Bellwether Advisors’s J.M. Smucker SJM Stock Holding History

Bellwether Advisors’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	-71	Closed	-$6.97K	–	490
2025 Q2	$6.97K	Hold	71	–	–	﹤0.01%	397
2025 Q1	$8.41K	Buy	71 +1	+1%	+$108	﹤0.01%	337
2024 Q4	$7.71K	Buy	+70	New	+$8.05K	﹤0.01%	357
2023 Q2	–	Sell	-70	Closed	-$11K	–	373
2023 Q1	$11K	Buy	+70	New	+$10.6K	﹤0.01%	273
2022 Q4	–	Sell	-21	Closed	-$2K	–	549
2022 Q3	$2K	Buy	+21	New	+$2.86K	﹤0.01%	402
2021 Q4	–	Sell	-9	Closed	-$1K	–	605
2021 Q3	$1K	Buy	+9	New	+$1.14K	﹤0.01%	523

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bellwether Advisors's SJM Position: Q3 2025 in Review

Bellwether Advisors sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 71 shares — an estimated $6.97K sold.

Bellwether Advisors first reported a position in SJM in Q3 2021 and held it in 6 quarters. The position peaked at $11K in Q1 2023. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

Bellwether Advisors reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 71 J.M. Smucker shares in Q3 2025, an estimated $6.97K.
Bellwether Advisors first reported a position in J.M. Smucker in Q3 2021 and held it in 6 quarters.
Bellwether Advisors's J.M. Smucker position peaked at $11K in Q1 2023.
807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.