GIM
SJM icon

Goelzer Investment Management’s J.M. Smucker SJM Stock Holding History

Goelzer Investment 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
Q1 		– Sell
-53,581
Closed -$5.9M – 242
2024
Q4 		$5.9M Sell
53,581
-2,304
-4% -$265K 0.34% 69
2024
Q3 		$6.77M Sell
55,885
-871
-2% -$103K 0.37% 57
2024
Q2 		$6.19M Sell
56,756
-1,125
-2% -$127K 0.35% 62
2024
Q1 		$7.29M Sell
57,881
-930
-2% -$118K 0.41% 52
2023
Q4 		$7.43M Buy
58,811
+2,125
+4% +$246K 0.48% 45
2023
Q3 		$6.97M Sell
56,686
-1,246
-2% -$177K 0.49% 46
2023
Q2 		$8.55M Buy
57,932
+453
+0.8% +$69.1K 0.72% 39
2023
Q1 		$9.05M Buy
57,479
+6,897
+14% +$1.05M 0.79% 32
2022
Q4 		$8.02M Sell
50,582
-1,042
-2% -$155K 0.69% 39
2022
Q3 		$7.09M Buy
51,624
+1,022
+2% +$139K 0.71% 37
2022
Q2 		$6.48M Buy
50,602
+3,385
+7% +$451K 0.63% 47
2022
Q1 		$6.39M Buy
47,217
+166
+0.4% +$22.6K 0.55% 57
2021
Q4 		$6.39M Sell
47,051
-950
-2% -$121K 0.52% 59
2021
Q3 		$5.76M Sell
48,001
-1,514
-3% -$192K 0.51% 63
2021
Q2 		$6.42M Buy
49,515
+881
+2% +$117K 0.53% 55
2021
Q1 		$6.15M Sell
48,634
-2,905
-6% -$343K 0.54% 56
2020
Q4 		$5.96M Sell
51,539
-766
-1% -$89K 0.55% 58
2020
Q3 		$6.04M Sell
52,305
-585
-1% -$65.2K 0.56% 52
2020
Q2 		$5.6M Buy
52,890
+45
+0.1% +$5.06K 0.54% 51
2020
Q1 		$5.87M Buy
52,845
+2,376
+5% +$254K 0.67% 38
2019
Q4 		$5.25M Buy
50,469
+1,270
+3% +$134K 0.45% 67
2019
Q3 		$5.41M Buy
49,199
+25,049
+104% +$2.79M 0.5% 66
2019
Q2 		$2.78M Buy
24,150
+628
+3% +$76.7K 0.26% 113
2019
Q1 		$2.74M Buy
23,522
+765
+3% +$80K 0.26% 114
2018
Q4 		$2.13M Buy
+22,757
New +$2.38M 0.27% 121
2013
Q3 		– Sell
-7,902
Closed -$815K – 181
2013
Q2 		$815K Buy
+7,902
New +$805K 0.09% 153

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goelzer Investment Management's SJM Position: Q1 2025 in Review

Goelzer Investment Management sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 53,581 shares — an estimated $5.9M sold.

Goelzer Investment Management first reported a position in SJM in Q2 2013 and held it in 26 quarters. The position peaked at $9.05M in Q1 2023. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Goelzer Investment Management reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Goelzer Investment Management sold 53,581 J.M. Smucker shares in Q1 2025, an estimated $5.9M.
  • Goelzer Investment Management first reported a position in J.M. Smucker in Q2 2013 and held it in 26 quarters.
  • Goelzer Investment Management's J.M. Smucker position peaked at $9.05M in Q1 2023.
  • 834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Goelzer Investment Management's 13F filing for Q1 2025, filed 23 Apr 2025.