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

CWA Asset Management Group’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 		– Sell
-2,051
Closed -$201K – 711
2025
Q2 		$201K Sell
2,051
-93
-4% -$10.2K 0.01% 622
2025
Q1 		$254K Sell
2,144
-335
-14% -$36.2K 0.01% 542
2024
Q4 		$273K Buy
2,479
+258
+12% +$29.7K 0.01% 492
2024
Q3 		$269K Buy
+2,221
New +$262K 0.01% 500
2024
Q1 		$506K Buy
4,017
+403
+11% +$51K 0.03% 319
2023
Q4 		$457K Buy
+3,614
New +$419K 0.03% 262

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

CWA Asset Management Group's SJM Position: Q3 2025 in Review

CWA Asset Management Group sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 2,051 shares — an estimated $201K sold.

CWA Asset Management Group first reported a position in SJM in Q4 2023 and held it in 6 quarters. The position peaked at $506K in Q1 2024. 809 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • CWA Asset Management Group reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • CWA Asset Management Group sold 2,051 J.M. Smucker shares in Q3 2025, an estimated $201K.
  • CWA Asset Management Group first reported a position in J.M. Smucker in Q4 2023 and held it in 6 quarters.
  • CWA Asset Management Group's J.M. Smucker position peaked at $506K in Q1 2024.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on CWA Asset Management Group's 13F filing for Q3 2025, filed 22 Oct 2025.