FWM
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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

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return