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Palumbo Wealth Management’s J.M. Smucker SJM Stock Holding History

Palumbo Wealth Management’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 		– Sell
-19,210
Closed -$2.27M – 206
2025
Q1 		$2.27M Buy
19,210
+7,790
+68% +$841K 0.76% 39
2024
Q4 		$1.26M Sell
11,420
-2,675
-19% -$308K 0.47% 50
2024
Q3 		$1.71M Buy
14,095
+481
+4% +$56.7K 0.66% 46
2024
Q2 		$1.48M Buy
13,614
+2,264
+20% +$256K 0.63% 44
2024
Q1 		$1.43M Buy
11,350
+2,573
+29% +$326K 0.64% 47
2023
Q4 		$1.11M Buy
8,777
+1,014
+13% +$117K 0.57% 44
2023
Q3 		$954K Buy
7,763
+962
+14% +$137K 0.52% 45
2023
Q2 		$1M Buy
+6,801
New +$1.04M 0.61% 32

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Palumbo Wealth Management's SJM Position: Q2 2025 in Review

Palumbo Wealth Management sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 19,210 shares — an estimated $2.27M sold.

Palumbo Wealth Management first reported a position in SJM in Q2 2023 and held it in 8 quarters. The position peaked at $2.27M in Q1 2025. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Palumbo Wealth Management reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Palumbo Wealth Management sold 19,210 J.M. Smucker shares in Q2 2025, an estimated $2.27M.
  • Palumbo Wealth Management first reported a position in J.M. Smucker in Q2 2023 and held it in 8 quarters.
  • Palumbo Wealth Management's J.M. Smucker position peaked at $2.27M in Q1 2025.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Palumbo Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.