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

Future Financial 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
Q4 		– Sell
-7
Closed -$802 – 382
2025
Q3 		$802 Hold
7
– – ﹤0.01% 442
2025
Q2 		$720 Hold
7
– – ﹤0.01% 433
2025
Q1 		$863 Hold
7
– – ﹤0.01% 425
2024
Q4 		$797 Hold
7
– – ﹤0.01% 427
2024
Q3 		$870 Buy
+7
New +$825 ﹤0.01% 447
2024
Q2 		– Sell
-7
Closed -$893 – 401
2024
Q1 		$893 Buy
+7
New +$886 ﹤0.01% 473
2022
Q2 		– Sell
-2
Closed – – 412
2022
Q1 		$0 Hold
2
– – ﹤0.01% 555
2021
Q4 		$0 Buy
+2
New +$255 ﹤0.01% 538

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
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

Future Financial Wealth Management's SJM Position: Q4 2025 in Review

Future Financial Wealth Management sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 7 shares — an estimated $802 sold.

Future Financial Wealth Management first reported a position in SJM in Q4 2021 and held it in 8 quarters. The position peaked at $893 in Q1 2024. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Future Financial Wealth Management reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Future Financial Wealth Management sold 7 J.M. Smucker shares in Q4 2025, an estimated $802.
  • Future Financial Wealth Management first reported a position in J.M. Smucker in Q4 2021 and held it in 8 quarters.
  • Future Financial Wealth Management's J.M. Smucker position peaked at $893 in Q1 2024.
  • 822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Future Financial Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.