Matthew Hamilton Rosenberg’s J.M. Smucker SJM Stock Holding History

Matthew Hamilton Rosenberg’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	$12.5K	Hold	105	–	–	﹤0.01%	614
2026 Q2	$11.8K	Hold	105	–	–	﹤0.01%	607
2026 Q1	$10.1K	Hold	105	–	–	﹤0.01%	610
2025 Q4	$10.3K	Sell	105 -145	-58%	-$15K	﹤0.01%	625
2025 Q3	$27.1K	Sell	250 -120	-32%	-$13K	0.01%	497
2025 Q2	$36.3K	Hold	370	–	–	0.01%	485
2025 Q1	$43.8K	Hold	370	–	–	0.01%	444
2024 Q4	$40.7K	Sell	370 -293	-44%	-$33.7K	0.01%	448
2024 Q3	$80.3K	Hold	663	–	–	0.02%	357
2024 Q2	$73.3K	Hold	663	–	–	0.02%	356
2024 Q1	$82.7K	Hold	663	–	–	0.02%	346
2023 Q4	$83.8K	Hold	663	–	–	0.03%	340
2023 Q3	$81.5K	Hold	663	–	–	0.03%	332
2023 Q2	$97.9K	Buy	663 +1	+0.2%	+$153	0.03%	298
2023 Q1	$104K	Hold	662	–	–	0.03%	300
2022 Q4	$105K	Hold	662	–	–	0.04%	295
2022 Q3	$91K	Hold	662	–	–	0.04%	308
2022 Q2	$87K	Hold	662	–	–	0.03%	330
2022 Q1	$90K	Hold	662	–	–	0.03%	330
2021 Q4	$90K	Hold	662	–	–	0.03%	321
2021 Q3	$79K	Hold	662	–	–	0.03%	320
2021 Q2	$86K	Hold	662	–	–	0.04%	287
2021 Q1	$84K	Buy	662 +225	+51%	+$26.6K	0.05%	278
2020 Q4	$51K	Buy	+437	New	+$50.8K	0.03%	327

Other funds holding SJM

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

TFA

Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return

DCM

Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

PAW

Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Exeter Financial Scottsdale, Arizona $265M AUM 17.36% 1-Year Est. Return

Matthew Hamilton Rosenberg's SJM Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its J.M. Smucker (SJM) position steady in Q3 2026 at 105 shares worth $12.5K. The position accounts for ﹤0.01% of the portfolio, ranked #614.

Matthew Hamilton Rosenberg first reported a position in SJM in Q4 2020 and has held it in 24 quarters since. The position peaked at $105K in Q4 2022. 31 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

Matthew Hamilton Rosenberg held 105 shares of J.M. Smucker worth $12.5K as of Q3 2026.
Matthew Hamilton Rosenberg left its J.M. Smucker share count unchanged in Q3 2026.
J.M. Smucker made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #614 holding.
Matthew Hamilton Rosenberg first reported a position in J.M. Smucker in Q4 2020 and has held it in 24 quarters since.
Matthew Hamilton Rosenberg's J.M. Smucker position peaked at $105K in Q4 2022.
31 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.