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Accredited Wealth Management’s J.M. Smucker SJM Stock Holding History

Accredited Wealth Management’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
Q3 		$15.2K Sell
53
-87
-62% -$9.45K 0.01% 222
2025
Q2 		$13.7K Hold
140
– – 0.01% 229
2025
Q1 		$16.6K Hold
140
– – 0.01% 199
2024
Q4 		$15.4K Buy
+140
New +$16.1K 0.01% 213

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Accredited Wealth Management's SJM Position: Q3 2025 in Review

Accredited Wealth Management reduced its J.M. Smucker (SJM) stake by 62% in Q3 2025, selling an estimated $9.45K and leaving 53 shares worth $15.2K. The position accounts for 0.01% of the portfolio, ranked #222.

Accredited Wealth Management first reported a position in SJM in Q4 2024 and has held it in 4 quarters since. The position peaked at $16.6K in Q1 2025. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Accredited Wealth Management held 53 shares of J.M. Smucker worth $15.2K as of Q3 2025.
  • Accredited Wealth Management sold 87 J.M. Smucker shares in Q3 2025, an estimated $9.45K.
  • J.M. Smucker made up 0.01% of Accredited Wealth Management's portfolio in Q3 2025, its #222 holding.
  • Accredited Wealth Management first reported a position in J.M. Smucker in Q4 2024 and has held it in 4 quarters since.
  • Accredited Wealth Management's J.M. Smucker position peaked at $16.6K in Q1 2025.
  • 807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Accredited Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.