ORG Partners’s J.M. Smucker SJM Stock Holding History

ORG 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 Q4	$19.4K	Buy	198 +8	+4%	+$827	﹤0.01%	817
2025 Q3	$20.7K	Sell	190 -16	-8%	-$1.74K	﹤0.01%	792
2025 Q2	$21.2K	Buy	206 +166	+415%	+$18.3K	﹤0.01%	738
2025 Q1	$4.76K	Hold	40	–	–	﹤0.01%	941
2024 Q4	$4.43K	Hold	40	–	–	﹤0.01%	1017
2024 Q3	$4.87K	Sell	40 -16	-29%	-$1.89K	﹤0.01%	887
2024 Q2	$6.21K	Buy	56 +16	+40%	+$1.81K	﹤0.01%	1345
2024 Q1	$4.99K	Buy	40 +24	+150%	+$3.04K	0.01%	342
2023 Q4	$2.02K	Sell	16 -93	-85%	-$10.8K	﹤0.01%	955
2023 Q3	$13.4K	Sell	109 -3,312	-97%	-$470K	﹤0.01%	775
2023 Q2	$507K	Buy	+3,421	New	+$522K	0.08%	210

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors

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

Geode Capital Management

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return