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

FSA 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
Q3 		$217 Hold
2
– – ﹤0.01% 562
2025
Q2 		$196 Hold
2
– – ﹤0.01% 538
2025
Q1 		$237 Hold
2
– – ﹤0.01% 501
2024
Q4 		$220 Hold
2
– – ﹤0.01% 553
2024
Q3 		$242 Buy
+2
New +$236 ﹤0.01% 550
2024
Q1 		$252 Hold
2
– – ﹤0.01% 602
2023
Q4 		$0 Buy
+2
New +$232 ﹤0.01% 592
2020
Q3 		– Sell
-2
Closed – – 302
2020
Q2 		$0 Hold
2
– – ﹤0.01% 411
2020
Q1 		$0 Hold
2
– – ﹤0.01% 437
2019
Q4 		$0 Buy
+2
New +$212 ﹤0.01% 463

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B 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 $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FSA Wealth Management's SJM Position: Q3 2025 in Review

FSA Wealth Management held its J.M. Smucker (SJM) position steady in Q3 2025 at 2 shares worth $217. The position accounts for ﹤0.01% of the portfolio, ranked #562.

FSA Wealth Management first reported a position in SJM in Q4 2019 and has held it in 10 quarters since. The position peaked at $252 in Q1 2024. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • FSA Wealth Management held 2 shares of J.M. Smucker worth $217 as of Q3 2025.
  • FSA Wealth Management left its J.M. Smucker share count unchanged in Q3 2025.
  • J.M. Smucker made up ﹤0.01% of FSA Wealth Management's portfolio in Q3 2025, its #562 holding.
  • FSA Wealth Management first reported a position in J.M. Smucker in Q4 2019 and has held it in 10 quarters since.
  • FSA Wealth Management's J.M. Smucker position peaked at $252 in Q1 2024.
  • 807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.