Whipplewood Advisors’s J.M. Smucker SJM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$563 Sell
5
-25
-83% -$2.55K ﹤0.01% 605
2026
Q1
$2.89K Buy
+30
New +$3.14K ﹤0.01% 709
2025
Q3
Sell
-67
Closed -$6.58K 1013
2025
Q2
$6.58K Sell
67
-44
-40% -$4.84K ﹤0.01% 643
2025
Q1
$6.16K Buy
111
+55
+98% +$5.94K ﹤0.01% 658
2024
Q4
$6.17K Buy
+56
New +$6.44K ﹤0.01% 647

Other funds holding SJM

Whipplewood Advisors's SJM Position: Q2 2026 in Review

Whipplewood Advisors reduced its J.M. Smucker (SJM) stake by 83% in Q2 2026, selling an estimated $2.55K and leaving 5 shares worth $563. The position accounts for ﹤0.01% of the portfolio, ranked #605.

Whipplewood Advisors first reported a position in SJM in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.58K in Q2 2025. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Whipplewood Advisors held 5 shares of J.M. Smucker worth $563 as of Q2 2026.
  • Whipplewood Advisors sold 25 J.M. Smucker shares in Q2 2026, an estimated $2.55K.
  • J.M. Smucker made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #605 holding.
  • Whipplewood Advisors first reported a position in J.M. Smucker in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's J.M. Smucker position peaked at $6.58K in Q2 2025.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.