Inlet Private Wealth
SJM icon

Inlet Private Wealth’s J.M. Smucker SJM Stock Holding History

Inlet Private 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 		$2.04M Hold
17,180
– – 0.5% 60
2026
Q2 		$1.93M Buy
17,180
+3,150
+22% +$321K 0.47% 63
2026
Q1 		$1.35M Buy
14,030
+3,685
+36% +$386K 0.35% 74
2025
Q4 		$1.01M Sell
10,345
-1,500
-13% -$155K 0.23% 78
2025
Q3 		$1.29M Buy
11,845
+50
+0.4% +$5.43K 0.29% 78
2025
Q2 		$1.16M Buy
+11,795
New +$1.3M 0.28% 81

Other funds holding SJM

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
Clark & Stuart Inc
Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Inlet Private Wealth's SJM Position: Q3 2026 in Review

Inlet Private Wealth held its J.M. Smucker (SJM) position steady in Q3 2026 at 17,180 shares worth $2.04M. The position accounts for 0.5% of the portfolio, ranked #60.

Inlet Private Wealth first reported a position in SJM in Q2 2025 and has held it in 6 quarters since. 161 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Inlet Private Wealth held 17,180 shares of J.M. Smucker worth $2.04M as of Q3 2026.
  • Inlet Private Wealth left its J.M. Smucker share count unchanged in Q3 2026.
  • J.M. Smucker made up 0.5% of Inlet Private Wealth's portfolio in Q3 2026, its #60 holding.
  • Inlet Private Wealth first reported a position in J.M. Smucker in Q2 2025 and has held it in 6 quarters since.
  • 161 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Inlet Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.