Physician Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Physician Wealth Advisors’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	$4.95K	Buy	44 +24	+120%	+$2.44K	﹤0.01%	1100
2026 Q1	$1.93K	Buy	20 +6	+43%	+$628	﹤0.01%	1372
2025 Q4	$1.37K	Buy	14 +5	+56%	+$517	﹤0.01%	1460
2025 Q3	$978	Sell	9 -9	-50%	-$977	﹤0.01%	1589
2025 Q2	$1.77K	Buy	18 +9	+100%	+$989	﹤0.01%	1093
2025 Q1	$1.07K	Hold	9	–	–	﹤0.01%	1013
2024 Q4	$992	Buy	+9	New	+$1.03K	﹤0.01%	945

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

Physician Wealth Advisors's SJM Position: Q2 2026 in Review

Physician Wealth Advisors increased its J.M. Smucker (SJM) stake by 120% in Q2 2026, buying an estimated $2.44K and bringing the position to 44 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Physician Wealth Advisors first reported a position in SJM in Q4 2024 and has held it in 7 quarters since. 180 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Physician Wealth Advisors held 44 shares of J.M. Smucker worth $4.95K as of Q2 2026.
Physician Wealth Advisors bought 24 J.M. Smucker shares in Q2 2026, an estimated $2.44K.
J.M. Smucker made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1100 holding.
Physician Wealth Advisors first reported a position in J.M. Smucker in Q4 2024 and has held it in 7 quarters since.
180 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.