Heritage Wealth Advisors’s J.M. Smucker SJM Stock Holding History

Heritage Wealth 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 Q3	–	Sell	-30	Closed	-$2.95K	–	596
2025 Q2	$2.95K	Hold	30	–	–	﹤0.01%	495
2025 Q1	$3.55K	Hold	30	–	–	﹤0.01%	477
2024 Q4	$3.3K	Hold	30	–	–	﹤0.01%	528
2024 Q3	$3.63K	Hold	30	–	–	﹤0.01%	511
2024 Q2	$3.27K	Hold	30	–	–	﹤0.01%	465
2024 Q1	$3.78K	Hold	30	–	–	﹤0.01%	483
2023 Q4	$3.79K	Hold	30	–	–	﹤0.01%	489
2023 Q3	$3.69K	Hold	30	–	–	﹤0.01%	446
2023 Q2	$4.43K	Buy	+30	New	+$4.58K	﹤0.01%	476
2019 Q2	–	Sell	-96	Closed	-$11.2K	–	482
2019 Q1	$11.2K	Hold	96	–	–	﹤0.01%	352
2018 Q4	$8K	Hold	96	–	–	﹤0.01%	324
2018 Q3	$9K	Buy	+96	New	+$10.5K	﹤0.01%	310

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 $3.38T AUM 44.17% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Heritage Wealth Advisors's SJM Position: Q3 2025 in Review

Heritage Wealth Advisors sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 30 shares — an estimated $2.95K sold.

Heritage Wealth Advisors first reported a position in SJM in Q3 2018 and held it in 12 quarters. The position peaked at $11.2K in Q1 2019. 809 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

Heritage Wealth Advisors reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 30 J.M. Smucker shares in Q3 2025, an estimated $2.95K.
Heritage Wealth Advisors first reported a position in J.M. Smucker in Q3 2018 and held it in 12 quarters.
Heritage Wealth Advisors's J.M. Smucker position peaked at $11.2K in Q1 2019.
809 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Heritage Wealth Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.