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GeoWealth Management’s J.M. Smucker SJM Stock Holding History

GeoWealth 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 		– Sell
-344
Closed -$33.8K – 1149
2025
Q2 		$33.8K Sell
344
-76
-18% -$8.36K ﹤0.01% 1003
2025
Q1 		$49.7K Sell
420
-547
-57% -$59.1K ﹤0.01% 896
2024
Q4 		$106K Buy
967
+126
+15% +$14.5K ﹤0.01% 952
2024
Q3 		$102K Buy
+841
New +$99.1K ﹤0.01% 890

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

GeoWealth Management's SJM Position: Q3 2025 in Review

GeoWealth Management sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 344 shares — an estimated $33.8K sold.

GeoWealth Management first reported a position in SJM in Q3 2024 and held it in 4 quarters. The position peaked at $106K in Q4 2024. 809 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • GeoWealth Management reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 344 J.M. Smucker shares in Q3 2025, an estimated $33.8K.
  • GeoWealth Management first reported a position in J.M. Smucker in Q3 2024 and held it in 4 quarters.
  • GeoWealth Management's J.M. Smucker position peaked at $106K in Q4 2024.
  • 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.