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Creekmur Asset Management’s J.M. Smucker SJM Stock Holding History

Creekmur Asset 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
Q3 		$648K Sell
5,968
-3,385
-36% -$368K 0.11% 108
2025
Q2 		$918K Buy
9,353
+2,391
+34% +$263K 0.16% 91
2025
Q1 		$824K Buy
6,962
+6,920
+16,476% +$747K 0.17% 64
2024
Q4 		$4.63K Hold
42
– – ﹤0.01% 508
2024
Q3 		$5.09K Hold
42
– – ﹤0.01% 532
2024
Q2 		$4.58K Buy
+42
New +$4.75K ﹤0.01% 594
2024
Q1 		– Sell
-101
Closed -$12.8K – 899
2023
Q4 		$12.8K Buy
+101
New +$11.7K ﹤0.01% 500

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 $3.38T AUM 44.17% 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

Creekmur Asset Management's SJM Position: Q3 2025 in Review

Creekmur Asset Management reduced its J.M. Smucker (SJM) stake by 36% in Q3 2025, selling an estimated $368K and leaving 5,968 shares worth $648K. The position accounts for 0.11% of the portfolio, ranked #108.

Creekmur Asset Management first reported a position in SJM in Q4 2023 and has held it in 7 quarters since. The position peaked at $918K in Q2 2025. 809 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Creekmur Asset Management held 5,968 shares of J.M. Smucker worth $648K as of Q3 2025.
  • Creekmur Asset Management sold 3,385 J.M. Smucker shares in Q3 2025, an estimated $368K.
  • J.M. Smucker made up 0.11% of Creekmur Asset Management's portfolio in Q3 2025, its #108 holding.
  • Creekmur Asset Management first reported a position in J.M. Smucker in Q4 2023 and has held it in 7 quarters since.
  • Creekmur Asset Management's J.M. Smucker position peaked at $918K in Q2 2025.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.