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

Iron Horse 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 Q2	$2.55K	Hold	26	–	–	﹤0.01%	452
2025 Q1	$3.08K	Hold	26	–	–	﹤0.01%	417
2024 Q4	$2.86K	Buy	26 +13	+100%	+$1.5K	﹤0.01%	353
2024 Q3	$1.57K	Hold	13	–	–	﹤0.01%	403
2024 Q2	$1.42K	Hold	13	–	–	﹤0.01%	387
2024 Q1	$1.64K	Hold	13	–	–	﹤0.01%	362
2023 Q4	$1.64K	Hold	13	–	–	﹤0.01%	388
2023 Q3	$1.6K	Hold	13	–	–	﹤0.01%	390
2023 Q2	$1.92K	Hold	13	–	–	﹤0.01%	236
2023 Q1	$2.05K	Buy	+13	New	+$1.98K	﹤0.01%	254

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Iron Horse Wealth Management's SJM Position: Q2 2025 in Review

Iron Horse Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2025 at 26 shares worth $2.55K. The position accounts for ﹤0.01% of the portfolio, ranked #452.

Iron Horse Wealth Management first reported a position in SJM in Q1 2023 and has held it in 10 quarters since. The position peaked at $3.08K in Q1 2025. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

Iron Horse Wealth Management held 26 shares of J.M. Smucker worth $2.55K as of Q2 2025.
Iron Horse Wealth Management left its J.M. Smucker share count unchanged in Q2 2025.
J.M. Smucker made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #452 holding.
Iron Horse Wealth Management first reported a position in J.M. Smucker in Q1 2023 and has held it in 10 quarters since.
Iron Horse Wealth Management's J.M. Smucker position peaked at $3.08K in Q1 2025.
798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.