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

Summit Financial 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	$203K	Buy	+1,800	New	+$183K	0.03%	218

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Summit Financial Wealth Advisors's SJM Position: Q2 2026 in Review

Summit Financial Wealth Advisors opened a new position in J.M. Smucker (SJM) in Q2 2026: 1,800 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings.

115 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Summit Financial Wealth Advisors held 1,800 shares of J.M. Smucker worth $203K as of Q2 2026.
J.M. Smucker was a new Summit Financial Wealth Advisors position in Q2 2026.
J.M. Smucker made up 0.03% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #218 holding.
115 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.