Oliver Lagore Vanvalin Investment Group’s J.M. Smucker SJM Stock Holding History

Oliver Lagore Vanvalin Investment Group’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	$47.4K	Buy	+400	New	+$44K	0.02%	254
2024 Q4	$44K	Hold	400	–	–	0.01%	267
2024 Q3	$48.4K	Sell	400 -381	-49%	-$44.9K	0.01%	252
2024 Q2	$85.2K	Buy	781 +250	+47%	+$28.3K	0.02%	181
2024 Q1	$66.8K	Hold	531	–	–	0.02%	223
2023 Q4	$67.1K	Hold	531	–	–	0.02%	190
2023 Q3	$65.3K	Buy	531 +100	+23%	+$14.2K	0.03%	209
2023 Q2	$63.6K	Hold	431	–	–	0.02%	223
2023 Q1	$67.8K	Buy	431 +300	+229%	+$45.6K	0.03%	171
2022 Q4	$20.8K	Hold	131	–	–	0.01%	269
2022 Q3	$18K	Hold	131	–	–	0.01%	267
2022 Q2	$17K	Hold	131	–	–	0.01%	277
2022 Q1	$18K	Buy	+131	New	+$17.9K	0.01%	266

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SJM Position: Q2 2025 in Review

Oliver Lagore Vanvalin Investment Group opened a new position in J.M. Smucker (SJM) in Q2 2025: 400 shares worth $47.4K. The stake represents 0.02% of the portfolio and ranks #254 among its holdings. This is a return to the name: Oliver Lagore Vanvalin Investment Group previously reported a position in SJM as recently as Q4 2024.

Oliver Lagore Vanvalin Investment Group first reported a position in SJM in Q1 2022 and has held it in 13 quarters since. The position peaked at $85.2K in Q2 2024. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

Oliver Lagore Vanvalin Investment Group held 400 shares of J.M. Smucker worth $47.4K as of Q2 2025.
J.M. Smucker was a new Oliver Lagore Vanvalin Investment Group position in Q2 2025.
J.M. Smucker made up 0.02% of Oliver Lagore Vanvalin Investment Group's portfolio in Q2 2025, its #254 holding.
Oliver Lagore Vanvalin Investment Group first reported a position in J.M. Smucker in Q1 2022 and has held it in 13 quarters since.
Oliver Lagore Vanvalin Investment Group's J.M. Smucker position peaked at $85.2K in Q2 2024.
796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q2 2025, filed 10 Jul 2025.