FWM
SJM icon

Forza Wealth Management’s J.M. Smucker SJM Stock Holding History

Forza Wealth 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
Q2 		– Sell
-3,700
Closed -$438K – 191
2025
Q1 		$438K Sell
3,700
-10
-0.3% -$1.08K 0.2% 121
2024
Q4 		$409K Sell
3,710
-30
-0.8% -$3.45K 0.19% 126
2024
Q3 		$453K Sell
3,740
-200
-5% -$23.6K 0.21% 125
2024
Q2 		$430K Sell
3,940
-200
-5% -$22.6K 0.22% 121
2024
Q1 		$521K Sell
4,140
-100
-2% -$12.7K 0.27% 103
2023
Q4 		$536K Sell
4,240
-660
-13% -$76.5K 0.3% 98
2023
Q3 		$602K Hold
4,900
– – 0.31% 99
2023
Q2 		$724K Buy
4,900
+20
+0.4% +$3.05K 0.36% 87
2023
Q1 		$768K Hold
4,880
– – 0.4% 80
2022
Q4 		$773K Buy
+4,880
New +$727K 0.51% 57

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Forza Wealth Management's SJM Position: Q2 2025 in Review

Forza Wealth Management sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 3,700 shares — an estimated $438K sold.

Forza Wealth Management first reported a position in SJM in Q4 2022 and held it in 10 quarters. The position peaked at $773K in Q4 2022. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Forza Wealth Management reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Forza Wealth Management sold 3,700 J.M. Smucker shares in Q2 2025, an estimated $438K.
  • Forza Wealth Management first reported a position in J.M. Smucker in Q4 2022 and held it in 10 quarters.
  • Forza Wealth Management's J.M. Smucker position peaked at $773K in Q4 2022.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Forza Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.