1,097
-12% -$113K 0.02% 540
2025
Q3 		$962K Buy
8,861
+106
+1% +$11.5K 0.03% 444
2025
Q2 		$860K Buy
8,755
+981
+13% +$108K 0.03% 460
2025
Q1 		$921K Buy
7,774
+624
+9% +$67.4K 0.03% 410
2024
Q4 		$787K Buy
7,150
+284
+4% +$32.7K 0.03% 450
2024
Q3 		$831K Buy
+6,866
New +$809K 0.03% 430
2024
Q2 		– Sell
-2,109
Closed -$265K – 1281
2024
Q1 		$265K Sell
2,109
-905
-30% -$115K 0.01% 938
2023
Q4 		$381K Buy
3,014
+1,343
+80% +$156K 0.02% 662
2023
Q3 		$205K Buy
+1,671
New +$237K 0.01% 913
2018
Q2 		– Sell
-1,655
Closed -$205K – 906
2018
Q1 		$205K Sell
1,655
-100
-6% -$12.5K 0.03% 672
2017
Q4 		$218K Buy
+1,755
New +$195K 0.03% 676
2016
Q4 		– Sell
-1,534
Closed -$208K – 880
2016
Q3 		$208K Sell
1,534
-1,044
-40% -$153K 0.03% 663
2016
Q2 		$393K Buy
+2,578
New +$343K 0.06% 352

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

Wedbush Securities's SJM Position: Q1 2026 in Review

Wedbush Securities increased its J.M. Smucker (SJM) stake by 2.5% in Q1 2026, buying an estimated $20.4K and bringing the position to 7,959 shares worth $768K. The position accounts for 0.02% of the portfolio, ranked #547.

Wedbush Securities first reported a position in SJM in Q2 2016 and has held it in 14 quarters since. The position peaked at $962K in Q3 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Wedbush Securities held 7,959 shares of J.M. Smucker worth $768K as of Q1 2026.
  • Wedbush Securities bought 195 J.M. Smucker shares in Q1 2026, an estimated $20.4K.
  • J.M. Smucker made up 0.02% of Wedbush Securities's portfolio in Q1 2026, its #547 holding.
  • Wedbush Securities first reported a position in J.M. Smucker in Q2 2016 and has held it in 14 quarters since.
  • Wedbush Securities's J.M. Smucker position peaked at $962K in Q3 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Wedbush Securities's 13F filing for Q1 2026, filed 21 Apr 2026.