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CCM Investment Group’s J.M. Smucker SJM Stock Holding History

CCM Investment Group’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
Q1 		$983K Buy
8,447
+342
+4% +$36.9K 0.1% 118
2024
Q4 		$891K Buy
+8,105
New +$932K 0.1% 127

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CCM Investment Group's SJM Position: Q1 2025 in Review

CCM Investment Group increased its J.M. Smucker (SJM) stake by 4.2% in Q1 2025, buying an estimated $36.9K and bringing the position to 8,447 shares worth $983K. The position accounts for 0.1% of the portfolio, ranked #118.

CCM Investment Group first reported a position in SJM in Q4 2024 and has held it in 2 quarters since. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • CCM Investment Group held 8,447 shares of J.M. Smucker worth $983K as of Q1 2025.
  • CCM Investment Group bought 342 J.M. Smucker shares in Q1 2025, an estimated $36.9K.
  • J.M. Smucker made up 0.1% of CCM Investment Group's portfolio in Q1 2025, its #118 holding.
  • CCM Investment Group first reported a position in J.M. Smucker in Q4 2024 and has held it in 2 quarters since.
  • 833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on CCM Investment Group's 13F filing for Q1 2025, filed 12 May 2025.