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Cromwell Holdings’s J.M. Smucker SJM Stock Holding History

Cromwell Holdings’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 		$2.25K Buy
20
+1
+5% +$102 ﹤0.01% 820
2026
Q1 		$1.83K Sell
19
-230
-92% -$24.1K ﹤0.01% 734
2025
Q4 		$24.4K Buy
249
+133
+115% +$13.7K 0.01% 550
2025
Q3 		$12.6K Buy
+116
New +$12.6K 0.01% 599
2025
Q2 		– Sell
-102
Closed -$12.1K – 1019
2025
Q1 		$12.1K Sell
102
-121
-54% -$13.1K 0.01% 576
2024
Q4 		$24.6K Sell
223
-8
-3% -$920 0.01% 565
2024
Q3 		$28K Buy
231
+80
+53% +$9.43K 0.02% 545
2024
Q2 		$16.5K Buy
+151
New +$17.1K 0.01% 576

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
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Cromwell Holdings's SJM Position: Q2 2026 in Review

Cromwell Holdings increased its J.M. Smucker (SJM) stake by 5.3% in Q2 2026, buying an estimated $102 and bringing the position to 20 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #820.

Cromwell Holdings first reported a position in SJM in Q2 2024 and has held it in 8 quarters since. The position peaked at $28K in Q3 2024. 169 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Cromwell Holdings held 20 shares of J.M. Smucker worth $2.25K as of Q2 2026.
  • Cromwell Holdings bought 1 J.M. Smucker share in Q2 2026, an estimated $102.
  • J.M. Smucker made up ﹤0.01% of Cromwell Holdings's portfolio in Q2 2026, its #820 holding.
  • Cromwell Holdings first reported a position in J.M. Smucker in Q2 2024 and has held it in 8 quarters since.
  • Cromwell Holdings's J.M. Smucker position peaked at $28K in Q3 2024.
  • 169 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Cromwell Holdings's 13F filing for Q2 2026, filed 14 Jul 2026.