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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
Q3 		$45.5K Buy
383
+280
+272% +$33.7K 0.01% 419
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

GI
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EF
Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

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

Elevation Wealth Partners increased its J.M. Smucker (SJM) stake by 272% in Q3 2026, buying an estimated $33.7K and bringing the position to 383 shares worth $45.5K. The position accounts for 0.01% of the portfolio, ranked #419.

Elevation Wealth Partners first reported a position in SJM in Q1 2026 and has held it in 3 quarters since. 31 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Elevation Wealth Partners held 383 shares of J.M. Smucker worth $45.5K as of Q3 2026.
  • Elevation Wealth Partners bought 280 J.M. Smucker shares in Q3 2026, an estimated $33.7K.
  • J.M. Smucker made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #419 holding.
  • Elevation Wealth Partners first reported a position in J.M. Smucker in Q1 2026 and has held it in 3 quarters since.
  • 31 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.