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

Apollon 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
Q1 		– Sell
-2,126
Closed -$234K – 1269
2024
Q4 		$234K Sell
2,126
-62
-3% -$7.13K 0.01% 1039
2024
Q3 		$265K Sell
2,188
-110
-5% -$13K 0.01% 951
2024
Q2 		$251K Sell
2,298
-266
-10% -$30.1K 0.01% 924
2024
Q1 		$323K Buy
2,564
+689
+37% +$87.2K 0.01% 841
2023
Q4 		$237K Buy
+1,875
New +$217K 0.01% 931
2023
Q3 		– Sell
-1,365
Closed -$202K – 981
2023
Q2 		$202K Sell
1,365
-8
-0.6% -$1.22K 0.01% 868
2023
Q1 		$216K Buy
+1,373
New +$209K 0.01% 772
2020
Q3 		– Sell
-136
Closed -$14K – 600
2020
Q2 		$14K Buy
+136
New +$15.3K 0.01% 443

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return