AIA
SJM icon

Affinity Investment Advisors’s J.M. Smucker SJM Stock Holding History

Affinity Investment 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
Q2 		– Sell
-1,770
Closed -$210K – 156
2025
Q1 		$210K Buy
+1,770
New +$191K 0.17% 137
2024
Q4 		– Sell
-1,770
Closed -$214K – 147
2024
Q3 		$214K Buy
+1,770
New +$209K 0.15% 128
2024
Q2 		– Sell
-1,770
Closed -$223K – 131
2024
Q1 		$223K Hold
1,770
– – 0.16% 118
2023
Q4 		$224K Buy
+1,770
New +$205K 0.15% 168
2023
Q3 		– Sell
-1,450
Closed -$214K – 195
2023
Q2 		$214K Hold
1,450
– – 0.12% 187
2023
Q1 		$228K Sell
1,450
-120
-8% -$18.2K 0.12% 177
2022
Q4 		$249K Sell
1,570
-200
-11% -$29.8K 0.11% 174
2022
Q3 		$243K Hold
1,770
– – 0.13% 174
2022
Q2 		$227K Sell
1,770
-210
-11% -$28K 0.11% 179
2022
Q1 		$268K Hold
1,980
– – 0.11% 179
2021
Q4 		$269K Sell
1,980
-675
-25% -$86.1K 0.11% 170
2021
Q3 		$319K Buy
2,655
+152
+6% +$19.3K 0.14% 151
2021
Q2 		$324K Sell
2,503
-61
-2% -$8.1K 0.15% 140
2021
Q1 		$324K Sell
2,564
-131
-5% -$15.5K 0.12% 135
2020
Q4 		$312K Buy
2,695
+668
+33% +$77.6K 0.13% 134
2020
Q3 		$234K Buy
2,027
+20
+1% +$2.23K 0.1% 135
2020
Q2 		$212K Buy
+2,007
New +$226K 0.1% 133
2019
Q3 		– Sell
-39,120
Closed -$4.51M – 148
2019
Q2 		$4.51M Sell
39,120
-21,253
-35% -$2.6M 1.29% 35
2019
Q1 		$7.03M Sell
60,373
-22,221
-27% -$2.32M 1.44% 31
2018
Q4 		$7.72M Sell
82,594
-9,625
-10% -$1M 1.35% 35
2018
Q3 		$9.46M Buy
92,219
+16,690
+22% +$1.82M 1.25% 40
2018
Q2 		$8.12M Buy
+75,529
New +$8.48M 1.15% 38

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Affinity Investment Advisors's SJM Position: Q2 2025 in Review

Affinity Investment Advisors sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 1,770 shares — an estimated $210K sold.

Affinity Investment Advisors first reported a position in SJM in Q2 2018 and held it in 22 quarters. The position peaked at $9.46M in Q3 2018. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Affinity Investment Advisors reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Affinity Investment Advisors sold 1,770 J.M. Smucker shares in Q2 2025, an estimated $210K.
  • Affinity Investment Advisors first reported a position in J.M. Smucker in Q2 2018 and held it in 22 quarters.
  • Affinity Investment Advisors's J.M. Smucker position peaked at $9.46M in Q3 2018.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Affinity Investment Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.