WSTAM
SJM icon

Wilbanks Smith & Thomas Asset Management’s J.M. Smucker SJM Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2023
Q3 		– Sell
-1,591
Closed -$235K – 523
2023
Q2 		$235K Buy
1,591
+100
+7% +$15.3K 0.01% 463
2023
Q1 		$235K Hold
1,491
– – 0.01% 456
2022
Q4 		$236K Buy
+1,491
New +$222K 0.01% 434
2020
Q1 		– Sell
-2,722
Closed -$283K – 432
2019
Q4 		$283K Hold
2,722
– – 0.02% 340
2019
Q3 		$299K Sell
2,722
-200
-7% -$22.3K 0.02% 319
2019
Q2 		$337K Sell
2,922
-31
-1% -$3.79K 0.02% 287
2019
Q1 		$344K Sell
2,953
-10
-0.3% -$1.04K 0.02% 287
2018
Q4 		$277K Hold
2,963
– – 0.02% 275
2018
Q3 		$304K Buy
2,963
+41
+1% +$4.48K 0.02% 301
2018
Q2 		$314K Hold
2,922
– – 0.03% 253
2018
Q1 		$362K Hold
2,922
– – 0.03% 233
2017
Q4 		$363K Hold
2,922
– – 0.03% 241
2017
Q3 		$307K Hold
2,922
– – 0.03% 249
2017
Q2 		$346K Hold
2,922
– – 0.03% 219
2017
Q1 		$383K Hold
2,922
– – 0.03% 203
2016
Q4 		$374K Sell
2,922
-35
-1% -$4.54K 0.03% 193
2016
Q3 		$401K Buy
2,957
+35
+1% +$5.14K 0.04% 185
2016
Q2 		$445K Hold
2,922
– – 0.05% 176
2016
Q1 		$379K Sell
2,922
-273
-9% -$34.4K 0.05% 191
2015
Q4 		$394K Sell
3,195
-497
-13% -$59.2K 0.04% 179
2015
Q3 		$421K Buy
3,692
+1
+0% +$111 0.06% 164
2015
Q2 		$400K Sell
3,691
-13
-0.4% -$1.5K 0.04% 199
2015
Q1 		$429K Hold
3,704
– – 0.04% 186
2014
Q4 		$374K Buy
3,704
+2
+0.1% +$203 0.04% 208
2014
Q3 		$367K Buy
3,702
+1
+0% +$103 0.04% 191
2014
Q2 		$394K Buy
3,701
+3
+0.1% +$301 0.04% 189
2014
Q1 		$360K Hold
3,698
– – 0.04% 203
2013
Q4 		$383K Buy
3,698
+2
+0.1% +$212 0.05% 191
2013
Q3 		$388K Sell
3,696
-29
-0.8% -$3.14K 0.05% 186
2013
Q2 		$384K Buy
+3,725
New +$379K 0.06% 170

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SJM Position: Q3 2023 in Review

Wilbanks Smith & Thomas Asset Management sold out of J.M. Smucker (SJM) in Q3 2023, closing a stake of 1,591 shares — an estimated $235K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SJM in Q2 2013 and held it in 30 quarters. The position peaked at $445K in Q2 2016. 884 funds tracked by Wall St. Rank hold SJM as of Q3 2023.

  • Wilbanks Smith & Thomas Asset Management reported no remaining J.M. Smucker position as of Q3 2023 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 1,591 J.M. Smucker shares in Q3 2023, an estimated $235K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in J.M. Smucker in Q2 2013 and held it in 30 quarters.
  • Wilbanks Smith & Thomas Asset Management's J.M. Smucker position peaked at $445K in Q2 2016.
  • 884 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2023.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q3 2023, filed 6 Nov 2023.