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Glenview Trust’s J.M. Smucker SJM Stock Holding History

Glenview Trust’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
-1,843
Closed -$200K – 506
2025
Q3 		$200K Sell
1,843
-232
-11% -$25.2K ﹤0.01% 478
2025
Q2 		$204K Sell
2,075
-51
-2% -$5.61K ﹤0.01% 489
2025
Q1 		$252K Buy
+2,126
New +$230K ﹤0.01% 435
2023
Q4 		– Sell
-1,759
Closed -$216K – 486
2023
Q3 		$216K Hold
1,759
– – 0.01% 427
2023
Q2 		$260K Buy
1,759
+132
+8% +$20.1K 0.01% 405
2023
Q1 		$256K Buy
1,627
+112
+7% +$17K 0.01% 398
2022
Q4 		$240K Buy
+1,515
New +$226K 0.01% 397
2022
Q1 		– Sell
-1,748
Closed -$238K – 433
2021
Q4 		$238K Sell
1,748
-16
-0.9% -$2.04K 0.01% 388
2021
Q3 		$212K Buy
+1,764
New +$224K 0.01% 387

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Glenview Trust's SJM Position: Q4 2025 in Review

Glenview Trust sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 1,843 shares — an estimated $200K sold.

Glenview Trust first reported a position in SJM in Q3 2021 and held it in 9 quarters. The position peaked at $260K in Q2 2023. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Glenview Trust reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Glenview Trust sold 1,843 J.M. Smucker shares in Q4 2025, an estimated $200K.
  • Glenview Trust first reported a position in J.M. Smucker in Q3 2021 and held it in 9 quarters.
  • Glenview Trust's J.M. Smucker position peaked at $260K in Q2 2023.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Glenview Trust's 13F filing for Q4 2025, filed 9 Feb 2026.