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Ballentine Partners’s J.M. Smucker SJM Stock Holding History

Ballentine Partners’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
-2,777
Closed -$329K – 1058
2025
Q1 		$329K Buy
2,777
+449
+19% +$48.5K 0.01% 592
2024
Q4 		$256K Sell
2,328
-3,859
-62% -$444K ﹤0.01% 662
2024
Q3 		$749K Buy
6,187
+1,087
+21% +$128K 0.01% 339
2024
Q2 		$556K Buy
+5,100
New +$577K 0.01% 383
2023
Q3 		– Sell
-1,902
Closed -$281K – 645
2023
Q2 		$281K Sell
1,902
-1,059
-36% -$162K 0.01% 456
2023
Q1 		$466K Buy
2,961
+1,177
+66% +$179K 0.01% 311
2022
Q4 		$283K Buy
+1,784
New +$266K 0.01% 392

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 $3.38T AUM 44.17% 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

Ballentine Partners's SJM Position: Q2 2025 in Review

Ballentine Partners sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2,777 shares — an estimated $329K sold.

Ballentine Partners first reported a position in SJM in Q4 2022 and held it in 7 quarters. The position peaked at $749K in Q3 2024. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Ballentine Partners reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Ballentine Partners sold 2,777 J.M. Smucker shares in Q2 2025, an estimated $329K.
  • Ballentine Partners first reported a position in J.M. Smucker in Q4 2022 and held it in 7 quarters.
  • Ballentine Partners's J.M. Smucker position peaked at $749K in Q3 2024.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Ballentine Partners's 13F filing for Q2 2025, filed 15 Jul 2025.