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Cape Investment Advisory’s J.M. Smucker SJM Stock Holding History

Cape Investment Advisory’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 		$6.75K Buy
+60
New +$6.11K ﹤0.01% 954
2024
Q1 		– Sell
-39
Closed -$4.93K – 1142
2023
Q4 		$4.93K Buy
+39
New +$4.52K ﹤0.01% 782

Other funds holding SJM

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CSI
Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Cape Investment Advisory's SJM Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in J.M. Smucker (SJM) in Q2 2026: 60 shares worth $6.75K. The stake represents ﹤0.01% of the portfolio and ranks #954 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in SJM as recently as Q4 2023.

Cape Investment Advisory first reported a position in SJM in Q4 2023 and has held it in 2 quarters since. 201 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Cape Investment Advisory held 60 shares of J.M. Smucker worth $6.75K as of Q2 2026.
  • J.M. Smucker was a new Cape Investment Advisory position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #954 holding.
  • Cape Investment Advisory first reported a position in J.M. Smucker in Q4 2023 and has held it in 2 quarters since.
  • 201 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.