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

HHM 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
Q1 		– Sell
-11
Closed -$1.21K – 1032
2024
Q4 		$1.21K Buy
+11
New +$1.26K ﹤0.01% 822
2023
Q4 		– Sell
-2
Closed -$246 – 808
2023
Q3 		$246 Sell
2
-2
-50% -$284 ﹤0.01% 761
2023
Q2 		$591 Hold
4
– – ﹤0.01% 770
2023
Q1 		$630 Buy
+4
New +$608 ﹤0.01% 784

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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 $618B 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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's SJM Position: Q1 2025 in Review

HHM Wealth Advisors sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 11 shares — an estimated $1.21K sold.

HHM Wealth Advisors first reported a position in SJM in Q1 2023 and held it in 4 quarters. The position peaked at $1.21K in Q4 2024. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • HHM Wealth Advisors reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 11 J.M. Smucker shares in Q1 2025, an estimated $1.21K.
  • HHM Wealth Advisors first reported a position in J.M. Smucker in Q1 2023 and held it in 4 quarters.
  • HHM Wealth Advisors's J.M. Smucker position peaked at $1.21K in Q4 2024.
  • 833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.