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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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Northwest Capital Management's SJM Position: Q2 2025 in Review

Northwest Capital Management sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 12 shares — an estimated $1.42K sold.

Northwest Capital Management first reported a position in SJM in Q2 2023 and held it in 8 quarters. The position peaked at $1.77K in Q2 2023. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Northwest Capital Management reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Northwest Capital Management sold 12 J.M. Smucker shares in Q2 2025, an estimated $1.42K.
  • Northwest Capital Management first reported a position in J.M. Smucker in Q2 2023 and held it in 8 quarters.
  • Northwest Capital Management's J.M. Smucker position peaked at $1.77K in Q2 2023.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Northwest Capital Management's 13F filing for Q2 2025, filed 25 Jul 2025.