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

Greenleaf 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
Q2 		– Sell
-5,500
Closed -$651K – 840
2025
Q1 		$651K Sell
5,500
-2,460
-31% -$266K 0.01% 430
2024
Q4 		$877K Buy
7,960
+1,897
+31% +$218K 0.01% 363
2024
Q3 		$734K Buy
6,063
+792
+15% +$93.3K 0.01% 421
2024
Q2 		$575K Buy
5,271
+59
+1% +$6.68K 0.01% 444
2024
Q1 		$656K Sell
5,212
-2
-0% -$253 0.01% 398
2023
Q4 		$659K Sell
5,214
-388
-7% -$45K 0.01% 385
2023
Q3 		$689K Sell
5,602
-256
-4% -$36.4K 0.01% 348
2023
Q2 		$865K Buy
5,858
+16
+0.3% +$2.44K 0.01% 311
2023
Q1 		$919K Buy
5,842
+137
+2% +$20.8K 0.01% 296
2022
Q4 		$904K Buy
5,705
+42
+0.7% +$6.26K 0.01% 284
2022
Q3 		$778K Buy
5,663
+1,673
+42% +$228K 0.01% 282
2022
Q2 		$511K Buy
3,990
+883
+28% +$118K 0.01% 380
2022
Q1 		$421K Sell
3,107
-170
-5% -$23.2K 0.01% 469
2021
Q4 		$445K Buy
3,277
+57
+2% +$7.27K 0.01% 454
2021
Q3 		$386K Sell
3,220
-101
-3% -$12.8K ﹤0.01% 491
2021
Q2 		$430K Buy
3,321
+225
+7% +$29.9K 0.01% 443
2021
Q1 		$392K Buy
3,096
+467
+18% +$55.1K 0.01% 457
2020
Q4 		$304K Buy
+2,629
New +$306K ﹤0.01% 448

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Greenleaf Trust's SJM Position: Q2 2025 in Review

Greenleaf Trust sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 5,500 shares — an estimated $651K sold.

Greenleaf Trust first reported a position in SJM in Q4 2020 and held it in 18 quarters. The position peaked at $919K in Q1 2023. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Greenleaf Trust reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Greenleaf Trust sold 5,500 J.M. Smucker shares in Q2 2025, an estimated $651K.
  • Greenleaf Trust first reported a position in J.M. Smucker in Q4 2020 and held it in 18 quarters.
  • Greenleaf Trust's J.M. Smucker position peaked at $919K in Q1 2023.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Greenleaf Trust's 13F filing for Q2 2025, filed 17 Jul 2025.