SMA

Sage Mountain Advisors’s J.M. Smucker SJM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$304K	Buy	+3,099	New	+$304K	0.02%	319
2025 Q1	–	Sell	-1,909	Closed	-$210K	–	517
2024 Q4	$210K	Buy	1,909 +37	+2%	+$4.07K	0.02%	363
2024 Q3	$227K	Buy	+1,872	New	+$227K	0.02%	359