Davis Investment Partners’s J.M. Smucker SJM Stock Holding History

Davis Investment Partners’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	-2,011	Closed	-$237K	–	164
2025 Q1	$237K	Buy	+2,011	New	+$217K	0.1%	132

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

Davis Investment Partners's SJM Position: Q2 2025 in Review

Davis Investment Partners sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2,011 shares — an estimated $237K sold.

Davis Investment Partners first reported a position in SJM in Q1 2025 and held it in 1 quarter. The position peaked at $237K in Q1 2025. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

Davis Investment Partners reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
Davis Investment Partners sold 2,011 J.M. Smucker shares in Q2 2025, an estimated $237K.
Davis Investment Partners first reported a position in J.M. Smucker in Q1 2025 and held it in 1 quarter.
Davis Investment Partners's J.M. Smucker position peaked at $237K in Q1 2025.
796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Davis Investment Partners's 13F filing for Q2 2025, filed 8 Jul 2025.