Moisand Fitzgerald Tamayo’s J.M. Smucker SJM Stock Holding History

Moisand Fitzgerald Tamayo’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	$15K	Hold	133	–	–	﹤0.01%	320
2026 Q1	$12.8K	Hold	133	–	–	﹤0.01%	317
2025 Q4	$13K	Sell	133 -3	-2%	-$310	﹤0.01%	318
2025 Q3	$14.8K	Hold	136	–	–	﹤0.01%	307
2025 Q2	$13.4K	Hold	136	–	–	﹤0.01%	319
2025 Q1	$16.1K	Hold	136	–	–	﹤0.01%	291
2024 Q4	$15K	Hold	136	–	–	﹤0.01%	292
2024 Q3	$16.5K	Buy	136 +3	+2%	+$353	﹤0.01%	298
2024 Q2	$14.5K	Hold	133	–	–	﹤0.01%	275
2024 Q1	$16.7K	Hold	133	–	–	﹤0.01%	269
2023 Q4	$16.8K	Sell	133 -156	-54%	-$18.1K	﹤0.01%	276
2023 Q3	$35.5K	Hold	289	–	–	0.01%	208
2023 Q2	$42.7K	Hold	289	–	–	0.01%	189
2023 Q1	$45.5K	Hold	289	–	–	0.01%	189
2022 Q4	$45.8K	Buy	289 +18	+7%	+$2.68K	0.01%	179
2022 Q3	$37K	Buy	271 +17	+7%	+$2.32K	0.01%	181
2022 Q2	$33K	Buy	+254	New	+$33.9K	0.01%	188
2022 Q1	–	Sell	-254	Closed	-$34K	–	642
2021 Q4	$34K	Hold	254	–	–	0.01%	171
2021 Q3	$30K	Hold	254	–	–	0.01%	173
2021 Q2	$33K	Hold	254	–	–	0.01%	174
2021 Q1	$32K	Hold	254	–	–	0.01%	149
2020 Q4	$29K	Hold	254	–	–	0.01%	151
2020 Q3	$29K	Hold	254	–	–	0.02%	144
2020 Q2	$27K	Hold	254	–	–	0.01%	137
2020 Q1	$28K	Hold	254	–	–	0.02%	135
2019 Q4	$26K	Hold	254	–	–	0.01%	150
2019 Q3	$28K	Hold	254	–	–	0.02%	146
2019 Q2	$29K	Hold	254	–	–	0.02%	138
2019 Q1	$30K	Hold	254	–	–	0.02%	144
2018 Q4	$24K	Hold	254	–	–	0.02%	147
2018 Q3	$26K	Hold	254	–	–	0.01%	154
2018 Q2	$27K	Hold	254	–	–	0.02%	145
2018 Q1	$31K	Hold	254	–	–	0.02%	143
2017 Q4	$32K	Hold	254	–	–	0.02%	125
2017 Q3	$27K	Buy	+254	New	+$29K	0.02%	144
2016 Q2	–	Sell	-254	Closed	-$33K	–	174
2016 Q1	$33K	Hold	254	–	–	0.03%	107
2015 Q4	$31K	Buy	+254	New	+$30.3K	0.03%	107

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

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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

Moisand Fitzgerald Tamayo's SJM Position: Q2 2026 in Review

Moisand Fitzgerald Tamayo held its J.M. Smucker (SJM) position steady in Q2 2026 at 133 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #320.

Moisand Fitzgerald Tamayo first reported a position in SJM in Q4 2015 and has held it in 37 quarters since. The position peaked at $45.8K in Q4 2022. 161 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Moisand Fitzgerald Tamayo held 133 shares of J.M. Smucker worth $15K as of Q2 2026.
Moisand Fitzgerald Tamayo left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up ﹤0.01% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #320 holding.
Moisand Fitzgerald Tamayo first reported a position in J.M. Smucker in Q4 2015 and has held it in 37 quarters since.
Moisand Fitzgerald Tamayo's J.M. Smucker position peaked at $45.8K in Q4 2022.
161 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.