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Townsend & Associates’s J.M. Smucker SJM Stock Holding History

Townsend & Associates’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 		$1.86M Sell
16,566
-158
-0.9% -$16.1K 0.16% 60
2026
Q1 		$1.59M Buy
16,724
+207
+1% +$21.7K 0.14% 60
2025
Q4 		$1.73M Sell
16,517
-141
-0.8% -$14.6K 0.15% 60
2025
Q3 		$1.75M Buy
16,658
+24
+0.1% +$2.61K 0.17% 58
2025
Q2 		$1.81M Buy
+16,634
New +$1.83M 0.18% 56

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
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
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Townsend & Associates's SJM Position: Q2 2026 in Review

Townsend & Associates reduced its J.M. Smucker (SJM) stake by 0.94% in Q2 2026, selling an estimated $16.1K and leaving 16,566 shares worth $1.86M. The position accounts for 0.16% of the portfolio, ranked #60.

Townsend & Associates first reported a position in SJM in Q2 2025 and has held it in 5 quarters since. 347 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Townsend & Associates held 16,566 shares of J.M. Smucker worth $1.86M as of Q2 2026.
  • Townsend & Associates sold 158 J.M. Smucker shares in Q2 2026, an estimated $16.1K.
  • J.M. Smucker made up 0.16% of Townsend & Associates's portfolio in Q2 2026, its #60 holding.
  • Townsend & Associates first reported a position in J.M. Smucker in Q2 2025 and has held it in 5 quarters since.
  • 347 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Townsend & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.