SWP
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Significant Wealth Partners’s J.M. Smucker SJM Stock Holding History

Significant Wealth Partners’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 		$211K Buy
+1,877
New +$191K 0.23% 98
2024
Q4 		– Sell
-2,415
Closed -$293K – 118
2024
Q3 		$293K Buy
2,415
+265
+12% +$31.2K 0.15% 53
2024
Q2 		$234K Buy
+2,150
New +$243K 0.13% 58

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SCA
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TIM
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WCM
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PCM
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