SlateStone Wealth’s J.M. Smucker SJM Stock Holding History

SlateStone Wealth’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	$529K	Buy	4,700 +150	+3%	+$15.3K	0.04%	218
2026 Q1	$439K	Buy	4,550 +495	+12%	+$51.8K	0.04%	225
2025 Q4	$397K	Hold	4,055	–	–	0.03%	234
2025 Q3	$440K	Buy	4,055 +25	+0.6%	+$2.71K	0.04%	220
2025 Q2	$396K	Hold	4,030	–	–	0.04%	225
2025 Q1	$477K	Buy	4,030 +710	+21%	+$76.7K	0.05%	208
2024 Q4	$366K	Sell	3,320 -670	-17%	-$77.1K	0.04%	226
2024 Q3	$483K	Hold	3,990	–	–	0.04%	210
2024 Q2	$435K	Buy	3,990 +154	+4%	+$17.4K	0.05%	214
2024 Q1	$483K	Buy	+3,836	New	+$486K	0.05%	204

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

SlateStone Wealth's SJM Position: Q2 2026 in Review

SlateStone Wealth increased its J.M. Smucker (SJM) stake by 3.3% in Q2 2026, buying an estimated $15.3K and bringing the position to 4,700 shares worth $529K. The position accounts for 0.04% of the portfolio, ranked #218.

SlateStone Wealth first reported a position in SJM in Q1 2024 and has held it in 10 quarters since. 182 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

SlateStone Wealth held 4,700 shares of J.M. Smucker worth $529K as of Q2 2026.
SlateStone Wealth bought 150 J.M. Smucker shares in Q2 2026, an estimated $15.3K.
J.M. Smucker made up 0.04% of SlateStone Wealth's portfolio in Q2 2026, its #218 holding.
SlateStone Wealth first reported a position in J.M. Smucker in Q1 2024 and has held it in 10 quarters since.
182 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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