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Everhart Financial Group’s J.M. Smucker SJM Stock Holding History

Everhart Financial Group’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 		$1.08M Buy
9,615
+2,489
+35% +$254K 0.07% 153
2026
Q1 		$687K Buy
+7,126
New +$746K 0.06% 224
2025
Q4 		– Sell
-3,758
Closed -$408K – 439
2025
Q3 		$408K Buy
3,758
+399
+12% +$43.3K 0.04% 276
2025
Q2 		$330K Buy
3,359
+242
+8% +$26.6K 0.04% 278
2025
Q1 		$369K Buy
3,117
+832
+36% +$89.8K 0.05% 251
2024
Q4 		$252K Sell
2,285
-47
-2% -$5.41K 0.05% 277
2024
Q3 		$282K Buy
2,332
+398
+21% +$46.9K 0.06% 268
2024
Q2 		$211K Buy
1,934
+317
+20% +$35.9K 0.05% 281
2024
Q1 		$204K Buy
+1,617
New +$205K 0.06% 264

Other funds holding SJM

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
CSI
Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Everhart Financial Group's SJM Position: Q2 2026 in Review

Everhart Financial Group increased its J.M. Smucker (SJM) stake by 35% in Q2 2026, buying an estimated $254K and bringing the position to 9,615 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #153.

Everhart Financial Group first reported a position in SJM in Q1 2024 and has held it in 9 quarters since. 142 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Everhart Financial Group held 9,615 shares of J.M. Smucker worth $1.08M as of Q2 2026.
  • Everhart Financial Group bought 2,489 J.M. Smucker shares in Q2 2026, an estimated $254K.
  • J.M. Smucker made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #153 holding.
  • Everhart Financial Group first reported a position in J.M. Smucker in Q1 2024 and has held it in 9 quarters since.
  • 142 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.