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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 – 501
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

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Painted Porch Advisors's SJM Position: Q3 2025 in Review

Painted Porch Advisors sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 550 shares — an estimated $54K sold.

Painted Porch Advisors first reported a position in SJM in Q4 2023 and held it in 7 quarters. The position peaked at $716K in Q1 2024. 808 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Painted Porch Advisors reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Painted Porch Advisors sold 550 J.M. Smucker shares in Q3 2025, an estimated $54K.
  • Painted Porch Advisors first reported a position in J.M. Smucker in Q4 2023 and held it in 7 quarters.
  • Painted Porch Advisors's J.M. Smucker position peaked at $716K in Q1 2024.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Painted Porch Advisors's 13F filing for Q3 2025, filed 9 Dec 2025.