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 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

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

CSI

Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CoreCap Advisors's SJM Position: Q2 2026 in Review

CoreCap Advisors reduced its J.M. Smucker (SJM) stake by 0.43% in Q2 2026, selling an estimated $1.32K and leaving 3,041 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #668.

CoreCap Advisors first reported a position in SJM in Q4 2021 and has held it in 12 quarters since. The position peaked at $400K in Q1 2024. 174 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

CoreCap Advisors held 3,041 shares of J.M. Smucker worth $342K as of Q2 2026.
CoreCap Advisors sold 13 J.M. Smucker shares in Q2 2026, an estimated $1.32K.
J.M. Smucker made up 0.01% of CoreCap Advisors's portfolio in Q2 2026, its #668 holding.
CoreCap Advisors first reported a position in J.M. Smucker in Q4 2021 and has held it in 12 quarters since.
CoreCap Advisors's J.M. Smucker position peaked at $400K in Q1 2024.
174 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.