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Klingman & Associates’s J.M. Smucker SJM Stock Holding History

Klingman & Associates’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 		– Sell
-1,743
Closed -$206K – 318
2025
Q1 		$206K Sell
1,743
-82
-4% -$8.86K 0.01% 257
2024
Q4 		$201K Sell
1,825
-77
-4% -$8.86K 0.01% 252
2024
Q3 		$230K Buy
+1,902
New +$224K 0.01% 250
2024
Q2 		– Sell
-1,803
Closed -$227K – 255
2024
Q1 		$227K Sell
1,803
-3
-0.2% -$380 0.02% 223
2023
Q4 		$228K Buy
1,806
+61
+3% +$7.07K 0.02% 212
2023
Q3 		$214K Buy
1,745
+22
+1% +$3.13K 0.02% 208
2023
Q2 		$254K Sell
1,723
-3
-0.2% -$458 0.02% 184
2023
Q1 		$272K Buy
1,726
+1
+0.1% +$152 0.02% 160
2022
Q4 		$273K Sell
1,725
-16
-0.9% -$2.38K 0.02% 166
2022
Q3 		$239K Sell
1,741
-2
-0.1% -$273 0.02% 165
2022
Q2 		$223K Sell
1,743
-7
-0.4% -$934 0.02% 178
2022
Q1 		$237K Buy
+1,750
New +$239K 0.02% 181
2016
Q4 		– Sell
-68
Closed -$9K – 280
2016
Q3 		$9K Hold
68
– – ﹤0.01% 298
2016
Q2 		$10K Hold
68
– – ﹤0.01% 297
2016
Q1 		$9K Hold
68
– – ﹤0.01% 302
2015
Q4 		$8K Sell
68
-1
-1% -$119 ﹤0.01% 317
2015
Q3 		$7K Hold
69
– – ﹤0.01% 339
2015
Q2 		$7K Hold
69
– – ﹤0.01% 331
2015
Q1 		$8K Hold
69
– – ﹤0.01% 290
2014
Q4 		$6K Buy
+69
New +$6.99K ﹤0.01% 314

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Klingman & Associates's SJM Position: Q2 2025 in Review

Klingman & Associates sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 1,743 shares — an estimated $206K sold.

Klingman & Associates first reported a position in SJM in Q4 2014 and held it in 20 quarters. The position peaked at $273K in Q4 2022. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Klingman & Associates reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Klingman & Associates sold 1,743 J.M. Smucker shares in Q2 2025, an estimated $206K.
  • Klingman & Associates first reported a position in J.M. Smucker in Q4 2014 and held it in 20 quarters.
  • Klingman & Associates's J.M. Smucker position peaked at $273K in Q4 2022.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Klingman & Associates's 13F filing for Q2 2025, filed 30 Jul 2025.