Marshall & Sterling Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Marshall & Sterling Wealth Advisors’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	–	Sell	-258	Closed	-$24.9K	–	351
2026 Q1	$24.9K	Buy	258 +3	+1%	+$314	0.02%	189
2025 Q4	$25K	Buy	255 +2	+0.8%	+$207	0.02%	184
2025 Q3	$27.4K	Buy	253 +2	+0.8%	+$217	0.02%	242
2025 Q2	$24.6K	Buy	251 +3	+1%	+$330	0.02%	242
2025 Q1	$29.3K	Buy	248 +2	+0.8%	+$216	0.02%	220
2024 Q4	$27K	Buy	+246	New	+$28.3K	0.02%	174

Other funds holding SJM

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's SJM Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 258 shares — an estimated $24.9K sold.

Marshall & Sterling Wealth Advisors first reported a position in SJM in Q4 2024 and held it in 6 quarters. The position peaked at $29.3K in Q1 2025. 174 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Marshall & Sterling Wealth Advisors reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Marshall & Sterling Wealth Advisors sold 258 J.M. Smucker shares in Q2 2026, an estimated $24.9K.
Marshall & Sterling Wealth Advisors first reported a position in J.M. Smucker in Q4 2024 and held it in 6 quarters.
Marshall & Sterling Wealth Advisors's J.M. Smucker position peaked at $29.3K in Q1 2025.
174 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.