Apella Capital’s J.M. Smucker SJM Stock Holding History

Apella Capital’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	-1,747	Closed	-$201K	–	430
2025 Q1	$201K	Buy	+1,747	New	+$189K	0.01%	374

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Apella Capital's SJM Position: Q2 2025 in Review

Apella Capital sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 1,747 shares — an estimated $201K sold.

Apella Capital first reported a position in SJM in Q1 2025 and held it in 1 quarter. The position peaked at $201K in Q1 2025. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

Apella Capital reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
Apella Capital sold 1,747 J.M. Smucker shares in Q2 2025, an estimated $201K.
Apella Capital first reported a position in J.M. Smucker in Q1 2025 and held it in 1 quarter.
Apella Capital's J.M. Smucker position peaked at $201K in Q1 2025.
796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Apella Capital's 13F filing for Q2 2025, filed 8 Jul 2025.