Merit Financial Group’s J.M. Smucker SJM Stock Holding History

Merit Financial 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 Q2	$1.01M	Buy	8,937 +4,533	+103%	+$462K	0.01%	1071
2026 Q1	$425K	Buy	4,404 +864	+24%	+$90.5K	﹤0.01%	1459
2025 Q4	$346K	Sell	3,540 -2,648	-43%	-$274K	﹤0.01%	1479
2025 Q3	$672K	Buy	6,188 +3,047	+97%	+$331K	0.01%	1029
2025 Q2	$308K	Buy	3,141 +1,426	+83%	+$157K	﹤0.01%	1327
2025 Q1	$203K	Buy	+1,715	New	+$185K	﹤0.01%	1303
2023 Q3	–	Sell	-1,392	Closed	-$206K	–	782
2023 Q2	$206K	Sell	1,392 -119	-8%	-$18.2K	0.01%	700
2023 Q1	$238K	Sell	1,511 -105	-6%	-$15.9K	0.01%	562
2022 Q4	$256K	Buy	1,616 +19	+1%	+$2.83K	0.01%	578
2022 Q3	$219K	Sell	1,597 -799	-33%	-$109K	0.01%	506
2022 Q2	$307K	Buy	2,396 +825	+53%	+$110K	0.01%	448
2022 Q1	$213K	Buy	+1,571	New	+$214K	0.01%	356
2018 Q1	–	Sell	-2,431	Closed	-$302K	–	122
2017 Q4	$302K	Buy	+2,431	New	+$270K	0.06%	86

Other funds holding SJM

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

CSI

Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return

SCA

Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

TIM

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IIM

Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return

Merit Financial Group's SJM Position: Q2 2026 in Review

Merit Financial Group increased its J.M. Smucker (SJM) stake by 103% in Q2 2026, buying an estimated $462K and bringing the position to 8,937 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #1071.

Merit Financial Group first reported a position in SJM in Q4 2017 and has held it in 13 quarters since. 142 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Merit Financial Group held 8,937 shares of J.M. Smucker worth $1.01M as of Q2 2026.
Merit Financial Group bought 4,533 J.M. Smucker shares in Q2 2026, an estimated $462K.
J.M. Smucker made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #1071 holding.
Merit Financial Group first reported a position in J.M. Smucker in Q4 2017 and has held it in 13 quarters since.
142 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.