Beacon Capital Management LLC (Tennessee)’s J.M. Smucker SJM Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-12	Closed	-$1.21K	–	847
2025 Q2	$1.21K	Hold	12	–	–	﹤0.01%	963
2025 Q1	$1.45K	Sell	12 -20	-63%	-$2.16K	﹤0.01%	995
2024 Q4	$3.54K	Hold	32	–	–	﹤0.01%	796
2024 Q3	$3.88K	Hold	32	–	–	﹤0.01%	868
2024 Q2	$3.49K	Hold	32	–	–	﹤0.01%	772
2024 Q1	$4.03K	Sell	32 -189	-86%	-$23.9K	﹤0.01%	747
2023 Q4	$27.2K	Hold	221	–	–	0.01%	326
2023 Q3	$32.6K	Hold	221	–	–	0.01%	322
2023 Q2	$32.6K	Buy	221 +20	+10%	+$3.05K	0.01%	322
2023 Q1	$31.6K	Hold	201	–	–	0.01%	294
2022 Q4	$31.9K	Buy	201 +139	+224%	+$20.7K	0.01%	293
2022 Q3	$8K	Sell	62 -139	-69%	-$18.9K	﹤0.01%	521
2022 Q2	$28K	Hold	201	–	–	0.01%	329
2022 Q1	$28K	Buy	+201	New	+$27.4K	0.01%	329

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s SJM Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 12 shares — an estimated $1.21K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in SJM in Q1 2022 and held it in 14 quarters. The position peaked at $32.6K in Q3 2023. 809 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 12 J.M. Smucker shares in Q3 2025, an estimated $1.21K.
Beacon Capital Management LLC (Tennessee) first reported a position in J.M. Smucker in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s J.M. Smucker position peaked at $32.6K in Q3 2023.
809 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.