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

Axxcess 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
2024
Q3 		– Sell
-1,850
Closed -$202K – 941
2024
Q2 		$202K Sell
1,850
-1,550
-46% -$175K 0.01% 801
2024
Q1 		$428K Buy
+3,400
New +$430K 0.01% 579
2023
Q4 		– Sell
-2,350
Closed -$289K – 922
2023
Q3 		$289K Sell
2,350
-1,501
-39% -$213K 0.01% 607
2023
Q2 		$569K Sell
3,851
-874
-18% -$133K 0.04% 325
2023
Q1 		$744K Buy
+4,725
New +$718K 0.06% 285

Other funds holding SJM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $653B AUM 32.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return