Moran Wealth Management, LLC

SEC CIK: 0001965334
Latest filing: Aug 5, 2026

SEC filings (opens in a new tab)

SJM holding history

J M SMUCKER Co in every 13F filed by Moran Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SJM overview All 13F holders of SJM Full Q2 2026 holdings

Shares (Q4 2023): 0; Sold out in Q4 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q1 2023

Holdings of SJM by Moran Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	0	$0	0.0%	−4,632−100.0%	Sold out	Holders
Q3 2023	4,632	$569.3K	<0.1%	+190+4.3%	Added	Holders
Q2 2023	4,442	$656.0K	<0.1%	+774+21.1%	Added	Holders
Q1 2023	3,668	$577.2K	<0.1%	+3,668	New	Holders