AWA
SJM icon

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
2026
Q1 		– Sell
-5,220
Closed -$511K – 671
2025
Q4 		$511K Hold
5,220
– – 0.03% 446
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
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
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
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