Wellington Shields & Co
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Wellington Shields & Co’s J.M. Smucker SJM Stock Holding History

Wellington Shields & Co’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 		– Sell
-5,800
Closed -$652K – 258
2026
Q2 		$652K Buy
5,800
+299
+5% +$30.5K 0.15% 134
2026
Q1 		$531K Buy
+5,501
New +$576K 0.14% 137
2025
Q4 		– Sell
-2,001
Closed -$217K – 340
2025
Q3 		$217K Sell
2,001
-700
-26% -$76K 0.06% 229
2025
Q2 		$265K Buy
+2,701
New +$297K 0.08% 193
2023
Q3 		– Sell
-2,251
Closed -$332K – 299
2023
Q2 		$332K Sell
2,251
-1,000
-31% -$153K 0.08% 154
2023
Q1 		$512K Buy
3,251
+1
+0% +$152 0.11% 117
2022
Q4 		$515K Sell
3,250
-500
-13% -$74.5K 0.12% 117
2022
Q3 		$515K Buy
+3,750
New +$511K 0.22% 105
2020
Q3 		– Sell
-2,000
Closed -$212K – 185
2020
Q2 		$212K Buy
+2,000
New +$225K 0.09% 157

Other funds holding SJM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Ariel Investments
Ariel Investments Chicago, Illinois $9.6B AUM 22.21% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

Wellington Shields & Co's SJM Position: Q3 2026 in Review

Wellington Shields & Co sold out of J.M. Smucker (SJM) in Q3 2026, closing a stake of 5,800 shares — an estimated $652K sold.

Wellington Shields & Co first reported a position in SJM in Q2 2020 and held it in 9 quarters. The position peaked at $652K in Q2 2026. 774 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Wellington Shields & Co reported no remaining J.M. Smucker position as of Q3 2026 after selling out during the quarter.
  • Wellington Shields & Co sold 5,800 J.M. Smucker shares in Q3 2026, an estimated $652K.
  • Wellington Shields & Co first reported a position in J.M. Smucker in Q2 2020 and held it in 9 quarters.
  • Wellington Shields & Co's J.M. Smucker position peaked at $652K in Q2 2026.
  • 774 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Wellington Shields & Co's 13F filing for Q3 2026, filed 3 Nov 2026.