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

Atlas 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
2025
Q4 		– Sell
-2,079
Closed -$226K – 115
2025
Q3 		$226K Hold
2,079
– – 0.07% 98
2025
Q2 		$214K Hold
2,079
– – 0.08% 101
2025
Q1 		$246K Hold
2,079
– – 0.1% 83
2024
Q4 		$229K Hold
2,079
– – 0.09% 85
2024
Q3 		$252K Sell
2,079
-2,079
-50% -$245K 0.11% 70
2024
Q2 		$454K Buy
4,158
+2,079
+100% +$235K 0.05% 147
2024
Q1 		$262K Buy
2,079
+5
+0.2% +$633 0.13% 69
2023
Q4 		$255K Hold
2,074
– – 0.14% 65
2023
Q3 		$255K Hold
2,074
– – 0.05% 155
2023
Q2 		$306K Hold
2,074
– – 0.06% 149
2023
Q1 		$326K Hold
2,074
– – 0.06% 139
2022
Q4 		$329K Buy
+2,074
New +$309K 0.09% 93

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Atlas Wealth's SJM Position: Q4 2025 in Review

Atlas Wealth sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 2,079 shares — an estimated $226K sold.

Atlas Wealth first reported a position in SJM in Q4 2022 and held it in 12 quarters. The position peaked at $454K in Q2 2024. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Atlas Wealth reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Atlas Wealth sold 2,079 J.M. Smucker shares in Q4 2025, an estimated $226K.
  • Atlas Wealth first reported a position in J.M. Smucker in Q4 2022 and held it in 12 quarters.
  • Atlas Wealth's J.M. Smucker position peaked at $454K in Q2 2024.
  • 822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Atlas Wealth's 13F filing for Q4 2025, filed 5 Feb 2026.