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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Shields & Co's SJM Position: Q1 2026 in Review

Wellington Shields & Co opened a new position in J.M. Smucker (SJM) in Q1 2026: 5,501 shares worth $531K. The stake represents 0.14% of the portfolio and ranks #137 among its holdings. This is a return to the name: Wellington Shields & Co previously reported a position in SJM as recently as Q3 2025.

Wellington Shields & Co first reported a position in SJM in Q2 2020 and has held it in 8 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Wellington Shields & Co held 5,501 shares of J.M. Smucker worth $531K as of Q1 2026.
J.M. Smucker was a new Wellington Shields & Co position in Q1 2026.
J.M. Smucker made up 0.14% of Wellington Shields & Co's portfolio in Q1 2026, its #137 holding.
Wellington Shields & Co first reported a position in J.M. Smucker in Q2 2020 and has held it in 8 quarters since.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Wellington Shields & Co's 13F filing for Q1 2026, filed 4 May 2026.