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

CBIZ 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
Q3 		– Sell
-173
Closed -$17K – 779
2025
Q2 		$17K Hold
173
– – ﹤0.01% 284
2025
Q1 		$20.5K Hold
173
– – ﹤0.01% 226
2024
Q4 		$19.1K Sell
173
-14
-7% -$1.61K ﹤0.01% 220
2024
Q3 		$22.6K Buy
187
+14
+8% +$1.65K ﹤0.01% 171
2024
Q2 		$18.9K Hold
173
– – ﹤0.01% 174
2024
Q1 		$21.8K Buy
+173
New +$21.9K ﹤0.01% 168

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

CBIZ Investment Advisory Services's SJM Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 173 shares — an estimated $17K sold.

CBIZ Investment Advisory Services first reported a position in SJM in Q1 2024 and held it in 6 quarters. The position peaked at $22.6K in Q3 2024. 809 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 173 J.M. Smucker shares in Q3 2025, an estimated $17K.
  • CBIZ Investment Advisory Services first reported a position in J.M. Smucker in Q1 2024 and held it in 6 quarters.
  • CBIZ Investment Advisory Services's J.M. Smucker position peaked at $22.6K in Q3 2024.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.