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Superior Planning, LLC’s J.M. Smucker SJM Stock Holding History

Superior Planning, LLC’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
Q3 		$951 Buy
+8
New +$962 ﹤0.01% 1763

Other funds holding SJM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Superior Planning, LLC's SJM Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in J.M. Smucker (SJM) in Q3 2026: 8 shares worth $951. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings.

657 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Superior Planning, LLC held 8 shares of J.M. Smucker worth $951 as of Q3 2026.
  • J.M. Smucker was a new Superior Planning, LLC position in Q3 2026.
  • J.M. Smucker made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1763 holding.
  • 657 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.