Alethea Capital Management’s J.M. Smucker SJM Stock Holding History

Alethea Capital 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 Q4	–	Sell	-5,170	Closed	-$561K	–	29
2025 Q3	$561K	Buy	+5,170	New	+$561K	0.36%	10
2024 Q3	–	Sell	-4,093	Closed	-$446K	–	46
2024 Q2	$446K	Buy	+4,093	New	+$463K	0.34%	20
2021 Q4	–	Sell	-5,340	Closed	-$641K	–	112
2021 Q3	$641K	Buy	+5,340	New	+$679K	0.56%	25
2020 Q4	–	Sell	-5,880	Closed	-$679K	–	87
2020 Q3	$679K	Buy	+5,880	New	+$655K	0.46%	23
2020 Q1	–	Sell	-3,809	Closed	-$397K	–	113
2019 Q4	$397K	Hold	3,809	–	–	0.17%	55
2019 Q3	$419K	Hold	3,809	–	–	0.27%	50
2019 Q2	$439K	Sell	3,809 -8,986	-70%	-$1.1M	0.29%	53
2019 Q1	$1.49M	Buy	+12,795	New	+$1.34M	1.06%	12
2017 Q1	–	Sell	-15,039	Closed	-$1.93M	–	101
2016 Q4	$1.93M	Buy	+15,039	New	+$1.95M	2.43%	15
2016 Q3	–	Sell	-15,126	Closed	-$2.31M	–	73
2016 Q2	$2.31M	Buy	+15,126	New	+$2.01M	3.16%	4
2015 Q4	–	Sell	-13,319	Closed	-$1.52M	–	83
2015 Q3	$1.52M	Sell	13,319 -8,227	-38%	-$917K	2.31%	13
2015 Q2	$2.34M	Buy	+21,546	New	+$2.49M	3.59%	6

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Alethea Capital Management's SJM Position: Q4 2025 in Review

Alethea Capital Management sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 5,170 shares — an estimated $561K sold.

Alethea Capital Management first reported a position in SJM in Q2 2015 and held it in 12 quarters. The position peaked at $2.34M in Q2 2015. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

Alethea Capital Management reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
Alethea Capital Management sold 5,170 J.M. Smucker shares in Q4 2025, an estimated $561K.
Alethea Capital Management first reported a position in J.M. Smucker in Q2 2015 and held it in 12 quarters.
Alethea Capital Management's J.M. Smucker position peaked at $2.34M in Q2 2015.
820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Alethea Capital Management's 13F filing for Q4 2025, filed 11 Feb 2026.