RAFFA WEALTH MANAGEMENT, LLC’s J.M. Smucker SJM Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$4.05K	Hold	36	–	–	﹤0.01%	640
2026 Q1	$3.47K	Buy	36 +2	+6%	+$209	﹤0.01%	620
2025 Q4	$3.33K	Hold	34	–	–	﹤0.01%	608
2025 Q3	$3.69K	Hold	34	–	–	﹤0.01%	552
2025 Q2	$3.34K	Hold	34	–	–	﹤0.01%	580
2025 Q1	$4.03K	Hold	34	–	–	﹤0.01%	465
2024 Q4	$3.74K	Hold	34	–	–	﹤0.01%	511
2024 Q3	$4.12K	Hold	34	–	–	﹤0.01%	452
2024 Q2	$3.71K	Hold	34	–	–	﹤0.01%	588
2024 Q1	$4.28K	Hold	34	–	–	﹤0.01%	534
2023 Q4	$4.3K	Hold	34	–	–	﹤0.01%	420
2023 Q3	$4.18K	Hold	34	–	–	﹤0.01%	412
2023 Q2	$5.02K	Hold	34	–	–	﹤0.01%	396
2023 Q1	$5.35K	Hold	34	–	–	﹤0.01%	393
2022 Q4	$5.39K	Buy	34 +10	+42%	+$1.49K	﹤0.01%	378
2022 Q3	$3.3K	Hold	24	–	–	﹤0.01%	472
2022 Q2	$3.07K	Hold	24	–	–	﹤0.01%	496
2022 Q1	$3.25K	Hold	24	–	–	﹤0.01%	510
2021 Q4	$3.26K	Sell	24 -2	-8%	-$255	﹤0.01%	528
2021 Q3	$3.12K	Sell	26 -1	-4%	-$127	﹤0.01%	493
2021 Q2	$3.5K	Buy	27 +1	+4%	+$133	﹤0.01%	470
2021 Q1	$3.29K	Buy	26 +7	+37%	+$826	﹤0.01%	504
2020 Q4	$2.2K	Hold	19	–	–	﹤0.01%	532
2020 Q3	$2.19K	Sell	19 -12	-39%	-$1.34K	﹤0.01%	471
2020 Q2	$3.28K	Buy	31 +10	+48%	+$1.12K	﹤0.01%	381
2020 Q1	$2.33K	Buy	21 +10	+91%	+$1.07K	﹤0.01%	400
2019 Q4	$1.15K	Hold	11	–	–	﹤0.01%	574
2019 Q3	$1.21K	Buy	+11	New	+$1.23K	﹤0.01%	526
2019 Q2	–	Sell	-11	Closed	-$1.28K	–	1281
2019 Q1	$1.28K	Hold	11	–	–	﹤0.01%	474
2018 Q4	$1.03K	Hold	11	–	–	﹤0.01%	520
2018 Q3	$1.13K	Hold	11	–	–	﹤0.01%	555
2018 Q2	$1.18K	Hold	11	–	–	﹤0.01%	508
2018 Q1	$1.36K	Buy	+11	New	+$1.37K	﹤0.01%	424
2017 Q1	–	Sell	-6	Closed	-$768	–	770
2016 Q4	$768	Hold	6	–	–	﹤0.01%	530
2016 Q3	$813	Hold	6	–	–	﹤0.01%	490
2016 Q2	$914	Hold	6	–	–	﹤0.01%	428
2016 Q1	$779	Hold	6	–	–	﹤0.01%	485
2015 Q4	$740	Hold	6	–	–	﹤0.01%	496
2015 Q3	$685	Hold	6	–	–	﹤0.01%	520
2015 Q2	$650	Hold	6	–	–	﹤0.01%	562
2015 Q1	$694	Hold	6	–	–	﹤0.01%	530
2014 Q4	$606	Hold	6	–	–	﹤0.01%	585
2014 Q3	$594	Buy	+6	New	+$616	﹤0.01%	529
2014 Q1	–	Sell	-6	Closed	-$606	–	649
2013 Q4	$606	Buy	+6	New	+$636	﹤0.01%	585

Other funds holding SJM

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 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

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SJM Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its J.M. Smucker (SJM) position steady in Q2 2026 at 36 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SJM in Q4 2013 and has held it in 44 quarters since. The position peaked at $5.39K in Q4 2022. 279 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 36 shares of J.M. Smucker worth $4.05K as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #640 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in J.M. Smucker in Q4 2013 and has held it in 44 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's J.M. Smucker position peaked at $5.39K in Q4 2022.
279 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.