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Westfuller Advisors’s J.M. Smucker SJM Stock Holding History

Westfuller Advisors’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 		$2.4K Sell
21
-2
-9% -$204 ﹤0.01% 650
2026
Q1 		$2.24K Sell
23
-27
-54% -$2.83K ﹤0.01% 622
2025
Q4 		$4.91K Sell
50
-43
-46% -$4.45K ﹤0.01% 564
2025
Q3 		$10.1K Buy
+93
New +$10.1K ﹤0.01% 453

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Westfuller Advisors's SJM Position: Q2 2026 in Review

Westfuller Advisors reduced its J.M. Smucker (SJM) stake by 8.7% in Q2 2026, selling an estimated $204 and leaving 21 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #650.

Westfuller Advisors first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.1K in Q3 2025. 347 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Westfuller Advisors held 21 shares of J.M. Smucker worth $2.4K as of Q2 2026.
  • Westfuller Advisors sold 2 J.M. Smucker shares in Q2 2026, an estimated $204.
  • J.M. Smucker made up ﹤0.01% of Westfuller Advisors's portfolio in Q2 2026, its #650 holding.
  • Westfuller Advisors first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's J.M. Smucker position peaked at $10.1K in Q3 2025.
  • 347 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.