Menard Financial Group’s J.M. Smucker SJM Stock Holding History

Menard Financial Group’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	–	Sell	-421	Closed	-$46.4K	–	270
2024 Q4	$46.4K	Buy	+421	New	+$48.4K	0.03%	187

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Menard Financial Group's SJM Position: Q1 2025 in Review

Menard Financial Group sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 421 shares — an estimated $46.4K sold.

Menard Financial Group first reported a position in SJM in Q4 2024 and held it in 1 quarter. The position peaked at $46.4K in Q4 2024. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

Menard Financial Group reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
Menard Financial Group sold 421 J.M. Smucker shares in Q1 2025, an estimated $46.4K.
Menard Financial Group first reported a position in J.M. Smucker in Q4 2024 and held it in 1 quarter.
Menard Financial Group's J.M. Smucker position peaked at $46.4K in Q4 2024.
833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Menard Financial Group's 13F filing for Q1 2025, filed 8 May 2025.