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Mascoma Wealth Management’s J.M. Smucker SJM Stock Holding History

Mascoma Wealth Management’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 		– Sell
-1
Closed -$113 – 649
2026
Q2 		$113 Sell
1
-15
-94% -$1.53K ﹤0.01% 598
2026
Q1 		$1.54K Buy
16
+4
+33% +$419 ﹤0.01% 453
2025
Q4 		$1.17K Buy
+12
New +$1.24K ﹤0.01% 451

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

Mascoma Wealth Management's SJM Position: Q3 2026 in Review

Mascoma Wealth Management sold out of J.M. Smucker (SJM) in Q3 2026, closing a stake of 1 share — an estimated $113 sold.

Mascoma Wealth Management first reported a position in SJM in Q4 2025 and held it in 3 quarters. The position peaked at $1.54K in Q1 2026. 210 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Mascoma Wealth Management reported no remaining J.M. Smucker position as of Q3 2026 after selling out during the quarter.
  • Mascoma Wealth Management sold 1 J.M. Smucker share in Q3 2026, an estimated $113.
  • Mascoma Wealth Management first reported a position in J.M. Smucker in Q4 2025 and held it in 3 quarters.
  • Mascoma Wealth Management's J.M. Smucker position peaked at $1.54K in Q1 2026.
  • 210 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

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