CWP
SJM icon

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
Q2 		$10.7M Buy
95,105
+5,094
+6% +$519K 0.5% 64
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cyndeo Wealth Partners's SJM Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its J.M. Smucker (SJM) stake by 5.7% in Q2 2026, buying an estimated $519K and bringing the position to 95,105 shares worth $10.7M. The position accounts for 0.5% of the portfolio, ranked #64.

Cyndeo Wealth Partners first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Cyndeo Wealth Partners held 95,105 shares of J.M. Smucker worth $10.7M as of Q2 2026.
  • Cyndeo Wealth Partners bought 5,094 J.M. Smucker shares in Q2 2026, an estimated $519K.
  • J.M. Smucker made up 0.5% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #64 holding.
  • Cyndeo Wealth Partners first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.