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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return