Brighton Jones LLC’s J.M. Smucker SJM Stock Holding History

Brighton Jones LLC’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	-3,344	Closed	-$363K	–	800
2025 Q3	$363K	Buy	+3,344	New	+$363K	0.01%	745

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 $3.37T AUM 44.26% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

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

Brighton Jones LLC's SJM Position: Q4 2025 in Review

Brighton Jones LLC sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 3,344 shares — an estimated $363K sold.

Brighton Jones LLC first reported a position in SJM in Q3 2025 and held it in 1 quarter. The position peaked at $363K in Q3 2025. 821 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

Brighton Jones LLC reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
Brighton Jones LLC sold 3,344 J.M. Smucker shares in Q4 2025, an estimated $363K.
Brighton Jones LLC first reported a position in J.M. Smucker in Q3 2025 and held it in 1 quarter.
Brighton Jones LLC's J.M. Smucker position peaked at $363K in Q3 2025.
821 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Brighton Jones LLC's 13F filing for Q4 2025, filed 27 Jan 2026.