Triumph Capital Management
SJM icon

Triumph Capital Management’s J.M. Smucker SJM Stock Holding History

Triumph Capital 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
Q3 		$17.5K Hold
147
– – ﹤0.01% 1016
2026
Q2 		$16.5K Hold
147
– – ﹤0.01% 999
2026
Q1 		$14.2K Hold
147
– – ﹤0.01% 997
2025
Q4 		$14.4K Buy
+147
New +$15.2K ﹤0.01% 963

Other funds holding SJM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

Triumph Capital Management's SJM Position: Q3 2026 in Review

Triumph Capital Management held its J.M. Smucker (SJM) position steady in Q3 2026 at 147 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Triumph Capital Management first reported a position in SJM in Q4 2025 and has held it in 4 quarters since. 548 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Triumph Capital Management held 147 shares of J.M. Smucker worth $17.5K as of Q3 2026.
  • Triumph Capital Management left its J.M. Smucker share count unchanged in Q3 2026.
  • J.M. Smucker made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1016 holding.
  • Triumph Capital Management first reported a position in J.M. Smucker in Q4 2025 and has held it in 4 quarters since.
  • 548 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.