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Painted Porch Advisors’s J.M. Smucker SJM Stock Holding History

Painted Porch Advisors’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
Q3 		– Sell
-550
Closed -$54K – 502
2025
Q2 		$54K Sell
550
-4,252
-89% -$467K 0.02% 135
2025
Q1 		$569K Sell
4,802
-200
-4% -$21.6K 0.24% 39
2024
Q4 		$551K Hold
5,002
– – 0.27% 41
2024
Q3 		$606K Sell
5,002
-225
-4% -$26.5K 0.31% 38
2024
Q2 		$570K Sell
5,227
-458
-8% -$51.8K 0.32% 37
2024
Q1 		$716K Buy
5,685
+470
+9% +$59.5K 0.44% 32
2023
Q4 		$659K Buy
+5,215
New +$604K 0.51% 29

Other funds holding SJM

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return