Cooksen Wealth’s J.M. Smucker SJM Stock Holding History

Cooksen Wealth’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	-260	Closed	-$32.7K	–	105
2025 Q1	$32.7K	Buy	+260	New	+$28.1K	0.03%	67
2024 Q1	–	Sell	-260	Closed	-$32.9K	–	81
2023 Q4	$32.9K	Buy	+260	New	+$30.1K	0.04%	67

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Cooksen Wealth's SJM Position: Q2 2025 in Review

Cooksen Wealth sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 260 shares — an estimated $32.7K sold.

Cooksen Wealth first reported a position in SJM in Q4 2023 and held it in 2 quarters. The position peaked at $32.9K in Q4 2023. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

Cooksen Wealth reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
Cooksen Wealth sold 260 J.M. Smucker shares in Q2 2025, an estimated $32.7K.
Cooksen Wealth first reported a position in J.M. Smucker in Q4 2023 and held it in 2 quarters.
Cooksen Wealth's J.M. Smucker position peaked at $32.9K in Q4 2023.
796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Cooksen Wealth's 13F filing for Q2 2025, filed 15 Aug 2025.