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MassMutual Private Wealth & Trust’s J.M. Smucker SJM Stock Holding History

MassMutual Private Wealth & Trust’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 		$12.6K Sell
112
-71
-39% -$7.23K ﹤0.01% 1295
2026
Q1 		$17.6K Sell
183
-86
-32% -$9.01K ﹤0.01% 1138
2025
Q4 		$26.3K Sell
269
-66
-20% -$6.82K ﹤0.01% 1008
2025
Q3 		$36.4K Sell
335
-65
-16% -$7.06K ﹤0.01% 902
2025
Q2 		$39.3K Sell
400
-35
-8% -$3.85K ﹤0.01% 861
2025
Q1 		$51.5K Sell
435
-76
-15% -$8.21K ﹤0.01% 725
2024
Q4 		$56.3K Sell
511
-28
-5% -$3.22K ﹤0.01% 717
2024
Q3 		$65.3K Sell
539
-67
-11% -$7.89K ﹤0.01% 601
2024
Q2 		$66.1K Sell
606
-292
-33% -$33K ﹤0.01% 590
2024
Q1 		$113K Buy
898
+289
+47% +$36.6K ﹤0.01% 455
2023
Q4 		$77K Buy
609
+478
+365% +$55.4K ﹤0.01% 513
2023
Q3 		$16.1K Sell
131
-114
-47% -$16.2K ﹤0.01% 860
2023
Q2 		$36.2K Buy
245
+58
+31% +$8.85K ﹤0.01% 623
2023
Q1 		$29.4K Buy
187
+70
+60% +$10.6K ﹤0.01% 629
2022
Q4 		$19K Buy
117
+6
+5% +$894 ﹤0.01% 652
2022
Q3 		$15K Buy
111
+86
+344% +$11.7K ﹤0.01% 655
2022
Q2 		$3K Buy
25
+12
+92% +$1.6K ﹤0.01% 1075
2022
Q1 		$2K Buy
13
+9
+225% +$1.23K ﹤0.01% 1198
2021
Q4 		$1K Hold
4
– – ﹤0.01% 1304
2021
Q3 		$0 Sell
4
-26
-87% -$3.31K ﹤0.01% 1327
2021
Q2 		$4K Buy
30
+26
+650% +$3.45K ﹤0.01% 906
2021
Q1 		$1K Sell
4
-2
-33% -$236 ﹤0.01% 1035
2020
Q4 		$1K Buy
+6
New +$697 ﹤0.01% 858
2019
Q4 		– Sell
-11
Closed -$1K – 887
2019
Q3 		$1K Buy
+11
New +$1.23K ﹤0.01% 828
2019
Q1 		– Sell
-17
Closed -$1.59K – 973
2018
Q4 		$1.59K Hold
17
– – ﹤0.01% 865
2018
Q3 		$1.74K Sell
17
-30
-64% -$3.28K ﹤0.01% 851
2018
Q2 		$5.05K Sell
47
-18
-28% -$2.02K ﹤0.01% 722
2018
Q1 		$8.06K Buy
65
+35
+117% +$4.37K ﹤0.01% 634
2017
Q4 		$3.73K Buy
+30
New +$3.33K ﹤0.01% 696
2016
Q1 		– Sell
-6
Closed -$756 – 901
2015
Q4 		$740 Buy
+6
New +$715 ﹤0.01% 738

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

MassMutual Private Wealth & Trust's SJM Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its J.M. Smucker (SJM) stake by 39% in Q2 2026, selling an estimated $7.23K and leaving 112 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1295.

MassMutual Private Wealth & Trust first reported a position in SJM in Q4 2015 and has held it in 30 quarters since. The position peaked at $113K in Q1 2024. 347 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • MassMutual Private Wealth & Trust held 112 shares of J.M. Smucker worth $12.6K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 71 J.M. Smucker shares in Q2 2026, an estimated $7.23K.
  • J.M. Smucker made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1295 holding.
  • MassMutual Private Wealth & Trust first reported a position in J.M. Smucker in Q4 2015 and has held it in 30 quarters since.
  • MassMutual Private Wealth & Trust's J.M. Smucker position peaked at $113K in Q1 2024.
  • 347 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.