Global Financial Private Client’s J.M. Smucker SJM Stock Holding History

Global Financial Private Client’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 Q2	–	Sell	-269	Closed	-$32K	–	1355
2025 Q1	$32K	Buy	269 +10	+4%	+$1.08K	0.01%	382
2024 Q4	$28.6K	Buy	259 +5	+2%	+$575	0.01%	380
2024 Q3	$30.9K	Sell	254 -200	-44%	-$23.6K	0.01%	369
2024 Q2	$49.6K	Hold	454	–	–	0.02%	302
2024 Q1	$56.8K	Hold	454	–	–	0.02%	294
2023 Q4	$57.5K	Hold	454	–	–	0.03%	285
2023 Q3	$55.3K	Hold	454	–	–	0.03%	274
2023 Q2	$68.4K	Hold	454	–	–	0.03%	263
2023 Q1	$71.7K	Hold	454	–	–	0.04%	247
2022 Q4	$72.1K	Hold	454	–	–	0.04%	233
2022 Q3	$63.5K	Hold	454	–	–	0.04%	239
2022 Q2	$59.7K	Buy	454 +250	+123%	+$33.3K	0.03%	248
2022 Q1	$28.1K	Buy	204 +200	+5,000%	+$27.3K	0.01%	321
2021 Q4	$543	Hold	4	–	–	﹤0.01%	614
2021 Q3	$479	Hold	4	–	–	﹤0.01%	579
2021 Q2	$520	Hold	4	–	–	﹤0.01%	578
2021 Q1	$505	Hold	4	–	–	﹤0.01%	550
2020 Q4	$462	Hold	4	–	–	﹤0.01%	537
2020 Q3	$464	Hold	4	–	–	﹤0.01%	455
2020 Q2	$421	Hold	4	–	–	﹤0.01%	498
2020 Q1	$438	Hold	4	–	–	﹤0.01%	513
2019 Q4	$417	Buy	+4	New	+$423	﹤0.01%	530

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Global Financial Private Client's SJM Position: Q2 2025 in Review

Global Financial Private Client sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 269 shares — an estimated $32K sold.

Global Financial Private Client first reported a position in SJM in Q4 2019 and held it in 22 quarters. The position peaked at $72.1K in Q4 2022. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

Global Financial Private Client reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
Global Financial Private Client sold 269 J.M. Smucker shares in Q2 2025, an estimated $32K.
Global Financial Private Client first reported a position in J.M. Smucker in Q4 2019 and held it in 22 quarters.
Global Financial Private Client's J.M. Smucker position peaked at $72.1K in Q4 2022.
797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.