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Clark & Stuart Inc’s J.M. Smucker SJM Stock Holding History

Clark & Stuart Inc’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 		$8.08M Buy
71,850
+3,918
+6% +$399K 5.07% 6
2026
Q1 		$6.55M Sell
67,932
-1,044
-2% -$109K 4.41% 10
2025
Q4 		$6.75M Sell
68,976
-4,434
-6% -$458K 4.65% 7
2025
Q3 		$7.97M Sell
73,410
-1,625
-2% -$176K 5.7% 7
2025
Q2 		$7.37M Buy
75,035
+2,601
+4% +$286K 5.55% 7
2025
Q1 		$8.58M Buy
72,434
+2,811
+4% +$304K 6.25% 4
2024
Q4 		$7.67M Buy
+69,623
New +$8.01M 5.61% 5

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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

Clark & Stuart Inc's SJM Position: Q2 2026 in Review

Clark & Stuart Inc increased its J.M. Smucker (SJM) stake by 5.8% in Q2 2026, buying an estimated $399K and bringing the position to 71,850 shares worth $8.08M. The position accounts for 5.07% of the portfolio, ranked #6.

Clark & Stuart Inc first reported a position in SJM in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.58M in Q1 2025. 174 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Clark & Stuart Inc held 71,850 shares of J.M. Smucker worth $8.08M as of Q2 2026.
  • Clark & Stuart Inc bought 3,918 J.M. Smucker shares in Q2 2026, an estimated $399K.
  • J.M. Smucker made up 5.07% of Clark & Stuart Inc's portfolio in Q2 2026, its #6 holding.
  • Clark & Stuart Inc first reported a position in J.M. Smucker in Q4 2024 and has held it in 7 quarters since.
  • Clark & Stuart Inc's J.M. Smucker position peaked at $8.58M in Q1 2025.
  • 174 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Clark & Stuart Inc's 13F filing for Q2 2026, filed 14 Jul 2026.