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 Q3	$8.5M	Sell	71,450 -400	-0.6%	-$48.1K	5.23%	6
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Clark & Stuart Inc's SJM Position: Q3 2026 in Review

Clark & Stuart Inc reduced its J.M. Smucker (SJM) stake by 0.56% in Q3 2026, selling an estimated $48.1K and leaving 71,450 shares worth $8.5M. The position accounts for 5.23% of the portfolio, ranked #6.

Clark & Stuart Inc first reported a position in SJM in Q4 2024 and has held it in 8 quarters since. The position peaked at $8.58M in Q1 2025. 151 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

Clark & Stuart Inc held 71,450 shares of J.M. Smucker worth $8.5M as of Q3 2026.
Clark & Stuart Inc sold 400 J.M. Smucker shares in Q3 2026, an estimated $48.1K.
J.M. Smucker made up 5.23% of Clark & Stuart Inc's portfolio in Q3 2026, its #6 holding.
Clark & Stuart Inc first reported a position in J.M. Smucker in Q4 2024 and has held it in 8 quarters since.
Clark & Stuart Inc's J.M. Smucker position peaked at $8.58M in Q1 2025.
151 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Clark & Stuart Inc's 13F filing for Q3 2026, filed 14 Oct 2026.