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

Elevation 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 		$11.6K Buy
103
+92
+836% +$9.37K ﹤0.01% 768
2026
Q1 		$1.06K Buy
+11
New +$1.15K ﹤0.01% 991

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Elevation Wealth Partners increased its J.M. Smucker (SJM) stake by 836% in Q2 2026, buying an estimated $9.37K and bringing the position to 103 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #768.

Elevation Wealth Partners first reported a position in SJM in Q1 2026 and has held it in 2 quarters since. 313 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Elevation Wealth Partners held 103 shares of J.M. Smucker worth $11.6K as of Q2 2026.
  • Elevation Wealth Partners bought 92 J.M. Smucker shares in Q2 2026, an estimated $9.37K.
  • J.M. Smucker made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #768 holding.
  • Elevation Wealth Partners first reported a position in J.M. Smucker in Q1 2026 and has held it in 2 quarters since.
  • 313 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.