GWM
SJM icon

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

Gitterman 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 		– Sell
-3,686
Closed -$362K – 299
2025
Q2 		$362K Buy
+3,686
New +$405K 0.08% 62
2023
Q2 		– Sell
-1,487
Closed -$234K – 104
2023
Q1 		$234K Buy
+1,487
New +$226K 0.11% 61
2022
Q4 		– Sell
-1,842
Closed -$252K – 90
2022
Q3 		$252K Buy
1,842
+4
+0.2% +$545 0.26% 44
2022
Q2 		$236K Buy
+1,838
New +$245K 0.22% 51
2022
Q1 		– Sell
-1,735
Closed -$235K – 121
2021
Q4 		$235K Buy
+1,735
New +$221K 0.17% 71

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

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

Gitterman Wealth Management sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 3,686 shares — an estimated $362K sold.

Gitterman Wealth Management first reported a position in SJM in Q4 2021 and held it in 5 quarters. The position peaked at $362K in Q2 2025. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Gitterman Wealth Management reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 3,686 J.M. Smucker shares in Q3 2025, an estimated $362K.
  • Gitterman Wealth Management first reported a position in J.M. Smucker in Q4 2021 and held it in 5 quarters.
  • Gitterman Wealth Management's J.M. Smucker position peaked at $362K in Q2 2025.
  • 807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.