Financial Consulate’s J.M. Smucker SJM Stock Holding History

Financial Consulate’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 Q4	–	Sell	-5	Closed	-$543	–	1436
2025 Q3	$543	Buy	+5	New	+$543	﹤0.01%	975

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Consulate's SJM Position: Q4 2025 in Review

Financial Consulate sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 5 shares — an estimated $543 sold.

Financial Consulate first reported a position in SJM in Q3 2025 and held it in 1 quarter. The position peaked at $543 in Q3 2025. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

Financial Consulate reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
Financial Consulate sold 5 J.M. Smucker shares in Q4 2025, an estimated $543.
Financial Consulate first reported a position in J.M. Smucker in Q3 2025 and held it in 1 quarter.
Financial Consulate's J.M. Smucker position peaked at $543 in Q3 2025.
820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Financial Consulate's 13F filing for Q4 2025, filed 22 Jan 2026.