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Planning Strategies Inc.’s J.M. Smucker SJM Stock Holding History

Planning Strategies Inc.’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 		$113 Buy
+1
New +$102 ﹤0.01% 1027

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

Planning Strategies Inc.'s SJM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in J.M. Smucker (SJM) in Q2 2026: 1 share worth $113. The stake represents ﹤0.01% of the portfolio and ranks #1027 among its holdings.

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

  • Planning Strategies Inc. held 1 share of J.M. Smucker worth $113 as of Q2 2026.
  • J.M. Smucker was a new Planning Strategies Inc. position in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #1027 holding.
  • 279 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.