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Cyndeo Wealth Partners’s J.M. Smucker SJM Stock Holding History

Cyndeo Wealth Partners’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
Q1 		$8.68M Buy
90,011
+14,217
+19% +$1.49M 0.46% 75
2025
Q4 		$7.41M Sell
75,794
-2,485
-3% -$257K 0.4% 72
2025
Q3 		$8.5M Buy
+78,279
New +$8.5M 0.47% 61

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cyndeo Wealth Partners's SJM Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its J.M. Smucker (SJM) stake by 19% in Q1 2026, buying an estimated $1.49M and bringing the position to 90,011 shares worth $8.68M. The position accounts for 0.46% of the portfolio, ranked #75.

Cyndeo Wealth Partners first reported a position in SJM in Q3 2025 and has held it in 3 quarters since. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Cyndeo Wealth Partners held 90,011 shares of J.M. Smucker worth $8.68M as of Q1 2026.
  • Cyndeo Wealth Partners bought 14,217 J.M. Smucker shares in Q1 2026, an estimated $1.49M.
  • J.M. Smucker made up 0.46% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #75 holding.
  • Cyndeo Wealth Partners first reported a position in J.M. Smucker in Q3 2025 and has held it in 3 quarters since.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.