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GPS Wealth Strategies Group’s J.M. Smucker SJM Stock Holding History

GPS Wealth Strategies Group’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 		$25.5K Sell
261
-404
-61% -$41.8K 0.02% 295
2025
Q3 		$72.2K Sell
665
-400
-38% -$43.4K 0.01% 584
2025
Q2 		$105K Sell
1,065
-157
-13% -$17.3K 0.01% 456
2025
Q1 		$145K Hold
1,222
– – 0.02% 375
2024
Q4 		$135K Sell
1,222
-300
-20% -$34.5K 0.02% 367
2024
Q3 		$184K Buy
1,522
+62
+4% +$7.3K 0.02% 320
2024
Q2 		$159K Sell
1,460
-100
-6% -$11.3K 0.02% 307
2024
Q1 		$196K Sell
1,560
-5,437
-78% -$688K 0.03% 253
2023
Q4 		$884K Buy
6,997
+105
+2% +$12.2K 0.16% 104
2023
Q3 		$847K Buy
6,892
+132
+2% +$18.8K 0.16% 108
2023
Q2 		$998K Sell
6,760
-337
-5% -$51.4K 0.19% 96
2023
Q1 		$1.12M Buy
+7,097
New +$1.08M 0.23% 80
2022
Q4 		– Sell
-6,841
Closed -$940K – 923
2022
Q3 		$940K Sell
6,841
-102
-1% -$13.9K 0.24% 76
2022
Q2 		$889K Buy
6,943
+1,744
+34% +$233K 0.23% 75
2022
Q1 		$704K Buy
5,199
+321
+7% +$43.8K 0.16% 90
2021
Q4 		$663K Buy
4,878
+312
+7% +$39.8K 0.15% 93
2021
Q3 		$548K Buy
4,566
+532
+13% +$67.6K 0.14% 100
2021
Q2 		$523K Buy
4,034
+393
+11% +$52.2K 0.13% 103
2021
Q1 		$460K Buy
3,641
+183
+5% +$21.6K 0.14% 100
2020
Q4 		$400K Sell
3,458
-153
-4% -$17.8K 0.14% 107
2020
Q3 		$417K Buy
+3,611
New +$403K 0.17% 91

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

GPS Wealth Strategies Group's SJM Position: Q4 2025 in Review

GPS Wealth Strategies Group reduced its J.M. Smucker (SJM) stake by 61% in Q4 2025, selling an estimated $41.8K and leaving 261 shares worth $25.5K. The position accounts for 0.02% of the portfolio, ranked #295.

GPS Wealth Strategies Group first reported a position in SJM in Q3 2020 and has held it in 21 quarters since. The position peaked at $1.12M in Q1 2023. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • GPS Wealth Strategies Group held 261 shares of J.M. Smucker worth $25.5K as of Q4 2025.
  • GPS Wealth Strategies Group sold 404 J.M. Smucker shares in Q4 2025, an estimated $41.8K.
  • J.M. Smucker made up 0.02% of GPS Wealth Strategies Group's portfolio in Q4 2025, its #295 holding.
  • GPS Wealth Strategies Group first reported a position in J.M. Smucker in Q3 2020 and has held it in 21 quarters since.
  • GPS Wealth Strategies Group's J.M. Smucker position peaked at $1.12M in Q1 2023.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.