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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
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

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
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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Farther Finance Advisors's SJM Position: Q2 2026 in Review

Farther Finance Advisors increased its J.M. Smucker (SJM) stake by 121% in Q2 2026, buying an estimated $722K and bringing the position to 12,925 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #888.

Farther Finance Advisors first reported a position in SJM in Q4 2022 and has held it in 15 quarters since. 115 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Farther Finance Advisors held 12,925 shares of J.M. Smucker worth $1.45M as of Q2 2026.
  • Farther Finance Advisors bought 7,084 J.M. Smucker shares in Q2 2026, an estimated $722K.
  • J.M. Smucker made up 0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #888 holding.
  • Farther Finance Advisors first reported a position in J.M. Smucker in Q4 2022 and has held it in 15 quarters since.
  • 115 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.