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Exeter Financial’s J.M. Smucker SJM Stock Holding History

Exeter Financial’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 		$456K Sell
4,053
-332
-8% -$33.8K 0.17% 79
2026
Q1 		$423K Sell
4,385
-214
-5% -$22.4K 0.17% 81
2025
Q4 		$450K Sell
4,599
-2,899
-39% -$300K 0.19% 76
2025
Q3 		$814K Sell
7,498
-41
-0.5% -$4.45K 0.35% 65
2025
Q2 		$740K Sell
7,539
-1,416
-16% -$156K 0.33% 67
2025
Q1 		$1.06M Buy
8,955
+2,775
+45% +$300K 0.48% 61
2024
Q4 		$680K Sell
6,180
-1,841
-23% -$212K 0.31% 66
2024
Q3 		$971K Sell
8,021
-1,387
-15% -$163K 0.43% 62
2024
Q2 		$1.03M Sell
9,408
-207
-2% -$23.4K 0.49% 60
2024
Q1 		$1.14M Buy
9,615
+2,841
+42% +$360K 0.53% 57
2023
Q4 		$889K Sell
6,774
-1,900
-22% -$220K 0.43% 62
2023
Q3 		$1.07M Buy
8,674
+482
+6% +$68.5K 0.56% 54
2023
Q2 		$1.21M Buy
8,192
+51
+0.6% +$7.78K 0.62% 53
2023
Q1 		$1.27M Sell
8,141
-240
-3% -$36.5K 0.64% 55
2022
Q4 		$1.33M Buy
8,381
+34
+0.4% +$5.07K 0.69% 53
2022
Q3 		$1.15M Buy
8,347
+133
+2% +$18.1K 0.67% 54
2022
Q2 		$1.05M Buy
8,214
+122
+2% +$16.3K 0.59% 57
2022
Q1 		$1.1M Buy
8,092
+165
+2% +$22.5K 0.59% 55
2021
Q4 		$1.14M Buy
7,927
+258
+3% +$32.9K 0.62% 54
2021
Q3 		$920K Buy
7,669
+108
+1% +$13.7K 0.55% 57
2021
Q2 		$981K Buy
7,561
+661
+10% +$87.8K 0.57% 60
2021
Q1 		$873K Buy
6,900
+442
+7% +$52.2K 0.55% 58
2020
Q4 		$747K Buy
6,458
+350
+6% +$40.7K 0.52% 58
2020
Q3 		$706K Buy
6,108
+49
+0.8% +$5.46K 0.55% 54
2020
Q2 		$641K Buy
6,059
+6
+0.1% +$674 0.53% 53
2020
Q1 		$672K Sell
6,053
-970
-14% -$104K 0.63% 51
2019
Q4 		$731K Sell
7,023
-456
-6% -$48.3K 0.57% 54
2019
Q3 		$823K Sell
7,479
-211
-3% -$23.5K 0.65% 53
2019
Q2 		$886K Buy
7,690
+38
+0.5% +$4.64K 0.74% 52
2019
Q1 		$891K Buy
7,652
+482
+7% +$50.4K 0.77% 50
2018
Q4 		$670K Buy
+7,170
New +$749K 0.63% 53

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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Exeter Financial's SJM Position: Q2 2026 in Review

Exeter Financial reduced its J.M. Smucker (SJM) stake by 7.6% in Q2 2026, selling an estimated $33.8K and leaving 4,053 shares worth $456K. The position accounts for 0.17% of the portfolio, ranked #79.

Exeter Financial first reported a position in SJM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.33M in Q4 2022. 285 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Exeter Financial held 4,053 shares of J.M. Smucker worth $456K as of Q2 2026.
  • Exeter Financial sold 332 J.M. Smucker shares in Q2 2026, an estimated $33.8K.
  • J.M. Smucker made up 0.17% of Exeter Financial's portfolio in Q2 2026, its #79 holding.
  • Exeter Financial first reported a position in J.M. Smucker in Q4 2018 and has held it in 31 quarters since.
  • Exeter Financial's J.M. Smucker position peaked at $1.33M in Q4 2022.
  • 285 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.