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Venture Visionary Partners’s J.M. Smucker SJM Stock Holding History

Venture Visionary Partners’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
Q1 		– Sell
-300
Closed -$29.3K – 703
2025
Q4 		$29.3K Hold
300
– – ﹤0.01% 642
2025
Q3 		$32.6K Buy
+300
New +$32.6K ﹤0.01% 623

Other funds holding SJM

DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
TFA
Toth Financial Advisory Leesburg, Virginia $1B AUM 19.18% 1-Year Est. Return
DCM
Dorato Capital Management Denver, Colorado $150M AUM 18.53% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
PAW
Plan A Wealth Lincoln, Nebraska $280M AUM 16.85% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Venture Visionary Partners's SJM Position: Q3 2026 in Review

Venture Visionary Partners reduced its J.M. Smucker (SJM) stake by 0.02% in Q3 2026, selling an estimated $120 and leaving 4,125 shares worth $491K. The position accounts for 0.01% of the portfolio, ranked #474.

Venture Visionary Partners first reported a position in SJM in Q1 2022 and has held it in 19 quarters since. The position peaked at $3.41M in Q1 2023. 38 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Venture Visionary Partners held 4,125 shares of J.M. Smucker worth $491K as of Q3 2026.
  • Venture Visionary Partners sold 1 J.M. Smucker share in Q3 2026, an estimated $120.
  • J.M. Smucker made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #474 holding.
  • Venture Visionary Partners first reported a position in J.M. Smucker in Q1 2022 and has held it in 19 quarters since.
  • Venture Visionary Partners's J.M. Smucker position peaked at $3.41M in Q1 2023.
  • 38 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.