AAS
SJM icon

Ameritas Advisory Services’s J.M. Smucker SJM Stock Holding History

Ameritas Advisory Services’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
-139
Closed -$15.1K – 1924
2025
Q3 		$15.1K Sell
139
-92
-40% -$9.99K ﹤0.01% 1528
2025
Q2 		$22.7K Buy
+231
New +$25.4K ﹤0.01% 1689
2023
Q2 		– Sell
-125
Closed -$19.5K – 2205
2023
Q1 		$19.5K Sell
125
-2,324
-95% -$353K ﹤0.01% 1658
2022
Q4 		$388K Buy
2,449
+7
+0.3% +$1.04K 0.02% 616
2022
Q3 		$336K Buy
2,442
+66
+3% +$8.99K 0.02% 548
2022
Q2 		$304K Hold
2,376
– – 0.02% 613
2022
Q1 		$322K Sell
2,376
-2
-0.1% -$273 0.01% 643
2021
Q4 		$323K Buy
+2,378
New +$303K 0.01% 627

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameritas Advisory Services's SJM Position: Q4 2025 in Review

Ameritas Advisory Services sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 139 shares — an estimated $15.1K sold.

Ameritas Advisory Services first reported a position in SJM in Q4 2021 and held it in 8 quarters. The position peaked at $388K in Q4 2022. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Ameritas Advisory Services reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 139 J.M. Smucker shares in Q4 2025, an estimated $15.1K.
  • Ameritas Advisory Services first reported a position in J.M. Smucker in Q4 2021 and held it in 8 quarters.
  • Ameritas Advisory Services's J.M. Smucker position peaked at $388K in Q4 2022.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.