Activest Wealth Management
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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
Q3 		$10.1K Hold
85
– – ﹤0.01% 577
2026
Q2 		$9.6K 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

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Activest Wealth Management's SJM Position: Q3 2026 in Review

Activest Wealth Management held its J.M. Smucker (SJM) position steady in Q3 2026 at 85 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #577.

Activest Wealth Management first reported a position in SJM in Q1 2025 and has held it in 6 quarters since. 332 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Activest Wealth Management held 85 shares of J.M. Smucker worth $10.1K as of Q3 2026.
  • Activest Wealth Management left its J.M. Smucker share count unchanged in Q3 2026.
  • J.M. Smucker made up ﹤0.01% of Activest Wealth Management's portfolio in Q3 2026, its #577 holding.
  • Activest Wealth Management first reported a position in J.M. Smucker in Q1 2025 and has held it in 6 quarters since.
  • 332 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.