Capital Investment Advisory Services’s J.M. Smucker SJM Stock Holding History

Capital Investment Advisory Services’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	-2,205	Closed	-$261K	–	1086
2025 Q1	$261K	Buy	+2,205	New	+$238K	0.02%	471
2023 Q1	–	Sell	-1,410	Closed	-$223K	–	897
2022 Q4	$223K	Sell	1,410 -326	-19%	-$48.6K	0.03%	435
2022 Q3	$239K	Buy	+1,736	New	+$237K	0.03%	394
2022 Q2	–	Sell	-1,497	Closed	-$203K	–	868
2022 Q1	$203K	Sell	1,497 -109	-7%	-$14.9K	0.02%	488
2021 Q4	$218K	Buy	+1,606	New	+$205K	0.03%	452
2019 Q4	–	Sell	-1,980	Closed	-$218K	–	1131
2019 Q3	$218K	Sell	1,980 -268	-12%	-$29.9K	0.06%	259
2019 Q2	$252K	Buy	2,248 +421	+23%	+$51.4K	0.08%	239
2019 Q1	$213K	Sell	1,827 -14	-0.8%	-$1.46K	0.08%	210
2018 Q4	$172K	Buy	+1,841	New	+$192K	0.07%	214

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

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 Investment Advisory Services's SJM Position: Q2 2025 in Review

Capital Investment Advisory Services sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2,205 shares — an estimated $261K sold.

Capital Investment Advisory Services first reported a position in SJM in Q4 2018 and held it in 9 quarters. The position peaked at $261K in Q1 2025. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

Capital Investment Advisory Services reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
Capital Investment Advisory Services sold 2,205 J.M. Smucker shares in Q2 2025, an estimated $261K.
Capital Investment Advisory Services first reported a position in J.M. Smucker in Q4 2018 and held it in 9 quarters.
Capital Investment Advisory Services's J.M. Smucker position peaked at $261K in Q1 2025.
796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Capital Investment Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.