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Atticus Wealth Management’s J.M. Smucker SJM Stock Holding History

Atticus Wealth Management’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
Q3 		– Sell
-230
Closed -$22.6K – 554
2025
Q2 		$22.6K Buy
230
+110
+92% +$12.1K 0.01% 401
2025
Q1 		$14.2K Hold
120
– – ﹤0.01% 354
2024
Q4 		$13.2K Hold
120
– – ﹤0.01% 368
2024
Q3 		$14.5K Sell
120
-4
-3% -$471 ﹤0.01% 362
2024
Q2 		$13.5K Hold
124
– – ﹤0.01% 351
2024
Q1 		$15.6K Hold
124
– – 0.01% 352
2023
Q4 		$15.7K Hold
124
– – 0.01% 352
2023
Q3 		$15.2K Hold
124
– – 0.01% 359
2023
Q2 		$18.3K Hold
124
– – 0.01% 348
2023
Q1 		$19.5K Hold
124
– – 0.01% 325
2022
Q4 		$19.6K Sell
124
-30
-19% -$4.47K 0.01% 332
2022
Q3 		$20K Hold
154
– – 0.01% 313
2022
Q2 		$20K Buy
154
+30
+24% +$4K 0.01% 342
2022
Q1 		$17K Hold
124
– – 0.01% 356
2021
Q4 		$17K Buy
+124
New +$15.8K 0.01% 320

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Atticus Wealth Management's SJM Position: Q3 2025 in Review

Atticus Wealth Management sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 230 shares — an estimated $22.6K sold.

Atticus Wealth Management first reported a position in SJM in Q4 2021 and held it in 15 quarters. The position peaked at $22.6K in Q2 2025. 808 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Atticus Wealth Management reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 230 J.M. Smucker shares in Q3 2025, an estimated $22.6K.
  • Atticus Wealth Management first reported a position in J.M. Smucker in Q4 2021 and held it in 15 quarters.
  • Atticus Wealth Management's J.M. Smucker position peaked at $22.6K in Q2 2025.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.