GI
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GAMMA Investing’s J.M. Smucker SJM Stock Holding History

GAMMA Investing’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 		$477K Buy
4,013
+836
+26% +$101K 0.02% 723
2026
Q2 		$357K Buy
3,177
+905
+40% +$92.2K 0.01% 843
2026
Q1 		$219K Buy
2,272
+1,213
+115% +$127K 0.01% 1046
2025
Q4 		$104K Sell
1,059
-1,297
-55% -$134K 0.01% 1550
2025
Q3 		$256K Sell
2,356
-391
-14% -$42.5K 0.01% 823
2025
Q2 		$270K Buy
2,747
+33
+1% +$3.63K 0.02% 727
2025
Q1 		$321K Sell
2,714
-998
-27% -$108K 0.02% 572
2024
Q4 		$409K Sell
3,712
-137
-4% -$15.8K 0.03% 428
2024
Q3 		$466K Buy
3,849
+1,282
+50% +$151K 0.05% 350
2024
Q2 		$280K Buy
2,567
+1,151
+81% +$130K 0.04% 406
2024
Q1 		$178K Hold
1,416
– – 0.04% 424
2023
Q4 		$186K Buy
+1,416
New +$164K 0.05% 323

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
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

GAMMA Investing's SJM Position: Q3 2026 in Review

GAMMA Investing increased its J.M. Smucker (SJM) stake by 26% in Q3 2026, buying an estimated $101K and bringing the position to 4,013 shares worth $477K. The position accounts for 0.02% of the portfolio, ranked #723.

GAMMA Investing first reported a position in SJM in Q4 2023 and has held it in 12 quarters since. 31 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • GAMMA Investing held 4,013 shares of J.M. Smucker worth $477K as of Q3 2026.
  • GAMMA Investing bought 836 J.M. Smucker shares in Q3 2026, an estimated $101K.
  • J.M. Smucker made up 0.02% of GAMMA Investing's portfolio in Q3 2026, its #723 holding.
  • GAMMA Investing first reported a position in J.M. Smucker in Q4 2023 and has held it in 12 quarters since.
  • 31 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on GAMMA Investing's 13F filing for Q3 2026, filed 8 Oct 2026.