TF
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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
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

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GI
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Assenagon Asset Management
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CSI
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SCA
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TIM
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Wealth Enhancement Advisory Services
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WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PCM
Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return