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Meeder Advisory Services’s J.M. Smucker SJM Stock Holding History

Meeder Advisory Services’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
Q4 		– Sell
-1,843
Closed -$200K – 690
2025
Q3 		$200K Sell
1,843
-946
-34% -$103K 0.01% 603
2025
Q2 		$274K Sell
2,789
-294
-10% -$32.3K 0.01% 500
2025
Q1 		$365K Sell
3,083
-438
-12% -$47.3K 0.02% 419
2024
Q4 		$388K Sell
3,521
-366
-9% -$42.1K 0.02% 397
2024
Q3 		$471K Buy
3,887
+233
+6% +$27.4K 0.03% 353
2024
Q2 		$398K Buy
3,654
+1,125
+44% +$127K 0.03% 359
2024
Q1 		$318K Buy
2,529
+272
+12% +$34.4K 0.03% 343
2023
Q4 		$285K Buy
2,257
+412
+22% +$47.7K 0.03% 346
2023
Q3 		$227K Buy
1,845
+468
+34% +$66.5K 0.03% 369
2023
Q2 		$203K Sell
1,377
-14
-1% -$2.13K 0.02% 417
2023
Q1 		$219K Buy
+1,391
New +$211K 0.03% 400

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Meeder Advisory Services's SJM Position: Q4 2025 in Review

Meeder Advisory Services sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 1,843 shares — an estimated $200K sold.

Meeder Advisory Services first reported a position in SJM in Q1 2023 and held it in 11 quarters. The position peaked at $471K in Q3 2024. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Meeder Advisory Services reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Meeder Advisory Services sold 1,843 J.M. Smucker shares in Q4 2025, an estimated $200K.
  • Meeder Advisory Services first reported a position in J.M. Smucker in Q1 2023 and held it in 11 quarters.
  • Meeder Advisory Services's J.M. Smucker position peaked at $471K in Q3 2024.
  • 822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Meeder Advisory Services's 13F filing for Q4 2025, filed 11 Feb 2026.