Skip to main content

Triangle Securities Wealth Management

SEC CIK
0001541353
Latest filing
Jul 14, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by Triangle Securities Wealth Management, 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)
2,577
Value
$289.9K
% of portfolio
0.1%
Quarters held
6
Since Q1 2025
Holdings of SJM by Triangle Securities Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,577$289.9K0.1%+80+3.2%AddedHolders
Q1 20262,497$240.8K0.1%−270−9.8%ReducedHolders
Q4 20252,767$270.6K0.1%−395−12.5%ReducedHolders
Q3 20253,162$343.4K0.1%+550+21.1%AddedHolders
Q2 20252,612$256.5K0.1%+610+30.5%AddedHolders
Q1 20252,002$237.1K0.1%+2,002NewHolders