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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
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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ORG Partners's SJM Position: Q4 2025 in Review

ORG Partners increased its J.M. Smucker (SJM) stake by 4.2% in Q4 2025, buying an estimated $827 and bringing the position to 198 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

ORG Partners first reported a position in SJM in Q2 2023 and has held it in 11 quarters since. The position peaked at $507K in Q2 2023. 821 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • ORG Partners held 198 shares of J.M. Smucker worth $19.4K as of Q4 2025.
  • ORG Partners bought 8 J.M. Smucker shares in Q4 2025, an estimated $827.
  • J.M. Smucker made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #817 holding.
  • ORG Partners first reported a position in J.M. Smucker in Q2 2023 and has held it in 11 quarters since.
  • ORG Partners's J.M. Smucker position peaked at $507K in Q2 2023.
  • 821 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.