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Financial Management Professionals’s J.M. Smucker SJM Stock Holding History

Financial Management Professionals’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 		$675 Buy
+6
New +$611 ﹤0.01% 927
2016
Q4 		– Sell
-1
Closed – – 321
2016
Q3 		$0 Buy
+1
New +$147 ﹤0.01% 409

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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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

Financial Management Professionals's SJM Position: Q2 2026 in Review

Financial Management Professionals opened a new position in J.M. Smucker (SJM) in Q2 2026: 6 shares worth $675. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in SJM as recently as Q3 2016.

Financial Management Professionals first reported a position in SJM in Q3 2016 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Financial Management Professionals held 6 shares of J.M. Smucker worth $675 as of Q2 2026.
  • J.M. Smucker was a new Financial Management Professionals position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #927 holding.
  • Financial Management Professionals first reported a position in J.M. Smucker in Q3 2016 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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