Elevated Capital Advisors
SJM icon

Elevated Capital Advisors’s J.M. Smucker SJM Stock Holding History

Elevated Capital Advisors’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 		$11.8K Sell
99
-491
-83% -$59.1K ﹤0.01% 449
2026
Q2 		$66.4K Sell
590
-51
-8% -$5.2K 0.02% 318
2026
Q1 		$61.8K Buy
641
+559
+682% +$58.5K 0.02% 323
2025
Q4 		$8.02K Buy
+82
New +$8.48K ﹤0.01% 467

Other funds holding SJM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Elevated Capital Advisors's SJM Position: Q3 2026 in Review

Elevated Capital Advisors reduced its J.M. Smucker (SJM) stake by 83% in Q3 2026, selling an estimated $59.1K and leaving 99 shares worth $11.8K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Elevated Capital Advisors first reported a position in SJM in Q4 2025 and has held it in 4 quarters since. The position peaked at $66.4K in Q2 2026. 477 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Elevated Capital Advisors held 99 shares of J.M. Smucker worth $11.8K as of Q3 2026.
  • Elevated Capital Advisors sold 491 J.M. Smucker shares in Q3 2026, an estimated $59.1K.
  • J.M. Smucker made up ﹤0.01% of Elevated Capital Advisors's portfolio in Q3 2026, its #449 holding.
  • Elevated Capital Advisors first reported a position in J.M. Smucker in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's J.M. Smucker position peaked at $66.4K in Q2 2026.
  • 477 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.