Heck Capital Advisors’s J.M. Smucker SJM Stock Holding History

Heck Capital Advisors’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	-160	Closed	-$17.6K	–	699
2024 Q4	$17.6K	Buy	+160	New	+$18.4K	﹤0.01%	488

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Heck Capital Advisors's SJM Position: Q1 2025 in Review

Heck Capital Advisors sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 160 shares — an estimated $17.6K sold.

Heck Capital Advisors first reported a position in SJM in Q4 2024 and held it in 1 quarter. The position peaked at $17.6K in Q4 2024. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

Heck Capital Advisors reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 160 J.M. Smucker shares in Q1 2025, an estimated $17.6K.
Heck Capital Advisors first reported a position in J.M. Smucker in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's J.M. Smucker position peaked at $17.6K in Q4 2024.
834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.