Townsend & Associates
SJM icon

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
Q3 		$2.1M Sell
16,516
-50
-0.3% -$6.02K 0.18% 58
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

RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.81B AUM 23.74% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Townsend & Associates's SJM Position: Q3 2026 in Review

Townsend & Associates reduced its J.M. Smucker (SJM) stake by 0.3% in Q3 2026, selling an estimated $6.02K and leaving 16,516 shares worth $2.1M. The position accounts for 0.18% of the portfolio, ranked #58.

Townsend & Associates first reported a position in SJM in Q2 2025 and has held it in 6 quarters since. 320 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Townsend & Associates held 16,516 shares of J.M. Smucker worth $2.1M as of Q3 2026.
  • Townsend & Associates sold 50 J.M. Smucker shares in Q3 2026, an estimated $6.02K.
  • J.M. Smucker made up 0.18% of Townsend & Associates's portfolio in Q3 2026, its #58 holding.
  • Townsend & Associates first reported a position in J.M. Smucker in Q2 2025 and has held it in 6 quarters since.
  • 320 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Townsend & Associates's 13F filing for Q3 2026, filed 23 Oct 2026.