Moller Wealth Partners’s J.M. Smucker SJM Stock Holding History

Moller Wealth Partners’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	$200K	Buy	+1,778	New	+$181K	0.04%	75
2025 Q2	–	Sell	-1,778	Closed	-$211K	–	73
2025 Q1	$211K	Buy	+1,778	New	+$192K	0.05%	66
2024 Q4	–	Sell	-1,778	Closed	-$215K	–	67
2024 Q3	$215K	Buy	+1,778	New	+$209K	0.05%	64
2024 Q2	–	Sell	-1,778	Closed	-$224K	–	66
2024 Q1	$224K	Hold	1,778	–	–	0.06%	51
2023 Q4	$225K	Hold	1,778	–	–	0.06%	49
2023 Q3	$219K	Hold	1,778	–	–	0.07%	46
2023 Q2	$263K	Hold	1,778	–	–	0.08%	42
2023 Q1	$280K	Hold	1,778	–	–	0.09%	40
2022 Q4	$282K	Hold	1,778	–	–	0.09%	42
2022 Q3	$244K	Hold	1,778	–	–	0.09%	40
2022 Q2	$228K	Hold	1,778	–	–	0.08%	45
2022 Q1	$241K	Hold	1,778	–	–	0.07%	46
2021 Q4	$241K	Hold	1,778	–	–	0.08%	44
2021 Q3	$213K	Hold	1,778	–	–	0.07%	46
2021 Q2	$230K	Hold	1,778	–	–	0.08%	45
2021 Q1	$225K	Hold	1,778	–	–	0.08%	46
2020 Q4	$206K	Hold	1,778	–	–	0.09%	50
2020 Q3	$205K	Buy	+1,778	New	+$198K	0.09%	39
2019 Q4	–	Sell	-1,978	Closed	-$218K	–	49
2019 Q3	$218K	Buy	1,978 +200	+11%	+$22.3K	0.11%	47
2019 Q2	$205K	Hold	1,778	–	–	0.11%	50
2019 Q1	$207K	Buy	+1,778	New	+$186K	0.09%	52
2018 Q2	–	Sell	-1,778	Closed	-$220K	–	42
2018 Q1	$220K	Hold	1,778	–	–	0.1%	40
2017 Q4	$221K	Buy	+1,778	New	+$198K	0.08%	46
2017 Q3	–	Sell	-1,778	Closed	-$210K	–	48
2017 Q2	$210K	Hold	1,778	–	–	0.09%	46
2017 Q1	$233K	Hold	1,778	–	–	0.1%	42
2016 Q4	$228K	Hold	1,778	–	–	0.11%	40
2016 Q3	$241K	Hold	1,778	–	–	0.11%	42
2016 Q2	$271K	Hold	1,778	–	–	0.13%	37
2016 Q1	$231K	Hold	1,778	–	–	0.14%	36
2015 Q4	$219K	Sell	1,778 -3	-0.2%	-$358	0.12%	40
2015 Q3	$203K	Buy	+1,781	New	+$199K	0.19%	35
2015 Q2	–	Sell	-1,781	Closed	-$206K	–	45
2015 Q1	$206K	Buy	+1,781	New	+$195K	0.1%	43

Other funds holding SJM

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

DLA

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

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

Moller Wealth Partners's SJM Position: Q2 2026 in Review

Moller Wealth Partners opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,778 shares worth $200K. The stake represents 0.04% of the portfolio and ranks #75 among its holdings. This is a return to the name: Moller Wealth Partners previously reported a position in SJM as recently as Q1 2025.

Moller Wealth Partners first reported a position in SJM in Q1 2015 and has held it in 32 quarters since. The position peaked at $282K in Q4 2022. 279 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Moller Wealth Partners held 1,778 shares of J.M. Smucker worth $200K as of Q2 2026.
J.M. Smucker was a new Moller Wealth Partners position in Q2 2026.
J.M. Smucker made up 0.04% of Moller Wealth Partners's portfolio in Q2 2026, its #75 holding.
Moller Wealth Partners first reported a position in J.M. Smucker in Q1 2015 and has held it in 32 quarters since.
Moller Wealth Partners's J.M. Smucker position peaked at $282K in Q4 2022.
279 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Moller Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.