Capital A Wealth Management’s J.M. Smucker SJM Stock Holding History

Capital A 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
2025 Q2	–	Sell	-8	Closed	-$947	–	764
2025 Q1	$947	Buy	+8	New	+$864	﹤0.01%	538

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Capital A Wealth Management's SJM Position: Q2 2025 in Review

Capital A Wealth Management sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 8 shares — an estimated $947 sold.

Capital A Wealth Management first reported a position in SJM in Q1 2025 and held it in 1 quarter. The position peaked at $947 in Q1 2025. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

Capital A Wealth Management reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
Capital A Wealth Management sold 8 J.M. Smucker shares in Q2 2025, an estimated $947.
Capital A Wealth Management first reported a position in J.M. Smucker in Q1 2025 and held it in 1 quarter.
Capital A Wealth Management's J.M. Smucker position peaked at $947 in Q1 2025.
797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.