Financial Management Professionals
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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
Q3 		$713 Hold
6
– – ﹤0.01% 899
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

RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Financial Management Professionals's SJM Position: Q3 2026 in Review

Financial Management Professionals held its J.M. Smucker (SJM) position steady in Q3 2026 at 6 shares worth $713. The position accounts for ﹤0.01% of the portfolio, ranked #899.

Financial Management Professionals first reported a position in SJM in Q3 2016 and has held it in 3 quarters since. 210 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Financial Management Professionals held 6 shares of J.M. Smucker worth $713 as of Q3 2026.
  • Financial Management Professionals left its J.M. Smucker share count unchanged in Q3 2026.
  • J.M. Smucker made up ﹤0.01% of Financial Management Professionals's portfolio in Q3 2026, its #899 holding.
  • Financial Management Professionals first reported a position in J.M. Smucker in Q3 2016 and has held it in 3 quarters since.
  • 210 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Financial Management Professionals's 13F filing for Q3 2026, filed 23 Oct 2026.