Back to SJM
Cyndeo Wealth Partners, LLC → SJM
Cyndeo Wealth Partners, LLC SJM Position History
The J. M. Smucker Company • Consumer Defensive
Quarters held
4
Latest value
$10.3M
Q3 2026
Peak value
$10.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.4M |
| Q1 2026 | $8.7M |
| Q2 2026 | $10.7M |
| Q3 2026 | $10.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $10.3M | 86.9K | — | — |
| Q2 2026 | $10.7M | 95.1K | — | — |
| Q1 2026 | $8.7M | 90.0K | — | — |
| Q4 2025 | $7.4M | 75.8K | — | — |
Other funds holding SJM
$739.5M
$739.5M
$626.5M
$356.6M
$262.9M
$242M
$242M
$228.9M