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Commonwealth Financial Services’s J.M. Smucker SJM Stock Holding History

Commonwealth Financial 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
-2,620
Closed -$257K – 237
2025
Q2 		$257K Buy
2,620
+43
+2% +$4.73K 0.05% 174
2025
Q1 		$305K Sell
2,577
-346
-12% -$37.4K 0.06% 145
2024
Q4 		$322K Sell
2,923
-90
-3% -$10.4K 0.06% 141
2024
Q3 		$365K Sell
3,013
-17
-0.6% -$2K 0.07% 125
2024
Q2 		$333K Sell
3,030
-274
-8% -$31K 0.07% 125
2024
Q1 		$418K Hold
3,304
– – 0.1% 106
2023
Q4 		$418K Buy
3,304
+1,620
+96% +$188K 0.1% 105
2023
Q3 		$207K Buy
+1,684
New +$239K 0.06% 177
2017
Q1 		$13K Hold
100
– – 0.01% 178
2016
Q4 		$13K Sell
100
-108
-52% -$14K 0.01% 162
2016
Q3 		$28K Sell
208
-465
-69% -$68.2K 0.03% 110
2016
Q2 		$103K Hold
673
– – 0.12% 66
2016
Q1 		$87K Buy
673
+465
+224% +$58.6K 0.13% 62
2015
Q4 		$26K Buy
208
+108
+108% +$12.9K 0.09% 100
2015
Q3 		$11K Hold
100
– – 0.01% 149
2015
Q2 		$11K Hold
100
– – 0.01% 170
2015
Q1 		$12K Hold
100
– – 0.01% 169
2014
Q4 		$10K Buy
+100
New +$10.1K 0.01% 171

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
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

Commonwealth Financial Services's SJM Position: Q3 2025 in Review

Commonwealth Financial Services sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 2,620 shares — an estimated $257K sold.

Commonwealth Financial Services first reported a position in SJM in Q4 2014 and held it in 18 quarters. The position peaked at $418K in Q1 2024. 808 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Commonwealth Financial Services reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Commonwealth Financial Services sold 2,620 J.M. Smucker shares in Q3 2025, an estimated $257K.
  • Commonwealth Financial Services first reported a position in J.M. Smucker in Q4 2014 and held it in 18 quarters.
  • Commonwealth Financial Services's J.M. Smucker position peaked at $418K in Q1 2024.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Commonwealth Financial Services's 13F filing for Q3 2025, filed 21 Oct 2025.