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Great Diamond Partners’s J.M. Smucker SJM Stock Holding History

Great Diamond Partners’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
-2,416
Closed -$262K – 239
2025
Q3 		$262K Sell
2,416
-780
-24% -$84.7K 0.05% 201
2025
Q2 		$314K Buy
+3,196
New +$351K 0.07% 180
2020
Q1 		– Sell
-1
Closed – – 511
2019
Q4 		$0 Buy
+1
New +$106 ﹤0.01% 680

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Great Diamond Partners's SJM Position: Q4 2025 in Review

Great Diamond Partners sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 2,416 shares — an estimated $262K sold.

Great Diamond Partners first reported a position in SJM in Q4 2019 and held it in 3 quarters. The position peaked at $314K in Q2 2025. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Great Diamond Partners reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Great Diamond Partners sold 2,416 J.M. Smucker shares in Q4 2025, an estimated $262K.
  • Great Diamond Partners first reported a position in J.M. Smucker in Q4 2019 and held it in 3 quarters.
  • Great Diamond Partners's J.M. Smucker position peaked at $314K in Q2 2025.
  • 822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Great Diamond Partners's 13F filing for Q4 2025, filed 6 Feb 2026.