James T. Borello RIA
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James T. Borello RIA’s J.M. Smucker SJM Stock Holding History

James T. Borello RIA’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
Q3 		$18.2K Buy
153
+29
+23% +$3.49K ﹤0.01% 445
2026
Q2 		$14K Buy
124
+112
+933% +$11.4K ﹤0.01% 502
2026
Q1 		$1.16K Buy
+12
New +$1.26K ﹤0.01% 997
2025
Q4 		– Sell
-3
Closed -$326 – 1186
2025
Q3 		$326 Buy
+3
New +$326 ﹤0.01% 901

Other funds holding SJM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Clark & Stuart Inc
Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

James T. Borello RIA's SJM Position: Q3 2026 in Review

James T. Borello RIA increased its J.M. Smucker (SJM) stake by 23% in Q3 2026, buying an estimated $3.49K and bringing the position to 153 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #445.

James T. Borello RIA first reported a position in SJM in Q3 2025 and has held it in 4 quarters since. 141 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • James T. Borello RIA held 153 shares of J.M. Smucker worth $18.2K as of Q3 2026.
  • James T. Borello RIA bought 29 J.M. Smucker shares in Q3 2026, an estimated $3.49K.
  • J.M. Smucker made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #445 holding.
  • James T. Borello RIA first reported a position in J.M. Smucker in Q3 2025 and has held it in 4 quarters since.
  • 141 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.