CI
SJM icon

CX Institutional’s J.M. Smucker SJM Stock Holding History

CX Institutional’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 		$332K Buy
2,790
+264
+10% +$31.8K 0.01% 595
2026
Q2 		$284K Buy
2,526
+1,741
+222% +$177K 0.01% 655
2026
Q1 		$76K Sell
785
-413
-34% -$43.2K ﹤0.01% 900
2025
Q4 		$117K Buy
1,198
+127
+12% +$13.1K ﹤0.01% 826
2025
Q3 		$116K Buy
1,071
+621
+138% +$67.4K ﹤0.01% 803
2025
Q2 		$44K Sell
450
-1,427
-76% -$157K ﹤0.01% 876
2025
Q1 		$222K Buy
+1,877
New +$203K 0.01% 570
2022
Q3 		– Sell
-496
Closed -$64K – 1023
2022
Q2 		$64K Buy
+496
New +$66.1K ﹤0.01% 625
2021
Q4 		– Sell
-206
Closed -$25K – 809
2021
Q3 		$25K Sell
206
-5
-2% -$636 ﹤0.01% 705
2021
Q2 		$27K Buy
211
+35
+20% +$4.65K ﹤0.01% 683
2021
Q1 		$22K Buy
176
+36
+26% +$4.25K ﹤0.01% 660
2020
Q4 		$16K Buy
140
+51
+57% +$5.93K ﹤0.01% 661
2020
Q3 		$10K Buy
89
+42
+89% +$4.68K ﹤0.01% 674
2020
Q2 		$5K Buy
47
+27
+135% +$3.03K ﹤0.01% 674
2020
Q1 		$2K Buy
20
+2
+11% +$214 ﹤0.01% 690
2019
Q4 		$2K Sell
18
-16
-47% -$1.69K ﹤0.01% 684
2019
Q3 		$4K Buy
34
+3
+10% +$334 ﹤0.01% 635
2019
Q2 		$4K Buy
31
+4
+15% +$488 ﹤0.01% 665
2019
Q1 		$3K Buy
+27
New +$2.82K ﹤0.01% 648

Other funds holding SJM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

CX Institutional's SJM Position: Q3 2026 in Review

CX Institutional increased its J.M. Smucker (SJM) stake by 10% in Q3 2026, buying an estimated $31.8K and bringing the position to 2,790 shares worth $332K. The position accounts for 0.01% of the portfolio, ranked #595.

CX Institutional first reported a position in SJM in Q1 2019 and has held it in 19 quarters since. 38 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • CX Institutional held 2,790 shares of J.M. Smucker worth $332K as of Q3 2026.
  • CX Institutional bought 264 J.M. Smucker shares in Q3 2026, an estimated $31.8K.
  • J.M. Smucker made up 0.01% of CX Institutional's portfolio in Q3 2026, its #595 holding.
  • CX Institutional first reported a position in J.M. Smucker in Q1 2019 and has held it in 19 quarters since.
  • 38 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.