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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
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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GSB Wealth Management's SJM Position: Q1 2025 in Review

GSB Wealth Management sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 3,585 shares — an estimated $395K sold.

GSB Wealth Management first reported a position in SJM in Q1 2021 and held it in 15 quarters. The position peaked at $820K in Q4 2022. 835 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • GSB Wealth Management reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • GSB Wealth Management sold 3,585 J.M. Smucker shares in Q1 2025, an estimated $395K.
  • GSB Wealth Management first reported a position in J.M. Smucker in Q1 2021 and held it in 15 quarters.
  • GSB Wealth Management's J.M. Smucker position peaked at $820K in Q4 2022.
  • 835 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on GSB Wealth Management's 13F filing for Q1 2025, filed 18 Apr 2025.