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Lindbrook Capital’s J.M. Smucker SJM Stock Holding History

Lindbrook Capital’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
Q1 		$2.84K Sell
24
-530
-96% -$57.2K ﹤0.01% 2170
2024
Q4 		$61K Buy
554
+166
+43% +$19.1K 0.01% 735
2024
Q3 		$47K Sell
388
-94
-20% -$11.1K ﹤0.01% 851
2024
Q2 		$52.6K Buy
482
+207
+75% +$23.4K ﹤0.01% 774
2024
Q1 		$34.6K Sell
275
-134
-33% -$17K ﹤0.01% 939
2023
Q4 		$51.7K Buy
409
+178
+77% +$20.6K 0.01% 744
2023
Q3 		$28.4K Sell
231
-402
-64% -$57.1K ﹤0.01% 896
2023
Q2 		$93.5K Sell
633
-100
-14% -$15.3K 0.01% 503
2023
Q1 		$115K Buy
733
+241
+49% +$36.6K 0.01% 448
2022
Q4 		$78K Buy
492
+216
+78% +$32.2K 0.01% 556
2022
Q3 		$38K Buy
276
+135
+96% +$18.4K 0.01% 752
2022
Q2 		$18K Sell
141
-1
-0.7% -$133 ﹤0.01% 1023
2022
Q1 		$19K Sell
142
-7
-5% -$954 ﹤0.01% 1029
2021
Q4 		$20K Sell
149
-9
-6% -$1.15K ﹤0.01% 1027
2021
Q3 		$19K Sell
158
-6
-4% -$763 0.01% 769
2021
Q2 		$21K Buy
164
+6
+4% +$797 ﹤0.01% 766
2021
Q1 		$20K Buy
158
+75
+90% +$8.85K ﹤0.01% 756
2020
Q4 		$10K Buy
83
+22
+36% +$2.56K ﹤0.01% 921
2020
Q3 		$7K Sell
61
-41
-40% -$4.57K ﹤0.01% 976
2020
Q2 		$11K Sell
102
-28
-22% -$3.15K ﹤0.01% 813
2020
Q1 		$14K Sell
130
-55
-30% -$5.88K 0.01% 667
2019
Q4 		$19K Sell
185
-83
-31% -$8.79K 0.01% 761
2019
Q3 		$29K Buy
268
+23
+9% +$2.56K 0.01% 590
2019
Q2 		$28K Buy
245
+11
+5% +$1.34K 0.01% 600
2019
Q1 		$27K Buy
234
+12
+5% +$1.25K 0.01% 602
2018
Q4 		$20K Buy
+222
New +$23.2K 0.01% 617

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lindbrook Capital's SJM Position: Q1 2025 in Review

Lindbrook Capital reduced its J.M. Smucker (SJM) stake by 96% in Q1 2025, selling an estimated $57.2K and leaving 24 shares worth $2.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2170.

Lindbrook Capital first reported a position in SJM in Q4 2018 and has held it in 26 quarters since. The position peaked at $115K in Q1 2023. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Lindbrook Capital held 24 shares of J.M. Smucker worth $2.84K as of Q1 2025.
  • Lindbrook Capital sold 530 J.M. Smucker shares in Q1 2025, an estimated $57.2K.
  • J.M. Smucker made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2170 holding.
  • Lindbrook Capital first reported a position in J.M. Smucker in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's J.M. Smucker position peaked at $115K in Q1 2023.
  • 834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.