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	–	295
2016 Q2	$203K	Buy	+1,333	New	+$177K	0.08%	220
2014 Q4	–	Sell	-2,048	Closed	-$203K	–	283
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 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

Citadel Advisors

Citadel Advisors Miami, Florida $141B 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 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 New York $1.66T AUM 25.57% 1-Year Est. Return