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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

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Invesco
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Geode Capital Management
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Citadel Advisors
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Dimensional Fund Advisors
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Balyasny Asset Management
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Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return