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 Q2	$653K	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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Shields & Co's SJM Position: Q2 2026 in Review

Wellington Shields & Co increased its J.M. Smucker (SJM) stake by 5.4% in Q2 2026, buying an estimated $30.5K and bringing the position to 5,800 shares worth $653K. The position accounts for 0.15% of the portfolio, ranked #134.

Wellington Shields & Co first reported a position in SJM in Q2 2020 and has held it in 9 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Wellington Shields & Co held 5,800 shares of J.M. Smucker worth $653K as of Q2 2026.
Wellington Shields & Co bought 299 J.M. Smucker shares in Q2 2026, an estimated $30.5K.
J.M. Smucker made up 0.15% of Wellington Shields & Co's portfolio in Q2 2026, its #134 holding.
Wellington Shields & Co first reported a position in J.M. Smucker in Q2 2020 and has held it in 9 quarters since.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.