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GHP Investment Advisors’s J.M. Smucker SJM Stock Holding History

GHP Investment 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 		$4.29M Buy
38,158
+991
+3% +$101K 0.16% 165
2026
Q1 		$3.58M Buy
37,167
+428
+1% +$44.8K 0.15% 175
2025
Q4 		$3.59M Sell
36,739
-18
-0% -$1.86K 0.15% 174
2025
Q3 		$3.99M Buy
36,757
+534
+1% +$58K 0.17% 160
2025
Q2 		$3.56M Sell
36,223
-636
-2% -$69.9K 0.16% 170
2025
Q1 		$4.36M Sell
36,859
-1,678
-4% -$181K 0.21% 154
2024
Q4 		$4.24M Sell
38,537
-2,982
-7% -$343K 0.2% 164
2024
Q3 		$5.03M Buy
41,519
+1,348
+3% +$159K 0.23% 150
2024
Q2 		$4.38M Buy
40,171
+3,522
+10% +$399K 0.22% 156
2024
Q1 		$4.61M Buy
36,649
+2,659
+8% +$337K 0.23% 153
2023
Q4 		$4.3M Sell
33,990
-5,837
-15% -$676K 0.23% 151
2023
Q3 		$4.51M Buy
39,827
+1,276
+3% +$181K 0.27% 127
2023
Q2 		$5.7M Buy
38,551
+2,908
+8% +$444K 0.33% 106
2023
Q1 		$5.61M Buy
35,643
+1,757
+5% +$267K 0.36% 101
2022
Q4 		$5.37M Buy
33,886
+6,979
+26% +$1.04M 0.36% 107
2022
Q3 		$3.7M Buy
26,907
+6,610
+33% +$901K 0.28% 128
2022
Q2 		$2.6M Buy
20,297
+3,668
+22% +$489K 0.19% 175
2022
Q1 		$2.25M Buy
16,629
+4,114
+33% +$561K 0.15% 203
2021
Q4 		$1.7M Buy
12,515
+9,100
+266% +$1.16M 0.12% 194
2021
Q3 		$410K Buy
+3,415
New +$434K 0.03% 246

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

GHP Investment Advisors's SJM Position: Q2 2026 in Review

GHP Investment Advisors increased its J.M. Smucker (SJM) stake by 2.7% in Q2 2026, buying an estimated $101K and bringing the position to 38,158 shares worth $4.29M. The position accounts for 0.16% of the portfolio, ranked #165.

GHP Investment Advisors first reported a position in SJM in Q3 2021 and has held it in 20 quarters since. The position peaked at $5.7M in Q2 2023. 341 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • GHP Investment Advisors held 38,158 shares of J.M. Smucker worth $4.29M as of Q2 2026.
  • GHP Investment Advisors bought 991 J.M. Smucker shares in Q2 2026, an estimated $101K.
  • J.M. Smucker made up 0.16% of GHP Investment Advisors's portfolio in Q2 2026, its #165 holding.
  • GHP Investment Advisors first reported a position in J.M. Smucker in Q3 2021 and has held it in 20 quarters since.
  • GHP Investment Advisors's J.M. Smucker position peaked at $5.7M in Q2 2023.
  • 341 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.