Back to SJM
Philip James Wealth Mangement, LLC → SJM
Philip James Wealth Mangement, LLC SJM Position History
The J. M. Smucker Company • Consumer Defensive
Quarters held
4
Latest value
$3.7M
Q3 2026
Peak value
$3.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $2.5M |
| Q1 2026 | $2.6M |
| Q2 2026 | $3.7M |
| Q3 2026 | $3.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $3.7M | 31.4K | — | — |
| Q2 2026 | $3.7M | 32.6K | — | — |
| Q1 2026 | $2.6M | 26.9K | — | — |
| Q4 2025 | $2.5M | 25.3K | — | — |
Other funds holding SJM
$739.5M
$739.5M
$626.5M
$356.6M
$262.9M
$242M
$242M
$228.9M