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Crossmark Global Holdings’s J.M. Smucker SJM Stock Holding History

Crossmark Global 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 		$502K Buy
4,462
+149
+3% +$15.2K 0.01% 861
2026
Q1 		$416K Sell
4,313
-53
-1% -$5.55K 0.01% 896
2025
Q4 		$427K Sell
4,366
-169
-4% -$17.5K 0.01% 898
2025
Q3 		$493K Buy
4,535
+2
+0% +$217 0.01% 904
2025
Q2 		$445K Sell
4,533
-370
-8% -$40.7K 0.01% 934
2025
Q1 		$581K Sell
4,903
-564
-10% -$60.9K 0.01% 818
2024
Q4 		$602K Sell
5,467
-573
-9% -$65.9K 0.01% 753
2024
Q3 		$731K Sell
6,040
-446
-7% -$52.5K 0.01% 708
2024
Q2 		$707K Sell
6,486
-464
-7% -$52.5K 0.01% 700
2024
Q1 		$875K Sell
6,950
-945
-12% -$120K 0.02% 657
2023
Q4 		$998K Sell
7,895
-1,188
-13% -$138K 0.02% 597
2023
Q3 		$1.05M Sell
9,083
-1,236
-12% -$176K 0.02% 560
2023
Q2 		$1.56M Sell
10,319
-290
-3% -$44.2K 0.03% 469
2023
Q1 		$1.67M Buy
10,609
+191
+2% +$29K 0.04% 452
2022
Q4 		$1.65M Sell
10,418
-221
-2% -$32.9K 0.04% 441
2022
Q3 		$1.46M Sell
10,639
-1,217
-10% -$166K 0.04% 448
2022
Q2 		$1.52M Sell
11,856
-870
-7% -$116K 0.04% 448
2022
Q1 		$1.72M Buy
12,726
+940
+8% +$128K 0.04% 464
2021
Q4 		$1.6M Sell
11,786
-240
-2% -$30.6K 0.03% 492
2021
Q3 		$1.44M Buy
12,026
+990
+9% +$126K 0.03% 492
2021
Q2 		$1.43M Sell
11,036
-410
-4% -$54.4K 0.03% 491
2021
Q1 		$1.45M Sell
11,446
-770
-6% -$90.9K 0.04% 469
2020
Q4 		$1.41M Sell
12,216
-4,048
-25% -$471K 0.04% 466
2020
Q3 		$1.88M Sell
16,264
-89
-0.5% -$9.92K 0.05% 357
2020
Q2 		$1.73M Buy
16,353
+2,389
+17% +$268K 0.05% 367
2020
Q1 		$1.55M Buy
13,964
+739
+6% +$79K 0.06% 343
2019
Q4 		$1.38M Sell
13,225
-1,389
-10% -$147K 0.04% 472
2019
Q3 		$1.61M Buy
14,614
+467
+3% +$52K 0.05% 419
2019
Q2 		$1.63M Buy
14,147
+1,292
+10% +$158K 0.05% 442
2019
Q1 		$1.5M Sell
12,855
-971
-7% -$101K 0.04% 457
2018
Q4 		$1.29M Buy
13,826
+1,628
+13% +$170K 0.04% 475
2018
Q3 		$1.25M Sell
12,198
-554
-4% -$60.5K 0.03% 526
2018
Q2 		$1.37M Buy
12,752
+50
+0.4% +$5.61K 0.04% 497
2018
Q1 		$1.57M Sell
12,702
-1,413
-10% -$176K 0.04% 484
2017
Q4 		$1.75M Buy
14,115
+2,108
+18% +$234K 0.04% 469
2017
Q3 		$1.26M Buy
+12,007
New +$1.37M 0.03% 544
2016
Q3 		$1.26M Buy
+12,007
New +$1.76M 0.03% 544

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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Crossmark Global Holdings's SJM Position: Q2 2026 in Review

Crossmark Global Holdings increased its J.M. Smucker (SJM) stake by 3.5% in Q2 2026, buying an estimated $15.2K and bringing the position to 4,462 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #861.

Crossmark Global Holdings first reported a position in SJM in Q3 2016 and has held it in 37 quarters since. The position peaked at $1.88M in Q3 2020. 115 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Crossmark Global Holdings held 4,462 shares of J.M. Smucker worth $502K as of Q2 2026.
  • Crossmark Global Holdings bought 149 J.M. Smucker shares in Q2 2026, an estimated $15.2K.
  • J.M. Smucker made up 0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #861 holding.
  • Crossmark Global Holdings first reported a position in J.M. Smucker in Q3 2016 and has held it in 37 quarters since.
  • Crossmark Global Holdings's J.M. Smucker position peaked at $1.88M in Q3 2020.
  • 115 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.