Eastern Bank’s J.M. Smucker SJM Stock Holding History

Eastern Bank’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	$27.6K	Hold	232	–	–	﹤0.01%	738
2026 Q2	$26.1K	Sell	232 -101	-30%	-$10.3K	﹤0.01%	723
2026 Q1	$32.1K	Buy	333 +2	+0.6%	+$209	﹤0.01%	643
2025 Q4	$32.4K	Hold	331	–	–	﹤0.01%	644
2025 Q3	$35.9K	Hold	331	–	–	﹤0.01%	619
2025 Q2	$32.5K	Hold	331	–	–	﹤0.01%	610
2025 Q1	$39.2K	Hold	331	–	–	﹤0.01%	578
2024 Q4	$36.5K	Hold	331	–	–	﹤0.01%	604
2024 Q3	$40.1K	Buy	+331	New	+$39K	﹤0.01%	586

Other funds holding SJM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Eastern Bank's SJM Position: Q3 2026 in Review

Eastern Bank held its J.M. Smucker (SJM) position steady in Q3 2026 at 232 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #738.

Eastern Bank first reported a position in SJM in Q3 2024 and has held it in 9 quarters since. The position peaked at $40.1K in Q3 2024. 31 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

Eastern Bank held 232 shares of J.M. Smucker worth $27.6K as of Q3 2026.
Eastern Bank left its J.M. Smucker share count unchanged in Q3 2026.
J.M. Smucker made up ﹤0.01% of Eastern Bank's portfolio in Q3 2026, its #738 holding.
Eastern Bank first reported a position in J.M. Smucker in Q3 2024 and has held it in 9 quarters since.
Eastern Bank's J.M. Smucker position peaked at $40.1K in Q3 2024.
31 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Eastern Bank's 13F filing for Q3 2026, filed 5 Oct 2026.