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Cherry Tree Wealth Management’s J.M. Smucker SJM Stock Holding History

Cherry Tree 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
-20
Closed -$2.37K – 730
2025
Q1 		$2.37K Hold
20
– – ﹤0.01% 615
2024
Q4 		$2.2K Hold
20
– – ﹤0.01% 534
2024
Q3 		$2.42K Hold
20
– – ﹤0.01% 523
2024
Q2 		$2.18K Buy
+20
New +$2.26K ﹤0.01% 512

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cherry Tree Wealth Management's SJM Position: Q2 2025 in Review

Cherry Tree Wealth Management sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 20 shares — an estimated $2.37K sold.

Cherry Tree Wealth Management first reported a position in SJM in Q2 2024 and held it in 4 quarters. The position peaked at $2.42K in Q3 2024. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Cherry Tree Wealth Management reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 20 J.M. Smucker shares in Q2 2025, an estimated $2.37K.
  • Cherry Tree Wealth Management first reported a position in J.M. Smucker in Q2 2024 and held it in 4 quarters.
  • Cherry Tree Wealth Management's J.M. Smucker position peaked at $2.42K in Q3 2024.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.