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

Congress 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 		$296K Buy
3,017
+22
+0.7% +$2.42K ﹤0.01% 1071
2025
Q1 		$354K Sell
2,995
-139
-4% -$15K ﹤0.01% 904
2024
Q4 		$345K Buy
3,134
+801
+34% +$92.1K ﹤0.01% 732
2024
Q3 		$283K Buy
+2,333
New +$275K ﹤0.01% 746
2024
Q2 		– Sell
-1,808
Closed -$228K – 737
2024
Q1 		$228K Sell
1,808
-370
-17% -$46.8K ﹤0.01% 552
2023
Q4 		$275K Buy
2,178
+141
+7% +$16.3K 0.01% 545
2023
Q3 		$250K Sell
2,037
-559
-22% -$79.4K 0.01% 549
2023
Q2 		$383K Buy
2,596
+7
+0.3% +$1.07K 0.01% 450
2023
Q1 		$408K Hold
2,589
– – 0.01% 441
2022
Q4 		$410K Sell
2,589
-51
-2% -$7.6K 0.01% 431
2022
Q3 		$363K Hold
2,640
– – 0.01% 441
2022
Q2 		$337K Buy
2,640
+50
+2% +$6.67K 0.01% 457
2022
Q1 		$351K Hold
2,590
– – 0.01% 484
2021
Q4 		$352K Buy
+2,590
New +$330K 0.01% 507

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 40.91% 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

Congress Wealth Management's SJM Position: Q2 2025 in Review

Congress Wealth Management increased its J.M. Smucker (SJM) stake by 0.73% in Q2 2025, buying an estimated $2.42K and bringing the position to 3,017 shares worth $296K. The position accounts for ﹤0.01% of the portfolio, ranked #1071.

Congress Wealth Management first reported a position in SJM in Q4 2021 and has held it in 14 quarters since. The position peaked at $410K in Q4 2022. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Congress Wealth Management held 3,017 shares of J.M. Smucker worth $296K as of Q2 2025.
  • Congress Wealth Management bought 22 J.M. Smucker shares in Q2 2025, an estimated $2.42K.
  • J.M. Smucker made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1071 holding.
  • Congress Wealth Management first reported a position in J.M. Smucker in Q4 2021 and has held it in 14 quarters since.
  • Congress Wealth Management's J.M. Smucker position peaked at $410K in Q4 2022.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

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