Larson Financial Group
SJM icon

Larson Financial Group’s J.M. Smucker SJM Stock Holding History

Larson Financial Group’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 		$330K Buy
2,777
+2,166
+355% +$261K 0.01% 757
2026
Q2 		$68.7K Buy
611
+131
+27% +$13.3K ﹤0.01% 1373
2026
Q1 		$46.3K Buy
480
+2
+0.4% +$209 ﹤0.01% 1397
2025
Q4 		$46.7K Sell
478
-211
-31% -$21.8K ﹤0.01% 1260
2025
Q3 		$74.8K Buy
689
+476
+223% +$51.7K ﹤0.01% 1012
2025
Q2 		$20.9K Buy
213
+12
+6% +$1.32K ﹤0.01% 1473
2025
Q1 		$23.8K Buy
201
+60
+43% +$6.48K ﹤0.01% 1298
2024
Q4 		$15.6K Buy
141
+52
+58% +$5.98K ﹤0.01% 1317
2024
Q3 		$10.8K Buy
89
+69
+345% +$8.13K ﹤0.01% 1453
2024
Q2 		$2.2K Buy
+20
New +$2.26K ﹤0.01% 1584
2024
Q1 		– Sell
-5
Closed -$675 – 1888
2023
Q4 		$675 Hold
5
– – ﹤0.01% 1535
2023
Q3 		$652 Sell
5
-71
-93% -$10.1K ﹤0.01% 1549
2023
Q2 		$11.3K Buy
76
+3
+4% +$458 ﹤0.01% 894
2023
Q1 		$11.5K Hold
73
– – ﹤0.01% 885
2022
Q4 		$11.6K Hold
73
– – ﹤0.01% 822
2022
Q3 		$10K Buy
73
+71
+3,550% +$9.7K ﹤0.01% 798
2022
Q2 		$0 Hold
2
– – ﹤0.01% 1290
2022
Q1 		$0 Hold
2
– – ﹤0.01% 1150
2021
Q4 		$0 Sell
2
-3
-60% -$383 ﹤0.01% 1165
2021
Q3 		$1K Hold
5
– – ﹤0.01% 849
2021
Q2 		$1K Hold
5
– – ﹤0.01% 787
2021
Q1 		$1K Buy
+5
New +$590 ﹤0.01% 794

Other funds holding SJM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 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

Larson Financial Group's SJM Position: Q3 2026 in Review

Larson Financial Group increased its J.M. Smucker (SJM) stake by 355% in Q3 2026, buying an estimated $261K and bringing the position to 2,777 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #757.

Larson Financial Group first reported a position in SJM in Q1 2021 and has held it in 22 quarters since. 477 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Larson Financial Group held 2,777 shares of J.M. Smucker worth $330K as of Q3 2026.
  • Larson Financial Group bought 2,166 J.M. Smucker shares in Q3 2026, an estimated $261K.
  • J.M. Smucker made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #757 holding.
  • Larson Financial Group first reported a position in J.M. Smucker in Q1 2021 and has held it in 22 quarters since.
  • 477 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.