HWAM
SJM icon

Hennion & Walsh Asset Management’s J.M. Smucker SJM Stock Holding History

Hennion & Walsh Asset 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
Q2 		$295K Sell
2,621
-139
-5% -$14.2K 0.01% 853
2026
Q1 		$266K Sell
2,760
-3,204
-54% -$336K 0.01% 850
2025
Q4 		$583K Sell
5,964
-158
-3% -$16.3K 0.02% 667
2025
Q3 		$665K Sell
6,122
-2,007
-25% -$218K 0.02% 626
2025
Q2 		$798K Buy
8,129
+508
+7% +$55.9K 0.03% 546
2025
Q1 		$902K Sell
7,621
-1,653
-18% -$179K 0.04% 493
2024
Q4 		$1.02M Buy
9,274
+825
+10% +$94.9K 0.05% 463
2024
Q3 		$1.02M Sell
8,449
-1,723
-17% -$203K 0.05% 446
2024
Q2 		$1.11M Buy
10,172
+126
+1% +$14.3K 0.06% 401
2024
Q1 		$1.26M Sell
10,046
-612
-6% -$77.5K 0.07% 365
2023
Q4 		$1.35M Sell
10,658
-813
-7% -$94.2K 0.08% 333
2023
Q3 		$1.41M Sell
11,471
-1,064
-8% -$151K 0.09% 277
2023
Q2 		$1.85M Buy
12,535
+457
+4% +$69.7K 0.11% 228
2023
Q1 		$1.9M Buy
12,078
+814
+7% +$124K 0.12% 217
2022
Q4 		$1.78M Buy
11,264
+1,739
+18% +$259K 0.11% 224
2022
Q3 		$1.31M Buy
9,525
+1,739
+22% +$237K 0.09% 267
2022
Q2 		$997K Buy
7,786
+1,001
+15% +$133K 0.06% 311
2022
Q1 		$919K Buy
6,785
+202
+3% +$27.5K 0.05% 364
2021
Q4 		$894K Sell
6,583
-122
-2% -$15.6K 0.04% 390
2021
Q3 		$805K Buy
6,705
+283
+4% +$36K 0.04% 404
2021
Q2 		$832K Buy
6,422
+128
+2% +$17K 0.04% 403
2021
Q1 		$796K Buy
+6,294
New +$743K 0.05% 408

Other funds holding SJM

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 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
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
CSI
Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Hennion & Walsh Asset Management's SJM Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its J.M. Smucker (SJM) stake by 5% in Q2 2026, selling an estimated $14.2K and leaving 2,621 shares worth $295K. The position accounts for 0.01% of the portfolio, ranked #853.

Hennion & Walsh Asset Management first reported a position in SJM in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.9M in Q1 2023. 173 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Hennion & Walsh Asset Management held 2,621 shares of J.M. Smucker worth $295K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 139 J.M. Smucker shares in Q2 2026, an estimated $14.2K.
  • J.M. Smucker made up 0.01% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #853 holding.
  • Hennion & Walsh Asset Management first reported a position in J.M. Smucker in Q1 2021 and has held it in 22 quarters since.
  • Hennion & Walsh Asset Management's J.M. Smucker position peaked at $1.9M in Q1 2023.
  • 173 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.