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Waddell & Associates’s J.M. Smucker SJM Stock Holding History

Waddell & Associates’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 		$261K Buy
+2,322
New +$237K 0.01% 442

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
VF
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
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
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
LA
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

Waddell & Associates's SJM Position: Q2 2026 in Review

Waddell & Associates opened a new position in J.M. Smucker (SJM) in Q2 2026: 2,322 shares worth $261K. The stake represents 0.01% of the portfolio and ranks #442 among its holdings.

279 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Waddell & Associates held 2,322 shares of J.M. Smucker worth $261K as of Q2 2026.
  • J.M. Smucker was a new Waddell & Associates position in Q2 2026.
  • J.M. Smucker made up 0.01% of Waddell & Associates's portfolio in Q2 2026, its #442 holding.
  • 279 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.