Tompkins Financial’s J.M. Smucker SJM Stock Holding History

Tompkins Financial’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 Q3	$56.5K	Hold	475	–	–	﹤0.01%	325
2026 Q2	$53.4K	Buy	475 +140	+42%	+$14.3K	﹤0.01%	329
2026 Q1	$32.3K	Hold	335	–	–	﹤0.01%	354
2025 Q4	$32.8K	Buy	335 +100	+43%	+$10.3K	﹤0.01%	333
2025 Q3	$25.5K	Hold	235	–	–	﹤0.01%	370
2025 Q2	$23.1K	Hold	235	–	–	﹤0.01%	378
2025 Q1	$27.8K	Hold	235	–	–	﹤0.01%	376
2024 Q4	$25.9K	Hold	235	–	–	﹤0.01%	370
2024 Q3	$28.5K	Hold	235	–	–	﹤0.01%	389
2024 Q2	$25.6K	Hold	235	–	–	﹤0.01%	405
2024 Q1	$29.6K	Hold	235	–	–	﹤0.01%	400
2023 Q4	$29.7K	Hold	235	–	–	﹤0.01%	392
2023 Q3	$28.9K	Hold	235	–	–	﹤0.01%	372
2023 Q2	$34.7K	Hold	235	–	–	0.01%	363
2023 Q1	$37K	Hold	235	–	–	0.01%	361
2022 Q4	$37K	Hold	235	–	–	0.01%	363
2022 Q3	$32K	Hold	235	–	–	0.01%	373
2022 Q2	$30K	Hold	235	–	–	﹤0.01%	379
2022 Q1	$32K	Buy	+235	New	+$32K	﹤0.01%	393
2020 Q3	–	Sell	-100	Closed	-$11K	–	395
2020 Q2	$11K	Sell	100 -1	-1%	-$112	﹤0.01%	315
2020 Q1	$11K	Hold	101	–	–	﹤0.01%	319
2019 Q4	$11K	Buy	+101	New	+$10.7K	﹤0.01%	338

Other funds holding SJM

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return

Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return

Tompkins Financial's SJM Position: Q3 2026 in Review

Tompkins Financial held its J.M. Smucker (SJM) position steady in Q3 2026 at 475 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Tompkins Financial first reported a position in SJM in Q4 2019 and has held it in 22 quarters since. 161 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

Tompkins Financial held 475 shares of J.M. Smucker worth $56.5K as of Q3 2026.
Tompkins Financial left its J.M. Smucker share count unchanged in Q3 2026.
J.M. Smucker made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #325 holding.
Tompkins Financial first reported a position in J.M. Smucker in Q4 2019 and has held it in 22 quarters since.
161 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.