AW
SJM icon

Avion Wealth’s J.M. Smucker SJM Stock Holding History

Avion 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
-8
Closed – – 1558
2025
Q3 		$0 Buy
8
+1
+14% +$109 ﹤0.01% 1521
2025
Q2 		$0 Sell
7
-2
-22% -$220 ﹤0.01% 1570
2025
Q1 		$0 Buy
+9
New +$972 ﹤0.01% 1334
2024
Q4 		– Sell
-5
Closed – – 1260
2024
Q3 		$0 Hold
5
– – ﹤0.01% 1302
2024
Q2 		$0 Hold
5
– – ﹤0.01% 1224
2024
Q1 		$1K Sell
5
-4
-44% -$506 ﹤0.01% 1072
2023
Q4 		$1K Buy
9
+1
+13% +$116 ﹤0.01% 958
2023
Q3 		$0 Buy
8
+5
+167% +$710 ﹤0.01% 1161
2023
Q2 		$0 Buy
+3
New +$458 ﹤0.01% 1003

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avion Wealth's SJM Position: Q4 2025 in Review

Avion Wealth sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 8 shares.

Avion Wealth first reported a position in SJM in Q2 2023 and held it in 9 quarters. The position peaked at $1K in Q1 2024. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Avion Wealth reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Avion Wealth sold 8 J.M. Smucker shares in Q4 2025.
  • Avion Wealth first reported a position in J.M. Smucker in Q2 2023 and held it in 9 quarters.
  • Avion Wealth's J.M. Smucker position peaked at $1K in Q1 2024.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Avion Wealth's 13F filing for Q4 2025, filed 23 Jan 2026.