True Wealth Design
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True Wealth Design’s J.M. Smucker SJM Stock Holding History

True Wealth Design’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 		$73.4K Buy
617
+49
+9% +$5.9K 0.02% 374
2026
Q2 		$63.9K Buy
568
+527
+1,285% +$53.7K 0.02% 402
2026
Q1 		$3.96K Sell
41
-3
-7% -$314 ﹤0.01% 1294
2025
Q4 		$4.29K Sell
44
-181
-80% -$18.7K ﹤0.01% 1152
2025
Q3 		$24.4K Buy
225
+157
+231% +$17.1K 0.01% 539
2025
Q2 		$6.68K Sell
68
-39
-36% -$4.29K ﹤0.01% 704
2025
Q1 		$12.7K Hold
107
– – ﹤0.01% 417
2024
Q4 		$11.8K Sell
107
-7
-6% -$805 ﹤0.01% 396
2024
Q3 		$13.8K Buy
114
+1
+0.9% +$118 0.01% 380
2024
Q2 		$12.3K Hold
113
– – ﹤0.01% 234
2024
Q1 		$14.2K Buy
113
+1
+0.9% +$127 ﹤0.01% 235
2023
Q4 		$14.2K Hold
112
– – ﹤0.01% 221
2023
Q3 		$13.8K Hold
112
– – ﹤0.01% 192
2023
Q2 		$16.5K Sell
112
-1
-0.9% -$153 0.01% 197
2023
Q1 		$17.8K Hold
113
– – 0.01% 207
2022
Q4 		$17.9K Buy
+113
New +$16.8K 0.01% 192

Other funds holding SJM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 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
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Clark & Stuart Inc
Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

True Wealth Design's SJM Position: Q3 2026 in Review

True Wealth Design increased its J.M. Smucker (SJM) stake by 8.6% in Q3 2026, buying an estimated $5.9K and bringing the position to 617 shares worth $73.4K. The position accounts for 0.02% of the portfolio, ranked #374.

True Wealth Design first reported a position in SJM in Q4 2022 and has held it in 16 quarters since. 158 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • True Wealth Design held 617 shares of J.M. Smucker worth $73.4K as of Q3 2026.
  • True Wealth Design bought 49 J.M. Smucker shares in Q3 2026, an estimated $5.9K.
  • J.M. Smucker made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #374 holding.
  • True Wealth Design first reported a position in J.M. Smucker in Q4 2022 and has held it in 16 quarters since.
  • 158 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.