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Global Wealth Strategies & Associates’s J.M. Smucker SJM Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-100
Closed -$9.64K – 396
2026
Q1 		$9.64K Hold
100
– – ﹤0.01% 317
2025
Q4 		$9.78K Buy
+100
New +$10.3K ﹤0.01% 317

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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Global Wealth Strategies & Associates's SJM Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 100 shares — an estimated $9.64K sold.

Global Wealth Strategies & Associates first reported a position in SJM in Q4 2025 and held it in 2 quarters. The position peaked at $9.78K in Q4 2025. 266 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 100 J.M. Smucker shares in Q2 2026, an estimated $9.64K.
  • Global Wealth Strategies & Associates first reported a position in J.M. Smucker in Q4 2025 and held it in 2 quarters.
  • Global Wealth Strategies & Associates's J.M. Smucker position peaked at $9.78K in Q4 2025.
  • 266 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.