Arete Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Arete Wealth Advisors’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	-5,220	Closed	-$567K	–	691
2025 Q3	$567K	Buy	5,220 +227	+5%	+$24.7K	0.04%	400
2025 Q2	$490K	Buy	+4,993	New	+$549K	0.03%	415
2022 Q3	–	Sell	-1,024	Closed	-$202K	–	616
2022 Q2	$202K	Buy	+1,024	New	+$137K	0.02%	429
2019 Q1	–	Sell	-2,537	Closed	-$237K	–	410
2018 Q4	$237K	Sell	2,537 -1	-0%	-$104	0.06%	306
2018 Q3	$260K	Buy	2,538 +36	+1%	+$3.93K	0.06%	289
2018 Q2	$269K	Hold	2,502	–	–	0.06%	295
2018 Q1	$310K	Hold	2,502	–	–	0.1%	233
2017 Q4	$311K	Hold	2,502	–	–	0.1%	227
2017 Q3	$263K	Hold	2,502	–	–	0.1%	215
2017 Q2	$296K	Buy	+2,502	New	+$316K	0.14%	189

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arete Wealth Advisors's SJM Position: Q4 2025 in Review

Arete Wealth Advisors sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 5,220 shares — an estimated $567K sold.

Arete Wealth Advisors first reported a position in SJM in Q2 2017 and held it in 10 quarters. The position peaked at $567K in Q3 2025. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

Arete Wealth Advisors reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
Arete Wealth Advisors sold 5,220 J.M. Smucker shares in Q4 2025, an estimated $567K.
Arete Wealth Advisors first reported a position in J.M. Smucker in Q2 2017 and held it in 10 quarters.
Arete Wealth Advisors's J.M. Smucker position peaked at $567K in Q3 2025.
822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.