Focus Partners Wealth
SJM icon

Focus Partners Wealth’s J.M. Smucker SJM Stock Holding History

Focus Partners Wealth’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
2026
Q1 		$1.46M Sell
15,113
-27,126
-64% -$2.84M ﹤0.01% 1452
2025
Q4 		$4.15M Sell
42,239
-1,924
-4% -$199K ﹤0.01% 1012
2025
Q3 		$4.8M Buy
44,163
+1,925
+5% +$209K 0.01% 755
2025
Q2 		$4.15M Buy
42,238
+1,110
+3% +$122K 0.01% 731
2025
Q1 		$4.87M Sell
41,128
-763
-2% -$82.4K 0.01% 635
2024
Q4 		$4.61M Buy
41,891
+32,743
+358% +$3.77M 0.01% 628
2024
Q3 		$1.11M Sell
9,148
-68
-0.7% -$8.01K ﹤0.01% 916
2024
Q2 		$1M Buy
9,216
+6,168
+202% +$698K ﹤0.01% 795
2024
Q1 		$384K Buy
3,048
+88
+3% +$11.1K ﹤0.01% 779
2023
Q4 		$374K Buy
+2,960
New +$343K ﹤0.01% 628

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 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 $653B AUM 32.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return