Cornerstone Wealth Management’s J.M. Smucker SJM Stock Holding History

Cornerstone Wealth Management’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	$776K	Buy	6,524 +381	+6%	+$45.8K	0.03%	385
2026 Q2	$691K	Buy	6,143 +785	+15%	+$80K	0.03%	415
2026 Q1	$517K	Buy	5,358 +350	+7%	+$36.6K	0.03%	444
2025 Q4	$490K	Buy	5,008 +945	+23%	+$97.7K	0.03%	429
2025 Q3	$441K	Buy	4,063 +1,046	+35%	+$114K	0.02%	443
2025 Q2	$296K	Buy	+3,017	New	+$332K	0.02%	516
2019 Q2	–	Sell	-357	Closed	-$236K	–	483
2019 Q1	$236K	Buy	+357	New	+$37.3K	0.03%	454

Other funds holding SJM

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

Cornerstone Wealth Management's SJM Position: Q3 2026 in Review

Cornerstone Wealth Management increased its J.M. Smucker (SJM) stake by 6.2% in Q3 2026, buying an estimated $45.8K and bringing the position to 6,524 shares worth $776K. The position accounts for 0.03% of the portfolio, ranked #385.

Cornerstone Wealth Management first reported a position in SJM in Q1 2019 and has held it in 7 quarters since. 574 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

Cornerstone Wealth Management held 6,524 shares of J.M. Smucker worth $776K as of Q3 2026.
Cornerstone Wealth Management bought 381 J.M. Smucker shares in Q3 2026, an estimated $45.8K.
J.M. Smucker made up 0.03% of Cornerstone Wealth Management's portfolio in Q3 2026, its #385 holding.
Cornerstone Wealth Management first reported a position in J.M. Smucker in Q1 2019 and has held it in 7 quarters since.
574 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.