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Frank Rimerman Advisors’s J.M. Smucker SJM Stock Holding History

Frank Rimerman Advisors’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
-1,867
Closed -$203K – 637
2025
Q3 		$203K Buy
+1,867
New +$203K 0.01% 581
2024
Q4 		– Sell
-1,833
Closed -$222K – 557
2024
Q3 		$222K Buy
+1,833
New +$216K 0.02% 486
2024
Q2 		– Sell
-6
Closed -$755 – 543
2024
Q1 		$755 Hold
6
– – ﹤0.01% 326
2023
Q4 		$758 Buy
+6
New +$695 ﹤0.01% 303

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 $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Frank Rimerman Advisors's SJM Position: Q4 2025 in Review

Frank Rimerman Advisors sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 1,867 shares — an estimated $203K sold.

Frank Rimerman Advisors first reported a position in SJM in Q4 2023 and held it in 4 quarters. The position peaked at $222K in Q3 2024. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Frank Rimerman Advisors reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Frank Rimerman Advisors sold 1,867 J.M. Smucker shares in Q4 2025, an estimated $203K.
  • Frank Rimerman Advisors first reported a position in J.M. Smucker in Q4 2023 and held it in 4 quarters.
  • Frank Rimerman Advisors's J.M. Smucker position peaked at $222K in Q3 2024.
  • 822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Frank Rimerman Advisors's 13F filing for Q4 2025, filed 15 Jan 2026.