Mather Group
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Mather Group’s J.M. Smucker SJM Stock Holding History

Mather 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 		$197K Sell
1,660
-71
-4% -$8.54K ﹤0.01% 794
2026
Q2 		$195K Buy
1,731
+749
+76% +$76.3K ﹤0.01% 773
2026
Q1 		$94.7K Buy
+982
New +$103K ﹤0.01% 903
2025
Q4 		– Sell
-907
Closed -$98.5K – 1483
2025
Q3 		$98.5K Buy
+907
New +$98.5K ﹤0.01% 774
2025
Q2 		– Sell
-1,519
Closed -$180K – 1537
2025
Q1 		$180K Sell
1,519
-91
-6% -$9.8K ﹤0.01% 621
2024
Q4 		$177K Sell
1,610
-172
-10% -$19.8K ﹤0.01% 607
2024
Q3 		$216K Sell
1,782
-801
-31% -$94.4K ﹤0.01% 547
2024
Q2 		$325K Buy
2,583
+200
+8% +$22.6K ﹤0.01% 510
2024
Q1 		$301K Sell
2,383
-2
-0.1% -$253 ﹤0.01% 442
2023
Q4 		$301K Sell
2,385
-571
-19% -$66.2K ﹤0.01% 454
2023
Q3 		$363K Sell
2,956
-4,609
-61% -$655K 0.01% 399
2023
Q2 		$1.12M Sell
7,565
-947
-11% -$144K 0.02% 212
2023
Q1 		$1.34M Buy
8,512
+2,657
+45% +$404K 0.02% 181
2022
Q4 		$928K Buy
5,855
+667
+13% +$99.4K 0.02% 221
2022
Q3 		$713K Buy
+5,188
New +$707K 0.02% 239

Other funds holding SJM

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
Clark & Stuart Inc
Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Mather Group's SJM Position: Q3 2026 in Review

Mather Group reduced its J.M. Smucker (SJM) stake by 4.1% in Q3 2026, selling an estimated $8.54K and leaving 1,660 shares worth $197K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

Mather Group first reported a position in SJM in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.34M in Q1 2023. 161 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Mather Group held 1,660 shares of J.M. Smucker worth $197K as of Q3 2026.
  • Mather Group sold 71 J.M. Smucker shares in Q3 2026, an estimated $8.54K.
  • J.M. Smucker made up ﹤0.01% of Mather Group's portfolio in Q3 2026, its #794 holding.
  • Mather Group first reported a position in J.M. Smucker in Q3 2022 and has held it in 15 quarters since.
  • Mather Group's J.M. Smucker position peaked at $1.34M in Q1 2023.
  • 161 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.