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

Kiker 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
Q3 		– Sell
-133
Closed -$13.1K – 584
2025
Q2 		$13.1K Sell
133
-15
-10% -$1.65K 0.01% 329
2025
Q1 		$17.6K Buy
+148
New +$16K 0.01% 315

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

Kiker Wealth Management's SJM Position: Q3 2025 in Review

Kiker Wealth Management sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 133 shares — an estimated $13.1K sold.

Kiker Wealth Management first reported a position in SJM in Q1 2025 and held it in 2 quarters. The position peaked at $17.6K in Q1 2025. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Kiker Wealth Management reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Kiker Wealth Management sold 133 J.M. Smucker shares in Q3 2025, an estimated $13.1K.
  • Kiker Wealth Management first reported a position in J.M. Smucker in Q1 2025 and held it in 2 quarters.
  • Kiker Wealth Management's J.M. Smucker position peaked at $17.6K in Q1 2025.
  • 807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Kiker Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.