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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
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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Atria Wealth Solutions's SJM Position: Q2 2025 in Review

Atria Wealth Solutions sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2,570 shares — an estimated $304K sold.

Atria Wealth Solutions first reported a position in SJM in Q1 2022 and held it in 13 quarters. The position peaked at $1.78M in Q2 2023. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Atria Wealth Solutions reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,570 J.M. Smucker shares in Q2 2025, an estimated $304K.
  • Atria Wealth Solutions first reported a position in J.M. Smucker in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's J.M. Smucker position peaked at $1.78M in Q2 2023.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.