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Center for Financial Planning’s J.M. Smucker SJM Stock Holding History

Center for Financial Planning’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 		$11.3K Hold
100
– – ﹤0.01% 487
2026
Q1 		$9.64K Hold
100
– – ﹤0.01% 499
2025
Q4 		$9.78K Hold
100
– – ﹤0.01% 492
2025
Q3 		$10.9K Hold
100
– – ﹤0.01% 485
2025
Q2 		$9.82K Hold
100
– – ﹤0.01% 462
2025
Q1 		$11.8K Hold
100
– – ﹤0.01% 456
2024
Q4 		$11K Hold
100
– – ﹤0.01% 409
2024
Q3 		$12.1K Hold
100
– – ﹤0.01% 382
2024
Q2 		$10.9K Sell
100
-19
-16% -$2.15K ﹤0.01% 385
2024
Q1 		$15K Buy
119
+18
+18% +$2.28K ﹤0.01% 352
2023
Q4 		$12.8K Hold
101
– – ﹤0.01% 342
2023
Q3 		$12.4K Sell
101
-100
-50% -$14.2K ﹤0.01% 336
2023
Q2 		$29.7K Hold
201
– – 0.01% 286
2023
Q1 		$31.6K Hold
201
– – 0.01% 261
2022
Q4 		$31.9K Hold
201
– – 0.01% 255
2022
Q3 		$28K Buy
201
+200
+20,000% +$27.3K 0.01% 263
2022
Q2 		$0 Hold
1
– – ﹤0.01% 562
2022
Q1 		$0 Hold
1
– – ﹤0.01% 573
2021
Q4 		$0 Hold
1
– – ﹤0.01% 563
2021
Q3 		$0 Sell
1
-33
-97% -$4.2K ﹤0.01% 526
2021
Q2 		$4K Hold
34
– – ﹤0.01% 430
2021
Q1 		$4K Hold
34
– – ﹤0.01% 463
2020
Q4 		$4K Sell
34
-200
-85% -$23.2K ﹤0.01% 410
2020
Q3 		$27K Hold
234
– – 0.01% 235
2020
Q2 		$25K Buy
234
+33
+16% +$3.71K 0.01% 239
2020
Q1 		$22K Sell
201
-66
-25% -$7.05K 0.01% 247
2019
Q4 		$28K Buy
+267
New +$28.3K 0.01% 230

Other funds holding SJM

VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 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
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

Center for Financial Planning's SJM Position: Q2 2026 in Review

Center for Financial Planning held its J.M. Smucker (SJM) position steady in Q2 2026 at 100 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Center for Financial Planning first reported a position in SJM in Q4 2019 and has held it in 27 quarters since. The position peaked at $31.9K in Q4 2022. 222 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Center for Financial Planning held 100 shares of J.M. Smucker worth $11.3K as of Q2 2026.
  • Center for Financial Planning left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #487 holding.
  • Center for Financial Planning first reported a position in J.M. Smucker in Q4 2019 and has held it in 27 quarters since.
  • Center for Financial Planning's J.M. Smucker position peaked at $31.9K in Q4 2022.
  • 222 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.