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Journey Advisory Group’s J.M. Smucker SJM Stock Holding History

Journey Advisory Group’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
Q3 		– Sell
-2,143
Closed -$210K – 286
2025
Q2 		$210K Buy
2,143
+261
+14% +$28.7K 0.02% 269
2025
Q1 		$223K Sell
1,882
-352
-16% -$38K 0.02% 263
2024
Q4 		$244K Hold
2,234
– – 0.03% 207
2024
Q3 		$244K Hold
2,234
– – 0.03% 207
2024
Q2 		$244K Sell
2,234
-448
-17% -$50.7K 0.03% 207
2024
Q1 		$338K Buy
2,682
+413
+18% +$52.3K 0.04% 189
2023
Q4 		$287K Sell
2,269
-215
-9% -$24.9K 0.04% 181
2023
Q3 		$305K Hold
2,484
– – 0.05% 173
2023
Q2 		$367K Sell
2,484
-414
-14% -$63.1K 0.05% 167
2023
Q1 		$456K Sell
2,898
-103
-3% -$15.6K 0.07% 157
2022
Q4 		$476K Sell
3,001
-560
-16% -$83.4K 0.12% 131
2022
Q3 		$489K Buy
3,561
+1
+0% +$136 0.12% 140
2022
Q2 		$477K Buy
3,560
+566
+19% +$75.5K 0.11% 153
2022
Q1 		$405K Sell
2,994
-26
-0.9% -$3.54K 0.1% 157
2021
Q4 		$410K Sell
3,020
-283
-9% -$36.1K 0.11% 150
2021
Q3 		$396K Sell
3,303
-1,304
-28% -$166K 0.13% 145
2021
Q2 		$597K Sell
4,607
-200
-4% -$26.6K 0.19% 105
2021
Q1 		$608K Sell
4,807
-39
-0.8% -$4.6K 0.21% 96
2020
Q4 		$560K Buy
+4,846
New +$563K 0.21% 94

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Journey Advisory Group's SJM Position: Q3 2025 in Review

Journey Advisory Group sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 2,143 shares — an estimated $210K sold.

Journey Advisory Group first reported a position in SJM in Q4 2020 and held it in 19 quarters. The position peaked at $608K in Q1 2021. 808 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Journey Advisory Group reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Journey Advisory Group sold 2,143 J.M. Smucker shares in Q3 2025, an estimated $210K.
  • Journey Advisory Group first reported a position in J.M. Smucker in Q4 2020 and held it in 19 quarters.
  • Journey Advisory Group's J.M. Smucker position peaked at $608K in Q1 2021.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Journey Advisory Group's 13F filing for Q3 2025, filed 10 Nov 2025.