Code Waechter’s J.M. Smucker SJM Stock Holding History

Code Waechter’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	-2,347	Closed	-$278K	–	131
2025 Q1	$278K	Sell	2,347 -2,676	-53%	-$289K	0.23%	98
2024 Q4	$553K	Buy	5,023 +124	+3%	+$14.3K	0.48%	51
2024 Q3	$593K	Buy	+4,899	New	+$577K	0.57%	47

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Code Waechter's SJM Position: Q2 2025 in Review

Code Waechter sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2,347 shares — an estimated $278K sold.

Code Waechter first reported a position in SJM in Q3 2024 and held it in 3 quarters. The position peaked at $593K in Q3 2024. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

Code Waechter reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
Code Waechter sold 2,347 J.M. Smucker shares in Q2 2025, an estimated $278K.
Code Waechter first reported a position in J.M. Smucker in Q3 2024 and held it in 3 quarters.
Code Waechter's J.M. Smucker position peaked at $593K in Q3 2024.
797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Code Waechter's 13F filing for Q2 2025, filed 5 Aug 2025.