McCarter Private Wealth Services
SJM icon

McCarter Private Wealth Services’s J.M. Smucker SJM Stock Holding History

McCarter Private Wealth Services’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 		$517K Sell
4,344
-20
-0.5% -$2.41K 0.18% 108
2026
Q2 		$491K Buy
4,364
+726
+20% +$73.9K 0.17% 111
2026
Q1 		$351K Buy
3,638
+665
+22% +$69.6K 0.15% 119
2025
Q4 		$291K Buy
+2,973
New +$307K 0.13% 131

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

McCarter Private Wealth Services's SJM Position: Q3 2026 in Review

McCarter Private Wealth Services reduced its J.M. Smucker (SJM) stake by 0.46% in Q3 2026, selling an estimated $2.41K and leaving 4,344 shares worth $517K. The position accounts for 0.18% of the portfolio, ranked #108.

McCarter Private Wealth Services first reported a position in SJM in Q4 2025 and has held it in 4 quarters since. 210 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • McCarter Private Wealth Services held 4,344 shares of J.M. Smucker worth $517K as of Q3 2026.
  • McCarter Private Wealth Services sold 20 J.M. Smucker shares in Q3 2026, an estimated $2.41K.
  • J.M. Smucker made up 0.18% of McCarter Private Wealth Services's portfolio in Q3 2026, its #108 holding.
  • McCarter Private Wealth Services first reported a position in J.M. Smucker in Q4 2025 and has held it in 4 quarters since.
  • 210 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.