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Gries Financial’s J.M. Smucker SJM Stock Holding History

Gries Financial’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
Q3 		$1.84M Buy
16,899
+971
+6% +$105K 0.29% 75
2025
Q2 		$1.56M Buy
15,928
+608
+4% +$66.8K 0.28% 85
2025
Q1 		$1.81M Buy
+15,320
New +$1.65M 0.35% 64
2021
Q2 		– Sell
-15,421
Closed -$2.1M – 177
2021
Q1 		$2.1M Buy
+15,421
New +$1.82M 0.67% 48

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Gries Financial's SJM Position: Q3 2025 in Review

Gries Financial increased its J.M. Smucker (SJM) stake by 6.1% in Q3 2025, buying an estimated $105K and bringing the position to 16,899 shares worth $1.84M. The position accounts for 0.29% of the portfolio, ranked #75.

Gries Financial first reported a position in SJM in Q1 2021 and has held it in 4 quarters since. The position peaked at $2.1M in Q1 2021. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Gries Financial held 16,899 shares of J.M. Smucker worth $1.84M as of Q3 2025.
  • Gries Financial bought 971 J.M. Smucker shares in Q3 2025, an estimated $105K.
  • J.M. Smucker made up 0.29% of Gries Financial's portfolio in Q3 2025, its #75 holding.
  • Gries Financial first reported a position in J.M. Smucker in Q1 2021 and has held it in 4 quarters since.
  • Gries Financial's J.M. Smucker position peaked at $2.1M in Q1 2021.
  • 807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Gries Financial's 13F filing for Q3 2025, filed 22 Oct 2025.