CoreCap Advisors’s J.M. Smucker SJM Stock Holding History

CoreCap Advisors’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	$348K	Sell	2,930 -111	-4%	-$13.4K	0.01%	658
2026 Q2	$342K	Sell	3,041 -13	-0.4%	-$1.32K	0.01%	668
2026 Q1	$295K	Hold	3,054	–	–	0.01%	660
2025 Q4	$299K	Buy	3,054 +12	+0.4%	+$1.24K	0.01%	654
2025 Q3	$330K	Buy	3,042 +26	+0.9%	+$2.82K	0.01%	648
2025 Q2	$296K	Sell	3,016 -38	-1%	-$4.18K	0.01%	638
2025 Q1	$362K	Buy	3,054 +47	+2%	+$5.08K	0.02%	535
2024 Q4	$331K	Sell	3,007 -52	-2%	-$5.98K	0.02%	565
2024 Q3	$370K	Buy	+3,059	New	+$360K	0.02%	530
2024 Q2	–	Sell	-3,176	Closed	-$400K	–	2426
2024 Q1	$400K	Buy	+3,176	New	+$402K	0.02%	438
2022 Q4	$59.3K	Buy	+374	New	+$55.7K	﹤0.01%	930
2022 Q3	–	Sell	-508	Closed	-$65K	–	1823
2022 Q2	$65K	Buy	+508	New	+$67.7K	0.01%	854
2022 Q1	–	Sell	-1,251	Closed	-$170K	–	1822
2021 Q4	$170K	Buy	+1,251	New	+$160K	0.01%	569

Other funds holding SJM

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

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

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 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 $1.81B AUM 23.74% 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

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

CoreCap Advisors's SJM Position: Q3 2026 in Review

CoreCap Advisors reduced its J.M. Smucker (SJM) stake by 3.7% in Q3 2026, selling an estimated $13.4K and leaving 2,930 shares worth $348K. The position accounts for 0.01% of the portfolio, ranked #658.

CoreCap Advisors first reported a position in SJM in Q4 2021 and has held it in 13 quarters since. The position peaked at $400K in Q1 2024. 183 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

CoreCap Advisors held 2,930 shares of J.M. Smucker worth $348K as of Q3 2026.
CoreCap Advisors sold 111 J.M. Smucker shares in Q3 2026, an estimated $13.4K.
J.M. Smucker made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #658 holding.
CoreCap Advisors first reported a position in J.M. Smucker in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's J.M. Smucker position peaked at $400K in Q1 2024.
183 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.