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Prospera Financial Services’s J.M. Smucker SJM Stock Holding History

Prospera Financial Services’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 		$236K Buy
+2,091
New +$213K ﹤0.01% 1338
2025
Q4 		– Sell
-2,403
Closed -$261K – 1433
2025
Q3 		$261K Sell
2,403
-1,067
-31% -$116K ﹤0.01% 1193
2025
Q2 		$341K Sell
3,470
-263
-7% -$28.9K 0.01% 1057
2025
Q1 		$443K Sell
3,733
-146
-4% -$15.8K 0.01% 827
2024
Q4 		$428K Sell
3,879
-648
-14% -$74.5K 0.01% 801
2024
Q3 		$549K Sell
4,527
-107
-2% -$12.6K 0.01% 692
2024
Q2 		$506K Buy
4,634
+51
+1% +$5.77K 0.01% 705
2024
Q1 		$577K Sell
4,583
-207
-4% -$26.2K 0.02% 660
2023
Q4 		$605K Sell
4,790
-2,746
-36% -$318K 0.02% 600
2023
Q3 		$927K Sell
7,536
-179
-2% -$25.4K 0.04% 434
2023
Q2 		$1.14M Sell
7,715
-131
-2% -$20K 0.04% 385
2023
Q1 		$1.24M Sell
7,846
-27
-0.3% -$4.1K 0.05% 364
2022
Q4 		$1.25M Sell
7,873
-3,612
-31% -$538K 0.06% 305
2022
Q3 		$1.58M Sell
11,485
-77
-0.7% -$10.5K 0.08% 271
2022
Q2 		$1.48M Buy
11,562
+3,504
+43% +$467K 0.08% 296
2022
Q1 		$1.09M Buy
8,058
+443
+6% +$60.4K 0.05% 406
2021
Q4 		$1.03M Sell
7,615
-473
-6% -$60.3K 0.04% 404
2021
Q3 		$971K Sell
8,088
-215
-3% -$27.3K 0.05% 381
2021
Q2 		$1.08M Buy
8,303
+819
+11% +$109K 0.05% 360
2021
Q1 		$948K Buy
7,484
+545
+8% +$64.3K 0.06% 352
2020
Q4 		$803K Buy
6,939
+6,880
+11,661% +$800K 0.06% 333
2020
Q3 		$7K Sell
59
-6,669
-99% -$743K ﹤0.01% 1217
2020
Q2 		$712K Buy
6,728
+22
+0.3% +$2.47K 0.06% 293
2020
Q1 		$744K Sell
6,706
-2,284
-25% -$244K 0.08% 239
2019
Q4 		$936K Buy
8,990
+1,820
+25% +$193K 0.07% 269
2019
Q3 		$789K Buy
7,170
+4,281
+148% +$477K 0.08% 213
2019
Q2 		$333K Buy
+2,889
New +$353K 0.04% 379
2016
Q3 		– Sell
-2,611
Closed -$398K – 408
2016
Q2 		$398K Buy
2,611
+1,041
+66% +$138K 0.08% 206
2016
Q1 		$204K Buy
+1,570
New +$198K 0.05% 301

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

Prospera Financial Services's SJM Position: Q2 2026 in Review

Prospera Financial Services opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,091 shares worth $236K. The stake represents ﹤0.01% of the portfolio and ranks #1338 among its holdings. This is a return to the name: Prospera Financial Services previously reported a position in SJM as recently as Q3 2025.

Prospera Financial Services first reported a position in SJM in Q1 2016 and has held it in 29 quarters since. The position peaked at $1.58M in Q3 2022. 115 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Prospera Financial Services held 2,091 shares of J.M. Smucker worth $236K as of Q2 2026.
  • J.M. Smucker was a new Prospera Financial Services position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1338 holding.
  • Prospera Financial Services first reported a position in J.M. Smucker in Q1 2016 and has held it in 29 quarters since.
  • Prospera Financial Services's J.M. Smucker position peaked at $1.58M in Q3 2022.
  • 115 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.