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

Parkworth 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 		$196 Sell
2
-1
-33% -$110 ﹤0.01% 954
2025
Q1 		$355 Hold
3
– – ﹤0.01% 529
2024
Q4 		$330 Buy
+3
New +$345 ﹤0.01% 576

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Parkworth Wealth Management reduced its J.M. Smucker (SJM) stake by 33% in Q2 2025, selling an estimated $110 and leaving 2 shares worth $196. The position accounts for ﹤0.01% of the portfolio, ranked #954.

Parkworth Wealth Management first reported a position in SJM in Q4 2024 and has held it in 3 quarters since. The position peaked at $355 in Q1 2025. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of J.M. Smucker worth $196 as of Q2 2025.
  • Parkworth Wealth Management sold 1 J.M. Smucker share in Q2 2025, an estimated $110.
  • J.M. Smucker made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #954 holding.
  • Parkworth Wealth Management first reported a position in J.M. Smucker in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's J.M. Smucker position peaked at $355 in Q1 2025.
  • 796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.