Patton Fund Management’s J.M. Smucker SJM Stock Holding History

Patton Fund 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	–	Sell	-2,405	Closed	-$232K	–	407
2026 Q1	$232K	Buy	2,405 +212	+10%	+$22.2K	0.04%	378
2025 Q4	$214K	Buy	2,193 +124	+6%	+$12.8K	0.03%	429
2025 Q3	$225K	Hold	2,069	–	–	0.04%	358
2025 Q2	$203K	Buy	+2,069	New	+$227K	0.04%	459
2023 Q2	–	Sell	-10,462	Closed	-$1.65M	–	100
2023 Q1	$1.65M	Buy	10,462 +9,076	+655%	+$1.38M	0.47%	54
2022 Q4	$220K	Buy	+1,386	New	+$206K	0.06%	102

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

Patton Fund Management's SJM Position: Q2 2026 in Review

Patton Fund Management sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 2,405 shares — an estimated $232K sold.

Patton Fund Management first reported a position in SJM in Q4 2022 and held it in 6 quarters. The position peaked at $1.65M in Q1 2023. 159 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Patton Fund Management reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Patton Fund Management sold 2,405 J.M. Smucker shares in Q2 2026, an estimated $232K.
Patton Fund Management first reported a position in J.M. Smucker in Q4 2022 and held it in 6 quarters.
Patton Fund Management's J.M. Smucker position peaked at $1.65M in Q1 2023.
159 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Patton Fund Management's 13F filing for Q2 2026, filed 13 Jul 2026.