HWM
SJM icon

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

Hemington 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
Q3 		$17K Buy
164
+27
+20% +$2.93K ﹤0.01% 704
2025
Q2 		$13K Sell
137
-13
-9% -$1.43K ﹤0.01% 769
2025
Q1 		$17K Buy
150
+48
+47% +$5.18K ﹤0.01% 634
2024
Q4 		$11K Buy
102
+4
+4% +$460 ﹤0.01% 748
2024
Q3 		$11K Buy
+98
New +$11.5K ﹤0.01% 689

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Hemington Wealth Management's SJM Position: Q3 2025 in Review

Hemington Wealth Management increased its J.M. Smucker (SJM) stake by 20% in Q3 2025, buying an estimated $2.93K and bringing the position to 164 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Hemington Wealth Management first reported a position in SJM in Q3 2024 and has held it in 5 quarters since. 808 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Hemington Wealth Management held 164 shares of J.M. Smucker worth $17K as of Q3 2025.
  • Hemington Wealth Management bought 27 J.M. Smucker shares in Q3 2025, an estimated $2.93K.
  • J.M. Smucker made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #704 holding.
  • Hemington Wealth Management first reported a position in J.M. Smucker in Q3 2024 and has held it in 5 quarters since.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.