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Nova Wealth Management’s J.M. Smucker SJM Stock Holding History

Nova Wealth Management’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 		$14.6K Sell
130
-25
-16% -$2.55K 0.01% 356
2026
Q1 		$14.9K Hold
155
– – 0.01% 332
2025
Q4 		$15.2K Sell
155
-20
-11% -$2.07K 0.01% 315
2025
Q3 		$19K Sell
175
-84
-32% -$9.12K 0.01% 302
2025
Q2 		$25.4K Buy
+259
New +$28.5K 0.02% 287

Other funds holding SJM

DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Nova Wealth Management's SJM Position: Q2 2026 in Review

Nova Wealth Management reduced its J.M. Smucker (SJM) stake by 16% in Q2 2026, selling an estimated $2.55K and leaving 130 shares worth $14.6K. The position accounts for 0.01% of the portfolio, ranked #356.

Nova Wealth Management first reported a position in SJM in Q2 2025 and has held it in 5 quarters since. The position peaked at $25.4K in Q2 2025. 115 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Nova Wealth Management held 130 shares of J.M. Smucker worth $14.6K as of Q2 2026.
  • Nova Wealth Management sold 25 J.M. Smucker shares in Q2 2026, an estimated $2.55K.
  • J.M. Smucker made up 0.01% of Nova Wealth Management's portfolio in Q2 2026, its #356 holding.
  • Nova Wealth Management first reported a position in J.M. Smucker in Q2 2025 and has held it in 5 quarters since.
  • Nova Wealth Management's J.M. Smucker position peaked at $25.4K in Q2 2025.
  • 115 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Nova Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.