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Joseph Group Capital Management’s J.M. Smucker SJM Stock Holding History

Joseph Group Capital 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
Q4 		– Sell
-217
Closed -$23.6K – 279
2025
Q3 		$23.6K Sell
217
-228
-51% -$24.8K 0.01% 86
2025
Q2 		$43.7K Hold
445
– – 0.01% 75
2025
Q1 		$52.7K Sell
445
-23,284
-98% -$2.51M 0.02% 70
2024
Q4 		$2.61M Buy
23,729
+2,963
+14% +$341K 1.03% 33
2024
Q3 		$2.51M Buy
20,766
+3,622
+21% +$427K 0.96% 35
2024
Q2 		$1.87M Buy
17,144
+1,928
+13% +$218K 0.97% 36
2024
Q1 		$1.92M Buy
15,216
+3,466
+29% +$439K 0.96% 32
2023
Q4 		$1.48M Buy
11,750
+2,139
+22% +$248K 0.86% 33
2023
Q3 		$1.18M Buy
9,611
+1,739
+22% +$247K 0.85% 39
2023
Q2 		$1.16M Buy
7,872
+546
+7% +$83.3K 0.98% 38
2023
Q1 		$1.15M Buy
7,326
+626
+9% +$95.1K 1.01% 32
2022
Q4 		$1.06M Sell
6,700
-107
-2% -$15.9K 1.01% 33
2022
Q3 		$935K Sell
6,807
-649
-9% -$88.4K 1.02% 35
2022
Q2 		$954K Buy
7,456
+335
+5% +$44.7K 0.96% 35
2022
Q1 		$964K Buy
7,121
+302
+4% +$41.2K 0.97% 35
2021
Q4 		$926K Buy
+6,819
New +$870K 0.89% 37

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 $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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 $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Joseph Group Capital Management's SJM Position: Q4 2025 in Review

Joseph Group Capital Management sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 217 shares — an estimated $23.6K sold.

Joseph Group Capital Management first reported a position in SJM in Q4 2021 and held it in 16 quarters. The position peaked at $2.61M in Q4 2024. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Joseph Group Capital Management reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Joseph Group Capital Management sold 217 J.M. Smucker shares in Q4 2025, an estimated $23.6K.
  • Joseph Group Capital Management first reported a position in J.M. Smucker in Q4 2021 and held it in 16 quarters.
  • Joseph Group Capital Management's J.M. Smucker position peaked at $2.61M in Q4 2024.
  • 822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Joseph Group Capital Management's 13F filing for Q4 2025, filed 30 Jan 2026.