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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SJM overviewAll 13F holders of SJMFull Q2 2026 holdings

Shares (Q2 2026)
50,273
Value
$5.66M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SJM by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202650,273$5.66M<0.1%+14,473+40.4%AddedHolders
Q1 202635,800$3.45M<0.1%+10,771+43.0%AddedHolders
Q4 202525,029$2.45M<0.1%−3,646−12.7%ReducedHolders
Q3 202528,675$3.11M<0.1%+5,665+24.6%AddedHolders
Q2 202523,010$2.26M<0.1%−1,423−5.8%ReducedHolders
Q1 202524,433$2.89M<0.1%−11,698−32.4%ReducedHolders
Q4 202436,131$3.98M<0.1%−2,211−5.8%ReducedHolders
Q3 202438,342$4.64M<0.1%−12,161−24.1%ReducedHolders
Q2 202450,503$5.51M<0.1%−2,497−4.7%ReducedHolders
Q1 202453,000$6.67M<0.1%+8,017+17.8%AddedHolders
Q4 202344,983$5.68M<0.1%−6,494−12.6%ReducedHolders
Q3 202351,477$6.33M<0.1%+21,717+73.0%AddedHolders
Q2 202329,760$4.39M<0.1%+698+2.4%AddedHolders
Q1 202329,062$4.57M<0.1%−330−1.1%ReducedHolders
Q4 202229,392$4.66M<0.1%+169+0.6%AddedHolders
Q3 202229,223$4.02M<0.1%+2,638+9.9%AddedHolders
Q2 202226,585$3.40M<0.1%+2,154+8.8%AddedHolders
Q1 202224,431$3.31M<0.1%+14,414+143.9%AddedHolders
Q4 202110,017$1.36M<0.1%−4,936−33.0%ReducedHolders
Q3 202114,953$1.79M<0.1%+7,206+93.0%AddedHolders
Q2 20217,747$1.00M<0.1%−1,081−12.2%ReducedHolders
Q1 20218,828$1.12M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.