Apricus Wealth’s J.M. Smucker SJM Stock Holding History

Apricus Wealth’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
2026 Q1	$2.51M	Sell	26,050 -230	-0.9%	-$24.1K	1.22%	40
2025 Q4	$2.57M	Buy	26,280 +240	+0.9%	+$24.8K	1.31%	39
2025 Q3	$2.83M	Sell	26,040 -2,560	-9%	-$278K	1.53%	33
2025 Q2	$2.81M	Buy	28,600 +318	+1%	+$35K	1.63%	30
2025 Q1	$3.35M	Buy	28,282 +4,325	+18%	+$467K	1.99%	18
2024 Q4	$2.64M	Buy	23,957 +700	+3%	+$80.5K	1.71%	22
2024 Q3	$2.82M	Buy	23,257 +770	+3%	+$90.7K	1.86%	21
2024 Q2	$2.45M	Buy	22,487 +14,420	+179%	+$1.63M	1.75%	25
2024 Q1	$1.02M	Sell	8,067 -15	-0.2%	-$1.9K	0.71%	47
2023 Q4	$1.02M	Sell	8,082 -1,325	-14%	-$154K	0.78%	43
2023 Q3	$1.07M	Sell	9,407 -175	-2%	-$24.9K	0.93%	40
2023 Q2	$1.42M	Sell	9,582 -3,000	-24%	-$458K	1.25%	35
2023 Q1	$1.98M	Sell	12,582 -1,865	-13%	-$283K	1.81%	25
2022 Q4	$2.29M	Sell	14,447 -225	-2%	-$33.5K	2.08%	21
2022 Q3	$2.02M	Sell	14,672 -785	-5%	-$107K	2%	18
2022 Q2	$1.98M	Buy	15,457 +300	+2%	+$40K	1.81%	29
2022 Q1	$2.18M	Sell	15,157 -155	-1%	-$21.1K	1.78%	25
2021 Q4	$2.08M	Buy	+15,312	New	+$1.95M	1.86%	21

Other funds holding SJM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

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