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Cornerstone Capital’s J.M. Smucker SJM Stock Holding History

Cornerstone Capital’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
Q1 		– Sell
-52,395
Closed -$5.77M – 103
2024
Q4 		$5.77M Sell
52,395
-21,245
-29% -$2.44M 0.61% 44
2024
Q3 		$8.92M Sell
73,640
-2,080
-3% -$245K 0.83% 43
2024
Q2 		$8.26M Sell
75,720
-7,450
-9% -$843K 0.83% 42
2024
Q1 		$10.5M Sell
83,170
-9,632
-10% -$1.22M 1.07% 36
2023
Q4 		$11.7M Sell
92,802
-1,002
-1% -$116K 1.29% 33
2023
Q3 		$11.5M Buy
93,804
+165
+0.2% +$23.4K 1.39% 31
2023
Q2 		$13.8M Sell
93,639
-18,538
-17% -$2.83M 1.6% 25
2023
Q1 		$17.7M Sell
112,177
-29,434
-21% -$4.47M 2.13% 20
2022
Q4 		$22.4M Sell
141,611
-791
-0.6% -$118K 2.87% 11
2022
Q3 		$19.6M Sell
142,402
-14,560
-9% -$1.98M 2.75% 12
2022
Q2 		$20.1M Sell
156,962
-1,255
-0.8% -$167K 2.57% 14
2022
Q1 		$21.4M Sell
158,217
-22
-0% -$3K 2.4% 15
2021
Q4 		$21.5M Sell
158,239
-2,147
-1% -$274K 2.29% 18
2021
Q3 		$19.3M Buy
160,386
+2,159
+1% +$274K 2.22% 21
2021
Q2 		$20.5M Sell
158,227
-30
-0% -$3.98K 2.33% 20
2021
Q1 		$20M Sell
158,257
-7,494
-5% -$885K 2.42% 19
2020
Q4 		$19.2M Sell
165,751
-3,542
-2% -$412K 2.47% 19
2020
Q3 		$19.6M Buy
169,293
+3,271
+2% +$365K 2.82% 16
2020
Q2 		$17.6M Buy
166,022
+2,437
+1% +$274K 2.99% 15
2020
Q1 		$18.2M Buy
163,585
+7,163
+5% +$766K 3.77% 11
2019
Q4 		$16.3M Buy
156,422
+27,333
+21% +$2.89M 2.3% 20
2019
Q3 		$14.2M Buy
129,089
+124,599
+2,775% +$13.9M 2.21% 24
2019
Q2 		$517K Buy
+4,490
New +$548K 0.08% 61

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cornerstone Capital's SJM Position: Q1 2025 in Review

Cornerstone Capital sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 52,395 shares — an estimated $5.77M sold.

Cornerstone Capital first reported a position in SJM in Q2 2019 and held it in 23 quarters. The position peaked at $22.4M in Q4 2022. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Cornerstone Capital reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Cornerstone Capital sold 52,395 J.M. Smucker shares in Q1 2025, an estimated $5.77M.
  • Cornerstone Capital first reported a position in J.M. Smucker in Q2 2019 and held it in 23 quarters.
  • Cornerstone Capital's J.M. Smucker position peaked at $22.4M in Q4 2022.
  • 834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Cornerstone Capital's 13F filing for Q1 2025, filed 13 May 2025.