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Avantax Advisory Services’s J.M. Smucker SJM Stock Holding History

Avantax Advisory Services’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 		$782K Sell
7,961
-11,245
-59% -$1.24M ﹤0.01% 1312
2025
Q1 		$2.27M Buy
19,206
+2,479
+15% +$268K 0.01% 686
2024
Q4 		$1.84M Buy
16,727
+983
+6% +$113K 0.01% 747
2024
Q3 		$1.91M Buy
15,744
+2,916
+23% +$344K 0.01% 720
2024
Q2 		$1.4M Buy
12,828
+7,339
+134% +$830K 0.01% 809
2024
Q1 		$691K Sell
5,489
-46
-0.8% -$5.82K 0.01% 904
2023
Q4 		$700K Buy
5,535
+783
+16% +$90.7K 0.01% 854
2023
Q3 		$584K Sell
4,752
-1,108
-19% -$157K 0.01% 882
2023
Q2 		$865K Buy
5,860
+540
+10% +$82.4K 0.01% 735
2023
Q1 		$837K Buy
5,320
+191
+4% +$29K 0.01% 717
2022
Q4 		$813K Buy
5,129
+418
+9% +$62.3K 0.01% 696
2022
Q3 		$647K Sell
4,711
-336
-7% -$45.8K 0.01% 679
2022
Q2 		$646K Buy
5,047
+297
+6% +$39.6K 0.01% 677
2022
Q1 		$644K Buy
4,750
+96
+2% +$13.1K 0.01% 698
2021
Q4 		$632K Buy
4,654
+148
+3% +$18.9K 0.01% 680
2021
Q3 		$538K Buy
4,506
+188
+4% +$23.9K 0.01% 698
2021
Q2 		$563K Buy
4,318
+1,634
+61% +$217K 0.01% 662
2021
Q1 		$340K Buy
2,684
+216
+9% +$25.5K 0.01% 758
2020
Q4 		$283K Sell
2,468
-1,239
-33% -$144K 0.01% 750
2020
Q3 		$427K Buy
3,707
+1,454
+65% +$162K 0.01% 858
2020
Q2 		$237K Sell
2,253
-977
-30% -$110K 0.01% 725
2020
Q1 		$358K Buy
3,230
+418
+15% +$44.7K 0.01% 520
2019
Q4 		$291K Buy
+2,812
New +$298K 0.01% 637

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $618B 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 $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Avantax Advisory Services's SJM Position: Q2 2025 in Review

Avantax Advisory Services reduced its J.M. Smucker (SJM) stake by 59% in Q2 2025, selling an estimated $1.24M and leaving 7,961 shares worth $782K. The position accounts for ﹤0.01% of the portfolio, ranked #1312.

Avantax Advisory Services first reported a position in SJM in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.27M in Q1 2025. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Avantax Advisory Services held 7,961 shares of J.M. Smucker worth $782K as of Q2 2025.
  • Avantax Advisory Services sold 11,245 J.M. Smucker shares in Q2 2025, an estimated $1.24M.
  • J.M. Smucker made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1312 holding.
  • Avantax Advisory Services first reported a position in J.M. Smucker in Q4 2019 and has held it in 23 quarters since.
  • Avantax Advisory Services's J.M. Smucker position peaked at $2.27M in Q1 2025.
  • 796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.