Northwest Capital Management’s J.M. Smucker SJM Stock Holding History

Northwest Capital 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 Q2	–	Sell	-12	Closed	-$1.42K	–	432
2025 Q1	$1.42K	Hold	12	–	–	﹤0.01%	418
2024 Q4	$1.32K	Hold	12	–	–	﹤0.01%	412
2024 Q3	$1.45K	Hold	12	–	–	﹤0.01%	430
2024 Q2	$1.31K	Hold	12	–	–	﹤0.01%	428
2024 Q1	$1.51K	Hold	12	–	–	﹤0.01%	504
2023 Q4	$1.52K	Hold	12	–	–	﹤0.01%	500
2023 Q3	$1.48K	Hold	12	–	–	﹤0.01%	488
2023 Q2	$1.77K	Buy	+12	New	+$1.83K	﹤0.01%	486

Other funds holding SJM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors

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

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return