Carolinas Wealth Consulting’s J.M. Smucker SJM Stock Holding History

Carolinas Wealth Consulting’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	Closed	-$237	–	784
2025 Q1	$237	Sell	2 -2	-50%	-$216	﹤0.01%	1002
2024 Q4	$441	Hold	4	–	–	﹤0.01%	1018
2024 Q3	$485	Hold	4	–	–	﹤0.01%	1007
2024 Q2	$437	Hold	4	–	–	﹤0.01%	999
2024 Q1	$503	Hold	4	–	–	﹤0.01%	979
2023 Q4	$506	Hold	4	–	–	﹤0.01%	917
2023 Q3	$455	Sell	4 -22	-85%	-$3.13K	﹤0.01%	938
2023 Q2	$3.86K	Hold	26	–	–	﹤0.01%	720
2023 Q1	$4.09K	Buy	26 +22	+550%	+$3.34K	﹤0.01%	723
2022 Q4	$634	Hold	4	–	–	﹤0.01%	967
2022 Q3	$1K	Hold	4	–	–	﹤0.01%	849
2022 Q2	$1K	Sell	4 -65	-94%	-$8.67K	﹤0.01%	857
2022 Q1	$9K	Hold	69	–	–	﹤0.01%	624
2021 Q4	$9K	Sell	69 -4	-5%	-$510	﹤0.01%	636
2021 Q3	$9K	Buy	73 +1	+1%	+$127	﹤0.01%	596
2021 Q2	$9K	Buy	72 +1	+1%	+$133	﹤0.01%	619
2021 Q1	$9K	Hold	71	–	–	﹤0.01%	634
2020 Q4	$8K	Buy	71 +5	+8%	+$581	﹤0.01%	602
2020 Q3	$8K	Hold	66	–	–	﹤0.01%	513
2020 Q2	$7K	Buy	+66	New	+$7.42K	﹤0.01%	370

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

Carolinas Wealth Consulting's SJM Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2 shares — an estimated $237 sold.

Carolinas Wealth Consulting first reported a position in SJM in Q2 2020 and held it in 20 quarters. The position peaked at $9K in Q1 2022. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

Carolinas Wealth Consulting reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 2 J.M. Smucker shares in Q2 2025, an estimated $237.
Carolinas Wealth Consulting first reported a position in J.M. Smucker in Q2 2020 and held it in 20 quarters.
Carolinas Wealth Consulting's J.M. Smucker position peaked at $9K in Q1 2022.
796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.