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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SJM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SJM Position History
The J. M. Smucker Company • Consumer Defensive
Quarters held
5
Latest value
$6M
Q3 2026
Peak value
$7.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.4M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.2M |
| Q2 2026 | $7.1M |
| Q3 2026 | $6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6M | 55.1K | — | — |
| Q2 2026 | $7.1M | 65.1K | — | — |
| Q1 2026 | $1.2M | 12.6K | — | — |
| Q4 2025 | $1.5M | 15.2K | — | — |
| Q3 2025 | $2.4M | 21.8K | — | — |
Other funds holding SJM
$739.5M
$739.5M
$626.5M
$356.6M
$262.9M
$242M
$242M
$228.9M