GSB Wealth Management’s J.M. Smucker SJM Stock Holding History

GSB Wealth 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	-3,585	Closed	-$395K	–	236
2024 Q4	$395K	Sell	3,585 -1,139	-24%	-$131K	0.1%	154
2024 Q3	$572K	Sell	4,724 -798	-14%	-$94K	0.15%	134
2024 Q2	$602K	Buy	5,522 +22	+0.4%	+$2.49K	0.16%	129
2024 Q1	$692K	Buy	5,500 +304	+6%	+$38.5K	0.19%	122
2023 Q4	$657K	Buy	5,196 +834	+19%	+$96.6K	0.2%	117
2023 Q3	$536K	Buy	4,362 +16	+0.4%	+$2.27K	0.18%	127
2023 Q2	$642K	Buy	4,346 +16	+0.4%	+$2.44K	0.21%	118
2023 Q1	$681K	Sell	4,330 -844	-16%	-$128K	0.22%	123
2022 Q4	$820K	Buy	5,174 +16	+0.3%	+$2.38K	0.29%	109
2022 Q3	$709K	Sell	5,158 -198	-4%	-$27K	0.26%	122
2022 Q2	$686K	Buy	5,356 +139	+3%	+$18.5K	0.23%	130
2022 Q1	$706K	Buy	5,217 +1,557	+43%	+$212K	0.21%	142
2021 Q4	$497K	Buy	+3,660	New	+$467K	0.14%	158
2021 Q3	–	Sell	-3,407	Closed	-$441K	–	204
2021 Q2	$441K	Buy	3,407 +15	+0.4%	+$1.99K	0.14%	162
2021 Q1	$429K	Buy	+3,392	New	+$400K	0.14%	150

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Nordea Investment Management

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return