Triangle Securities Wealth Management’s J.M. Smucker SJM Stock Holding History

Triangle Securities Wealth Management’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	$290K	Buy	2,577 +80	+3%	+$8.15K	0.06%	190
2026 Q1	$241K	Sell	2,497 -270	-10%	-$28.3K	0.05%	193
2025 Q4	$271K	Sell	2,767 -395	-12%	-$40.8K	0.06%	194
2025 Q3	$343K	Buy	3,162 +550	+21%	+$59.7K	0.08%	180
2025 Q2	$256K	Buy	2,612 +610	+30%	+$67.1K	0.06%	191
2025 Q1	$237K	Buy	+2,002	New	+$216K	0.06%	190
2013 Q3	–	Sell	-438	Closed	-$45K	–	333
2013 Q2	$45K	Buy	+438	New	+$44.6K	0.03%	272

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

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 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

Triangle Securities Wealth Management's SJM Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its J.M. Smucker (SJM) stake by 3.2% in Q2 2026, buying an estimated $8.15K and bringing the position to 2,577 shares worth $290K. The position accounts for 0.06% of the portfolio, ranked #190.

Triangle Securities Wealth Management first reported a position in SJM in Q2 2013 and has held it in 7 quarters since. The position peaked at $343K in Q3 2025. 159 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Triangle Securities Wealth Management held 2,577 shares of J.M. Smucker worth $290K as of Q2 2026.
Triangle Securities Wealth Management bought 80 J.M. Smucker shares in Q2 2026, an estimated $8.15K.
J.M. Smucker made up 0.06% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #190 holding.
Triangle Securities Wealth Management first reported a position in J.M. Smucker in Q2 2013 and has held it in 7 quarters since.
Triangle Securities Wealth Management's J.M. Smucker position peaked at $343K in Q3 2025.
159 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.