Cyndeo Wealth Partners
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
Q3 		$10.3M Sell
86,925
-8,180
-9% -$984K 0.47% 61
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

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Vest Financial
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Deroy & Devereaux Private Investment Counsel
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Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Cyndeo Wealth Partners's SJM Position: Q3 2026 in Review

Cyndeo Wealth Partners reduced its J.M. Smucker (SJM) stake by 8.6% in Q3 2026, selling an estimated $984K and leaving 86,925 shares worth $10.3M. The position accounts for 0.47% of the portfolio, ranked #61.

Cyndeo Wealth Partners first reported a position in SJM in Q3 2025 and has held it in 5 quarters since. The position peaked at $10.7M in Q2 2026. 258 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Cyndeo Wealth Partners held 86,925 shares of J.M. Smucker worth $10.3M as of Q3 2026.
  • Cyndeo Wealth Partners sold 8,180 J.M. Smucker shares in Q3 2026, an estimated $984K.
  • J.M. Smucker made up 0.47% of Cyndeo Wealth Partners's portfolio in Q3 2026, its #61 holding.
  • Cyndeo Wealth Partners first reported a position in J.M. Smucker in Q3 2025 and has held it in 5 quarters since.
  • Cyndeo Wealth Partners's J.M. Smucker position peaked at $10.7M in Q2 2026.
  • 258 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.