Meriwether Wealth & Planning’s J.M. Smucker SJM Stock Holding History

Meriwether Wealth & Planning’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	$9.39K	Buy	+79	New	+$9.5K	﹤0.01%	427

Other funds holding SJM

RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

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

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Meriwether Wealth & Planning's SJM Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in J.M. Smucker (SJM) in Q3 2026: 79 shares worth $9.39K. The stake represents ﹤0.01% of the portfolio and ranks #427 among its holdings.

294 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

Meriwether Wealth & Planning held 79 shares of J.M. Smucker worth $9.39K as of Q3 2026.
J.M. Smucker was a new Meriwether Wealth & Planning position in Q3 2026.
J.M. Smucker made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #427 holding.
294 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.