Atria Wealth Solutions’s J.M. Smucker SJM Stock Holding History

Atria Wealth Solutions’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 Q2	–	Sell	-2,570	Closed	-$304K	–	1852
2025 Q1	$304K	Sell	2,570 -1,924	-43%	-$208K	﹤0.01%	1454
2024 Q4	$495K	Buy	4,494 +173	+4%	+$19.9K	0.01%	1285
2024 Q3	$523K	Sell	4,321 -903	-17%	-$106K	0.01%	1227
2024 Q2	$570K	Buy	5,224 +427	+9%	+$48.3K	0.01%	1175
2024 Q1	$604K	Sell	4,797 -2,246	-32%	-$284K	0.01%	1169
2023 Q4	$890K	Sell	7,043 -140	-2%	-$16.2K	0.01%	916
2023 Q3	$883K	Sell	7,183 -4,847	-40%	-$689K	0.01%	870
2023 Q2	$1.78M	Buy	12,030 +3,052	+34%	+$466K	0.02%	607
2023 Q1	$1.41M	Buy	8,978 +2,902	+48%	+$441K	0.02%	673
2022 Q4	$963K	Buy	6,076 +77	+1%	+$11.5K	0.02%	763
2022 Q3	$824K	Buy	5,999 +3,998	+200%	+$545K	0.01%	788
2022 Q2	$256K	Sell	2,001 -3,474	-63%	-$463K	0.01%	1300
2022 Q1	$742K	Buy	+5,475	New	+$746K	0.01%	859

Other funds holding SJM

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

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

Fidelity Investments

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

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

Geode Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors

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

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return