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NWAM LLC’s J.M. Smucker SJM Stock Holding History

NWAM LLC’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
-1,827
Closed -$201K – 589
2024
Q4 		$201K Sell
1,827
-1
-0.1% -$115 0.01% 571
2024
Q3 		$221K Buy
+1,828
New +$215K 0.01% 572
2024
Q2 		– Sell
-2,007
Closed -$228K – 461
2024
Q1 		$228K Buy
2,007
+55
+3% +$6.96K 0.02% 505
2023
Q4 		$247K Buy
+1,952
New +$226K 0.02% 484
2023
Q3 		– Sell
-1,387
Closed -$205K – 542
2023
Q2 		$205K Buy
1,387
+104
+8% +$15.9K 0.02% 505
2023
Q1 		$202K Sell
1,283
-115
-8% -$17.5K 0.02% 459
2022
Q4 		$222K Buy
+1,398
New +$208K 0.02% 470
2016
Q3 		– Sell
-1,333
Closed -$203K – 289
2016
Q2 		$203K Buy
+1,333
New +$177K 0.08% 220
2014
Q4 		– Sell
-2,048
Closed -$203K – 282
2014
Q3 		$203K Buy
2,048
+102
+5% +$10.5K 0.07% 262
2014
Q2 		$207K Buy
+1,946
New +$195K 0.06% 267

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NWAM LLC's SJM Position: Q1 2025 in Review

NWAM LLC sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 1,827 shares — an estimated $201K sold.

NWAM LLC first reported a position in SJM in Q2 2014 and held it in 10 quarters. The position peaked at $247K in Q4 2023. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • NWAM LLC reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • NWAM LLC sold 1,827 J.M. Smucker shares in Q1 2025, an estimated $201K.
  • NWAM LLC first reported a position in J.M. Smucker in Q2 2014 and held it in 10 quarters.
  • NWAM LLC's J.M. Smucker position peaked at $247K in Q4 2023.
  • 834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on NWAM LLC's 13F filing for Q1 2025, filed 5 May 2025.