Northeast Financial Consultants’s J.M. Smucker SJM Stock Holding History

Northeast Financial Consultants’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 Q2	–	Sell	-2,000	Closed	-$237K	–	307
2025 Q1	$237K	Sell	2,000 -300	-13%	-$32.4K	0.01%	259
2024 Q4	$253K	Buy	2,300 +300	+15%	+$34.5K	0.01%	254
2024 Q3	$242K	Hold	2,000	–	–	0.01%	256
2024 Q2	$218K	Hold	2,000	–	–	0.01%	255
2024 Q1	$252K	Hold	2,000	–	–	0.01%	257
2023 Q4	$253K	Hold	2,000	–	–	0.01%	243
2023 Q3	$246K	Hold	2,000	–	–	0.02%	242
2023 Q2	$295K	Hold	2,000	–	–	0.02%	233
2023 Q1	$315K	Hold	2,000	–	–	0.02%	244
2022 Q4	$317K	Hold	2,000	–	–	0.02%	234
2022 Q3	$275K	Hold	2,000	–	–	0.02%	273
2022 Q2	$256K	Hold	2,000	–	–	0.02%	276
2022 Q1	$271K	Hold	2,000	–	–	0.02%	319
2021 Q4	$272K	Hold	2,000	–	–	0.02%	298
2021 Q3	$240K	Hold	2,000	–	–	0.02%	309
2021 Q2	$259K	Hold	2,000	–	–	0.02%	302
2021 Q1	$253K	Hold	2,000	–	–	0.02%	292
2020 Q4	$231K	Hold	2,000	–	–	0.02%	292
2020 Q3	$231K	Sell	2,000 -6	-0.3%	-$669	0.02%	265
2020 Q2	$212K	Hold	2,006	–	–	0.02%	263
2020 Q1	$223K	Hold	2,006	–	–	0.03%	234
2019 Q4	$209K	Hold	2,006	–	–	0.02%	280
2019 Q3	$221K	Hold	2,006	–	–	0.02%	287
2019 Q2	$231K	Hold	2,006	–	–	0.02%	282
2019 Q1	$234K	Buy	+2,006	New	+$210K	0.03%	274
2018 Q4	–	Sell	-2,000	Closed	-$205K	–	204
2018 Q3	$205K	Hold	2,000	–	–	0.06%	139
2018 Q2	$214K	Hold	2,000	–	–	0.07%	132
2018 Q1	$248K	Hold	2,000	–	–	0.08%	128
2017 Q4	$248K	Hold	2,000	–	–	0.08%	128
2017 Q3	$210K	Hold	2,000	–	–	0.08%	141
2017 Q2	$237K	Hold	2,000	–	–	0.09%	128
2017 Q1	$262K	Hold	2,000	–	–	0.11%	123
2016 Q4	$256K	Hold	2,000	–	–	0.11%	122
2016 Q3	$271K	Hold	2,000	–	–	0.11%	124
2016 Q2	$305K	Hold	2,000	–	–	0.14%	112
2016 Q1	$260K	Hold	2,000	–	–	0.14%	110
2015 Q4	$247K	Hold	2,000	–	–	0.13%	107
2015 Q3	$228K	Hold	2,000	–	–	0.12%	120
2015 Q2	$217K	Hold	2,000	–	–	0.1%	140
2015 Q1	$231K	Hold	2,000	–	–	0.11%	123
2014 Q4	$202K	Buy	+2,000	New	+$203K	0.11%	126
2014 Q3	–	Sell	-2,000	Closed	-$213K	–	145
2014 Q2	$213K	Buy	+2,000	New	+$201K	0.12%	121
2014 Q1	–	Sell	-2,000	Closed	-$207K	–	122
2013 Q4	$207K	Buy	+2,000	New	+$212K	0.14%	93

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

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

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

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Northeast Financial Consultants's SJM Position: Q2 2025 in Review

Northeast Financial Consultants sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2,000 shares — an estimated $237K sold.

Northeast Financial Consultants first reported a position in SJM in Q4 2013 and held it in 43 quarters. The position peaked at $317K in Q4 2022. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

Northeast Financial Consultants reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
Northeast Financial Consultants sold 2,000 J.M. Smucker shares in Q2 2025, an estimated $237K.
Northeast Financial Consultants first reported a position in J.M. Smucker in Q4 2013 and held it in 43 quarters.
Northeast Financial Consultants's J.M. Smucker position peaked at $317K in Q4 2022.
796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Northeast Financial Consultants's 13F filing for Q2 2025, filed 15 Aug 2025.