A4 Wealth Advisors’s J.M. Smucker SJM Stock Holding History

A4 Wealth Advisors’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-2,773	Closed	-$301K	–	166
2025 Q3	$301K	Buy	+2,773	New	+$301K	0.25%	114

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

A4 Wealth Advisors's SJM Position: Q4 2025 in Review

A4 Wealth Advisors sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 2,773 shares — an estimated $301K sold.

A4 Wealth Advisors first reported a position in SJM in Q3 2025 and held it in 1 quarter. The position peaked at $301K in Q3 2025. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

A4 Wealth Advisors reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
A4 Wealth Advisors sold 2,773 J.M. Smucker shares in Q4 2025, an estimated $301K.
A4 Wealth Advisors first reported a position in J.M. Smucker in Q3 2025 and held it in 1 quarter.
A4 Wealth Advisors's J.M. Smucker position peaked at $301K in Q3 2025.
822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on A4 Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.