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Creative Planning SJM Position History
The J. M. Smucker Company • Consumer Defensive
Quarters held
8
Latest value
$8.4M
Q3 2026
Peak value
$8.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $49K |
| Q3 2025 | $3.1M |
| Q4 2025 | $2.4M |
| Q1 2026 | $3.5M |
| Q2 2026 | $87K |
| Q2 2026 | $5.6M |
| Q3 2026 | $92K |
| Q3 2026 | $8.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.4M | 71.0K | — | — |
| Q3 2026 | $92K | 773 | — | — |
| Q2 2026 | $5.6M | 49.5K | — | — |
| Q2 2026 | $87K | 773 | — | — |
| Q1 2026 | $3.5M | 35.8K | — | — |
| Q4 2025 | $2.4M | 25.0K | — | — |
| Q3 2025 | $3.1M | 28.2K | — | — |
| Q3 2025 | $49K | 450 | — | — |
Other funds holding SJM
$739.5M
$739.5M
$626.5M
$356.6M
$262.9M
$242M
$242M
$228.9M