FFA
SJM icon

Farther Finance Advisors’s J.M. Smucker SJM Stock Holding History

Farther Finance 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 		$1.14M Sell
9,562
-3,363
-26% -$405K 0.01% 1053
2026
Q2 		$1.45M Buy
12,925
+7,084
+121% +$722K 0.01% 888
2026
Q1 		$558K Buy
5,841
+1,235
+27% +$129K 0.01% 1322
2025
Q4 		$450K Sell
4,606
-1,926
-29% -$199K ﹤0.01% 1381
2025
Q3 		$709K Buy
6,532
+478
+8% +$51.9K 0.01% 898
2025
Q2 		$594K Buy
6,054
+3,131
+107% +$344K 0.01% 829
2025
Q1 		$346K Buy
2,923
+1,554
+114% +$168K 0.01% 963
2024
Q4 		$151K Sell
1,369
-677
-33% -$77.9K 0.01% 1124
2024
Q3 		$248K Buy
2,046
+450
+28% +$53K 0.01% 910
2024
Q2 		$176K Buy
1,596
+92
+6% +$10.4K 0.01% 895
2024
Q1 		$188K Sell
1,504
-56
-4% -$7.09K 0.01% 709
2023
Q4 		$197K Buy
1,560
+463
+42% +$53.6K 0.01% 558
2023
Q3 		$135K Sell
1,097
-122
-10% -$17.3K 0.02% 472
2023
Q2 		$180K Buy
1,219
+193
+19% +$29.4K 0.04% 330
2023
Q1 		$161K Sell
1,026
-32
-3% -$4.86K 0.05% 292
2022
Q4 		$168K Buy
+1,058
New +$158K 0.07% 249

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
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Farther Finance Advisors's SJM Position: Q3 2026 in Review

Farther Finance Advisors reduced its J.M. Smucker (SJM) stake by 26% in Q3 2026, selling an estimated $405K and leaving 9,562 shares worth $1.14M. The position accounts for 0.01% of the portfolio, ranked #1053.

Farther Finance Advisors first reported a position in SJM in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.45M in Q2 2026. 31 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Farther Finance Advisors held 9,562 shares of J.M. Smucker worth $1.14M as of Q3 2026.
  • Farther Finance Advisors sold 3,363 J.M. Smucker shares in Q3 2026, an estimated $405K.
  • J.M. Smucker made up 0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #1053 holding.
  • Farther Finance Advisors first reported a position in J.M. Smucker in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's J.M. Smucker position peaked at $1.45M in Q2 2026.
  • 31 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.