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Carlton Hofferkamp & Jenks Wealth Management’s J.M. Smucker SJM Stock Holding History

Carlton Hofferkamp & Jenks 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 		$277K Sell
2,343
-212
-8% -$21.6K 0.09% 123
2026
Q1 		$244K Sell
2,555
-85
-3% -$8.9K 0.08% 126
2025
Q4 		$258K Sell
2,640
-12
-0.5% -$1.24K 0.09% 122
2025
Q3 		$278K Sell
2,652
-120
-4% -$13K 0.09% 119
2025
Q2 		$302K Sell
2,772
-230
-8% -$25.3K 0.11% 109
2025
Q1 		$345K Hold
3,002
– – 0.14% 101
2024
Q4 		$312K Sell
3,002
-142
-5% -$16.3K 0.12% 113
2024
Q3 		$357K Hold
3,144
– – 0.14% 106
2024
Q2 		$374K Sell
3,144
-100
-3% -$11.3K 0.15% 104
2024
Q1 		$374K Hold
3,244
– – 0.16% 100
2023
Q4 		$421K Hold
3,244
– – 0.18% 95
2023
Q3 		$371K Sell
3,244
-12
-0.4% -$1.71K 0.17% 96
2023
Q2 		$486K Sell
3,256
-95
-3% -$14.5K 0.21% 87
2023
Q1 		$531K Hold
3,351
– – 0.24% 88
2022
Q4 		$503K Sell
3,351
-100
-3% -$14.9K 0.22% 91
2022
Q3 		$493K Hold
3,451
– – 0.23% 92
2022
Q2 		$455K Hold
3,451
– – 0.21% 92
2022
Q1 		$479K Hold
3,451
– – 0.2% 95
2021
Q4 		$481K Hold
3,451
– – 0.2% 93
2021
Q3 		$432K Buy
3,451
+515
+18% +$65.5K 0.17% 100
2021
Q2 		$391K Sell
2,936
-100
-3% -$13.3K 0.17% 101
2021
Q1 		$398K Sell
3,036
-53
-2% -$6.26K 0.18% 100
2020
Q4 		$357K Buy
3,089
+614
+25% +$71.4K 0.18% 95
2020
Q3 		$297K Buy
+2,475
New +$276K 0.16% 95

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Carlton Hofferkamp & Jenks Wealth Management's SJM Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management reduced its J.M. Smucker (SJM) stake by 8.3% in Q2 2026, selling an estimated $21.6K and leaving 2,343 shares worth $277K. The position accounts for 0.09% of the portfolio, ranked #123.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in SJM in Q3 2020 and has held it in 24 quarters since. The position peaked at $531K in Q1 2023. 538 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management held 2,343 shares of J.M. Smucker worth $277K as of Q2 2026.
  • Carlton Hofferkamp & Jenks Wealth Management sold 212 J.M. Smucker shares in Q2 2026, an estimated $21.6K.
  • J.M. Smucker made up 0.09% of Carlton Hofferkamp & Jenks Wealth Management's portfolio in Q2 2026, its #123 holding.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in J.M. Smucker in Q3 2020 and has held it in 24 quarters since.
  • Carlton Hofferkamp & Jenks Wealth Management's J.M. Smucker position peaked at $531K in Q1 2023.
  • 538 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.