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Concurrent Investment Advisors’s J.M. Smucker SJM Stock Holding History

Concurrent Investment Advisors’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
2026
Q1 		– Sell
-2,262
Closed -$221K – 2039
2025
Q4 		$221K Buy
+2,262
New +$234K ﹤0.01% 1580
2025
Q2 		– Sell
-15,047
Closed -$1.78M – 1464
2025
Q1 		$1.78M Buy
15,047
+1,512
+11% +$163K 0.04% 391
2024
Q4 		$1.49M Buy
13,535
+45
+0.3% +$5.18K 0.04% 394
2024
Q3 		$1.63M Buy
13,490
+2,103
+18% +$248K 0.05% 361
2024
Q2 		$1.24M Buy
11,387
+1,677
+17% +$190K 0.04% 381
2024
Q1 		$1.22M Buy
9,710
+1,210
+14% +$153K 0.05% 340
2023
Q4 		$1.07M Buy
+8,500
New +$985K 0.05% 327

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 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 $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return