Holos Integrated Wealth
SJM icon

Holos Integrated Wealth’s J.M. Smucker SJM Stock Holding History

Holos Integrated Wealth’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 		$3.68K Hold
29
– – ﹤0.01% 323
2026
Q2 		$3.28K Hold
29
– – ﹤0.01% 323
2026
Q1 		$2.73K Hold
29
– – ﹤0.01% 330
2025
Q4 		$2.8K Hold
29
– – ﹤0.01% 262
2025
Q3 		$3.04K Hold
29
– – ﹤0.01% 255
2025
Q2 		$3.21K Hold
29
– – ﹤0.01% 254
2025
Q1 		$3.43K Hold
29
– – ﹤0.01% 251
2024
Q4 		$3.19K Buy
+29
New +$3.34K ﹤0.01% 257

Other funds holding SJM

RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

Holos Integrated Wealth's SJM Position: Q3 2026 in Review

Holos Integrated Wealth held its J.M. Smucker (SJM) position steady in Q3 2026 at 29 shares worth $3.68K. The position accounts for ﹤0.01% of the portfolio, ranked #323.

Holos Integrated Wealth first reported a position in SJM in Q4 2024 and has held it in 8 quarters since. 210 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Holos Integrated Wealth held 29 shares of J.M. Smucker worth $3.68K as of Q3 2026.
  • Holos Integrated Wealth left its J.M. Smucker share count unchanged in Q3 2026.
  • J.M. Smucker made up ﹤0.01% of Holos Integrated Wealth's portfolio in Q3 2026, its #323 holding.
  • Holos Integrated Wealth first reported a position in J.M. Smucker in Q4 2024 and has held it in 8 quarters since.
  • 210 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.