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LRI Investments’s J.M. Smucker SJM Stock Holding History

LRI Investments’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 		$1.01K Buy
+9
New +$917 ﹤0.01% 1374

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LRI Investments's SJM Position: Q2 2026 in Review

LRI Investments opened a new position in J.M. Smucker (SJM) in Q2 2026: 9 shares worth $1.01K. The stake represents ﹤0.01% of the portfolio and ranks #1374 among its holdings.

347 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • LRI Investments held 9 shares of J.M. Smucker worth $1.01K as of Q2 2026.
  • J.M. Smucker was a new LRI Investments position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1374 holding.
  • 347 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.