Gimbal Financial’s J.M. Smucker SJM Stock Holding History

Gimbal Financial’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	$4.11M	Buy	+34,605	New	+$4.16M	2.39%	15

Other funds holding SJM

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Gimbal Financial's SJM Position: Q3 2026 in Review

Gimbal Financial opened a new position in J.M. Smucker (SJM) in Q3 2026: 34,605 shares worth $4.11M. The stake represents 2.39% of the portfolio and ranks #15 among its holdings.

342 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

Gimbal Financial held 34,605 shares of J.M. Smucker worth $4.11M as of Q3 2026.
J.M. Smucker was a new Gimbal Financial position in Q3 2026.
J.M. Smucker made up 2.39% of Gimbal Financial's portfolio in Q3 2026, its #15 holding.
342 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Gimbal Financial's 13F filing for Q3 2026, filed 19 Oct 2026.