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Obermeyer Wealth Partners’s J.M. Smucker SJM Stock Holding History

Obermeyer Wealth Partners’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
-1,723
Closed -$204K – 290
2025
Q1 		$204K Buy
+1,723
New +$186K 0.01% 254
2024
Q4 		– Sell
-1,700
Closed -$206K – 270
2024
Q3 		$206K Buy
+1,700
New +$200K 0.01% 249
2024
Q2 		– Sell
-1,700
Closed -$214K – 262
2024
Q1 		$214K Hold
1,700
– – 0.01% 233
2023
Q4 		$215K Hold
1,700
– – 0.01% 203
2023
Q3 		$209K Buy
1,700
+250
+17% +$35.5K 0.02% 205
2023
Q2 		$214K Hold
1,450
– – 0.02% 199
2023
Q1 		$228K Hold
1,450
– – 0.02% 193
2022
Q4 		$230K Buy
+1,450
New +$216K 0.02% 197

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

Obermeyer Wealth Partners's SJM Position: Q2 2025 in Review

Obermeyer Wealth Partners sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 1,723 shares — an estimated $204K sold.

Obermeyer Wealth Partners first reported a position in SJM in Q4 2022 and held it in 8 quarters. The position peaked at $230K in Q4 2022. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Obermeyer Wealth Partners reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,723 J.M. Smucker shares in Q2 2025, an estimated $204K.
  • Obermeyer Wealth Partners first reported a position in J.M. Smucker in Q4 2022 and held it in 8 quarters.
  • Obermeyer Wealth Partners's J.M. Smucker position peaked at $230K in Q4 2022.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2025, filed 5 Aug 2025.