AWM
SJM icon

Activest Wealth Management’s J.M. Smucker SJM Stock Holding History

Activest Wealth 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
2026
Q2 		$9.56K Buy
85
+84
+8,400% +$8.56K ﹤0.01% 590
2026
Q1 		$96 Buy
+1
New +$105 ﹤0.01% 1151
2025
Q4 		– Sell
-15
Closed -$1.63K – 1283
2025
Q3 		$1.63K Buy
15
+7
+88% +$760 ﹤0.01% 806
2025
Q2 		$786 Buy
8
+3
+60% +$330 ﹤0.01% 798
2025
Q1 		$592 Buy
+5
New +$540 ﹤0.01% 835

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Activest Wealth Management's SJM Position: Q2 2026 in Review

Activest Wealth Management increased its J.M. Smucker (SJM) stake by 8,400% in Q2 2026, buying an estimated $8.56K and bringing the position to 85 shares worth $9.56K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Activest Wealth Management first reported a position in SJM in Q1 2025 and has held it in 5 quarters since. 309 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Activest Wealth Management held 85 shares of J.M. Smucker worth $9.56K as of Q2 2026.
  • Activest Wealth Management bought 84 J.M. Smucker shares in Q2 2026, an estimated $8.56K.
  • J.M. Smucker made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #590 holding.
  • Activest Wealth Management first reported a position in J.M. Smucker in Q1 2025 and has held it in 5 quarters since.
  • 309 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.