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Hudson Valley Investment Advisors’s J.M. Smucker SJM Stock Holding History

Hudson Valley Investment 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
Q2 		– Sell
-6,940
Closed -$822K – 180
2025
Q1 		$822K Hold
6,940
– – 0.1% 103
2024
Q4 		$764K Sell
6,940
-625
-8% -$71.9K 0.09% 105
2024
Q3 		$916K Hold
7,565
– – 0.1% 102
2024
Q2 		$976K Hold
7,565
– – 0.13% 98
2024
Q1 		$952K Hold
7,565
– – 0.11% 100
2023
Q4 		$976K Sell
7,565
-225
-3% -$26.1K 0.13% 99
2023
Q3 		$957K Sell
7,790
-95
-1% -$13.5K 0.14% 103
2023
Q2 		$1.16M Sell
7,885
-35
-0.4% -$5.34K 0.16% 105
2023
Q1 		$1.25M Sell
7,920
-72
-0.9% -$10.9K 0.17% 106
2022
Q4 		$1.27M Hold
7,992
– – 0.19% 104
2022
Q3 		$1.1M Buy
+7,992
New +$1.09M 0.18% 106
2018
Q4 		– Sell
-4,337
Closed -$445K – 166
2018
Q3 		$445K Buy
4,337
+192
+5% +$21K 0.1% 114
2018
Q2 		$446K Buy
4,145
+18
+0.4% +$2.02K 0.11% 113
2018
Q1 		$512K Sell
4,127
-1,079
-21% -$135K 0.13% 109
2017
Q4 		$647K Sell
5,206
-5,972
-53% -$664K 0.16% 103
2017
Q3 		$1.17M Sell
11,178
-2,685
-19% -$307K 0.3% 83
2017
Q2 		$1.64M Sell
13,863
-535
-4% -$67.6K 0.45% 65
2017
Q1 		$1.89M Buy
14,398
+695
+5% +$94.5K 0.53% 59
2016
Q4 		$1.75M Buy
13,703
+2,154
+19% +$279K 0.52% 60
2016
Q3 		$1.56M Buy
11,549
+862
+8% +$127K 0.49% 62
2016
Q2 		$1.63M Buy
+10,687
New +$1.42M 0.52% 56
2016
Q1 		– Sell
-7,745
Closed -$955K – 147
2015
Q4 		$955K Buy
7,745
+5,095
+192% +$607K 0.3% 79
2015
Q3 		$302K Buy
+2,650
New +$295K 0.1% 121

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Hudson Valley Investment Advisors's SJM Position: Q2 2025 in Review

Hudson Valley Investment Advisors sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 6,940 shares — an estimated $822K sold.

Hudson Valley Investment Advisors first reported a position in SJM in Q3 2015 and held it in 23 quarters. The position peaked at $1.89M in Q1 2017. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Hudson Valley Investment Advisors reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Hudson Valley Investment Advisors sold 6,940 J.M. Smucker shares in Q2 2025, an estimated $822K.
  • Hudson Valley Investment Advisors first reported a position in J.M. Smucker in Q3 2015 and held it in 23 quarters.
  • Hudson Valley Investment Advisors's J.M. Smucker position peaked at $1.89M in Q1 2017.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.