West Branch Capital’s J.M. Smucker SJM Stock Holding History

West Branch Capital’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	$4.39K	Buy	+39	New	+$3.97K	﹤0.01%	278
2024 Q4	–	Hold	0	–	-$38	–	625
2024 Q3	–	Hold	0	–	–	–	610
2023 Q4	–	Sell	-25	Closed	-$3.07K	–	462
2023 Q3	$3.07K	Hold	25	–	–	﹤0.01%	370
2023 Q2	$3.69K	Hold	25	–	–	﹤0.01%	369
2023 Q1	$3.94K	Hold	25	–	–	﹤0.01%	373
2022 Q4	$3.96K	Hold	25	–	–	﹤0.01%	365
2022 Q3	$3K	Buy	+25	New	+$3.41K	﹤0.01%	386
2019 Q3	–	Sell	-2,503	Closed	-$288K	–	102
2019 Q2	$288K	Buy	+2,503	New	+$306K	0.24%	74

Other funds holding SJM

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

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Clark & Stuart Inc Portland, Maine $159M AUM 23.65% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return