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Gilpin Wealth Management’s J.M. Smucker SJM Stock Holding History

Gilpin Wealth Management’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 		$1.67K Hold
14
– – ﹤0.01% 625
2026
Q2 		$1.57K Hold
14
– – ﹤0.01% 454
2026
Q1 		$1.35K Hold
14
– – ﹤0.01% 443
2025
Q4 		$1.37K Buy
+14
New +$1.45K ﹤0.01% 410

Other funds holding SJM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
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
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Gilpin Wealth Management's SJM Position: Q3 2026 in Review

Gilpin Wealth Management held its J.M. Smucker (SJM) position steady in Q3 2026 at 14 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Gilpin Wealth Management first reported a position in SJM in Q4 2025 and has held it in 4 quarters since. 33 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Gilpin Wealth Management held 14 shares of J.M. Smucker worth $1.67K as of Q3 2026.
  • Gilpin Wealth Management left its J.M. Smucker share count unchanged in Q3 2026.
  • J.M. Smucker made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #625 holding.
  • Gilpin Wealth Management first reported a position in J.M. Smucker in Q4 2025 and has held it in 4 quarters since.
  • 33 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.