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Kestra Investment Management’s J.M. Smucker SJM Stock Holding History

Kestra Investment 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
Q3 		– Sell
-256
Closed -$28.4K – 908
2025
Q2 		$28.4K Buy
256
+94
+58% +$10.3K ﹤0.01% 608
2025
Q1 		$19.2K Buy
+162
New +$17.5K ﹤0.01% 556

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Kestra Investment Management's SJM Position: Q3 2025 in Review

Kestra Investment Management sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 256 shares — an estimated $28.4K sold.

Kestra Investment Management first reported a position in SJM in Q1 2025 and held it in 2 quarters. The position peaked at $28.4K in Q2 2025. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Kestra Investment Management reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 256 J.M. Smucker shares in Q3 2025, an estimated $28.4K.
  • Kestra Investment Management first reported a position in J.M. Smucker in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's J.M. Smucker position peaked at $28.4K in Q2 2025.
  • 807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.