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Moneta Group Investment Advisors’s J.M. Smucker SJM Stock Holding History

Moneta Group Investment Advisors’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
-2,524
Closed -$274K – 847
2025
Q3 		$274K Buy
2,524
+354
+16% +$38.4K ﹤0.01% 650
2025
Q2 		$213K Buy
2,170
+41
+2% +$4.51K ﹤0.01% 657
2025
Q1 		$252K Buy
2,129
+85
+4% +$9.18K ﹤0.01% 565
2024
Q4 		$225K Sell
2,044
-98
-5% -$11.3K ﹤0.01% 603
2024
Q3 		$259K Buy
2,142
+19
+0.9% +$2.24K ﹤0.01% 556
2024
Q2 		$231K Sell
2,123
-44
-2% -$4.98K ﹤0.01% 548
2024
Q1 		$273K Sell
2,167
-414
-16% -$52.4K ﹤0.01% 511
2023
Q4 		$326K Sell
2,581
-418
-14% -$48.4K 0.01% 429
2023
Q3 		$369K Buy
2,999
+644
+27% +$91.5K 0.01% 368
2023
Q2 		$348K Sell
2,355
-27
-1% -$4.12K 0.01% 402
2023
Q1 		$375K Buy
2,382
+86
+4% +$13.1K 0.01% 368
2022
Q4 		$351K Sell
2,296
-171
-7% -$25.5K 0.01% 348
2022
Q3 		$339K Buy
2,467
+84
+4% +$11.4K 0.01% 332
2022
Q2 		$305K Buy
2,383
+108
+5% +$14.4K 0.01% 383
2022
Q1 		$308K Sell
2,275
-44
-2% -$6K 0.01% 355
2021
Q4 		$315K Sell
2,319
-55
-2% -$7.01K 0.01% 375
2021
Q3 		$285K Buy
2,374
+5
+0.2% +$636 0.01% 370
2021
Q2 		$307K Sell
2,369
-2
-0.1% -$266 0.01% 359
2021
Q1 		$300K Buy
2,371
+286
+14% +$33.8K 0.02% 333
2020
Q4 		$241K Buy
+2,085
New +$242K 0.02% 278
2019
Q3 		– Sell
-1,675
Closed -$193K – 301
2019
Q2 		$193K Buy
1,675
+10
+0.6% +$1.22K 0.02% 217
2019
Q1 		$194K Buy
+1,665
New +$174K 0.02% 209
2018
Q3 		– Sell
-2,850
Closed -$306K – 345
2018
Q2 		$306K Buy
2,850
+943
+49% +$106K 0.03% 209
2018
Q1 		$236K Buy
1,907
+321
+20% +$40.1K 0.03% 187
2017
Q4 		$197K Buy
+1,586
New +$176K 0.03% 194
2015
Q4 		– Sell
-86
Closed -$10K – 367
2015
Q3 		$10K Buy
+86
New +$9.59K ﹤0.01% 419

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
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

Moneta Group Investment Advisors's SJM Position: Q4 2025 in Review

Moneta Group Investment Advisors sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 2,524 shares — an estimated $274K sold.

Moneta Group Investment Advisors first reported a position in SJM in Q3 2015 and held it in 26 quarters. The position peaked at $375K in Q1 2023. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Moneta Group Investment Advisors reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,524 J.M. Smucker shares in Q4 2025, an estimated $274K.
  • Moneta Group Investment Advisors first reported a position in J.M. Smucker in Q3 2015 and held it in 26 quarters.
  • Moneta Group Investment Advisors's J.M. Smucker position peaked at $375K in Q1 2023.
  • 822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.