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Independence Bank of Kentucky’s J.M. Smucker SJM Stock Holding History

Independence Bank of Kentucky’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
Q4 		– Sell
-83
Closed -$9.01K – 749
2025
Q3 		$9.01K Hold
83
– – ﹤0.01% 544
2025
Q2 		$8.15K Hold
83
– – ﹤0.01% 542
2025
Q1 		$9.83K Hold
83
– – ﹤0.01% 516
2024
Q4 		$9.14K Hold
83
– – ﹤0.01% 524
2024
Q3 		$10.1K Buy
83
+8
+11% +$942 ﹤0.01% 486
2024
Q2 		$8.18K Buy
+75
New +$8.49K ﹤0.01% 462
2023
Q3 		– Sell
-50
Closed -$7.38K – 512
2023
Q2 		$7.38K Hold
50
– – ﹤0.01% 405
2023
Q1 		$7.87K Sell
50
-115
-70% -$17.5K ﹤0.01% 371
2022
Q4 		$26K Hold
165
– – 0.01% 307
2022
Q3 		$23K Buy
165
+50
+43% +$6.81K 0.01% 293
2022
Q2 		$15K Hold
115
– – 0.01% 327
2022
Q1 		$16K Hold
115
– – 0.01% 331
2021
Q4 		$16K Sell
115
-500
-81% -$63.8K 0.01% 318
2021
Q3 		$74K Hold
615
– – 0.03% 215
2021
Q2 		$80K Sell
615
-5
-0.8% -$664 0.04% 207
2021
Q1 		$78K Sell
620
-730
-54% -$86.2K 0.04% 202
2020
Q4 		$156K Hold
1,350
– – 0.08% 156
2020
Q3 		$156K Hold
1,350
– – 0.09% 141
2020
Q2 		$143K Sell
1,350
-70
-5% -$7.87K 0.09% 133
2020
Q1 		$158K Buy
1,420
+510
+56% +$54.5K 0.12% 123
2019
Q4 		$95K Buy
910
+315
+53% +$33.3K 0.06% 168
2019
Q3 		$65K Sell
595
-75
-11% -$8.36K 0.05% 182
2019
Q2 		$77K Hold
670
– – 0.06% 158
2019
Q1 		$78K Hold
670
– – 0.06% 151
2018
Q4 		$63K Hold
670
– – 0.06% 151
2018
Q3 		$69K Buy
670
+450
+205% +$49.1K 0.05% 156
2018
Q2 		$24K Hold
220
– – 0.02% 212
2018
Q1 		$27K Sell
220
-1,175
-84% -$147K 0.02% 206
2017
Q4 		$173K Buy
+1,395
New +$155K 0.15% 116

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 $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Independence Bank of Kentucky's SJM Position: Q4 2025 in Review

Independence Bank of Kentucky sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 83 shares — an estimated $9.01K sold.

Independence Bank of Kentucky first reported a position in SJM in Q4 2017 and held it in 29 quarters. The position peaked at $173K in Q4 2017. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Independence Bank of Kentucky reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Independence Bank of Kentucky sold 83 J.M. Smucker shares in Q4 2025, an estimated $9.01K.
  • Independence Bank of Kentucky first reported a position in J.M. Smucker in Q4 2017 and held it in 29 quarters.
  • Independence Bank of Kentucky's J.M. Smucker position peaked at $173K in Q4 2017.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Independence Bank of Kentucky's 13F filing for Q4 2025, filed 20 Jan 2026.