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Mowery & Schoenfeld Wealth Management’s J.M. Smucker SJM Stock Holding History

Mowery & Schoenfeld Wealth Management’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
-18
Closed -$1.98K – 549
2024
Q4 		$1.98K Buy
+18
New +$2.07K ﹤0.01% 401

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's SJM Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 18 shares — an estimated $1.98K sold.

Mowery & Schoenfeld Wealth Management first reported a position in SJM in Q4 2024 and held it in 1 quarter. The position peaked at $1.98K in Q4 2024. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 18 J.M. Smucker shares in Q1 2025, an estimated $1.98K.
  • Mowery & Schoenfeld Wealth Management first reported a position in J.M. Smucker in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's J.M. Smucker position peaked at $1.98K in Q4 2024.
  • 833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.