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Peddock Capital Advisors’s J.M. Smucker SJM Stock Holding History

Peddock Capital 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
Q2 		– Sell
-3,871
Closed -$458K – 162
2025
Q1 		$458K Hold
3,871
– – 0.12% 107
2024
Q4 		$426K Sell
3,871
-343
-8% -$39.5K 0.1% 112
2024
Q3 		$510K Hold
4,214
– – 0.12% 105
2024
Q2 		$459K Sell
4,214
-499
-11% -$56.5K 0.12% 106
2024
Q1 		$593K Hold
4,713
– – 0.16% 97
2023
Q4 		$596K Buy
4,713
+142
+3% +$16.5K 0.18% 94
2023
Q3 		$562K Buy
4,571
+50
+1% +$7.1K 0.19% 90
2023
Q2 		$668K Buy
4,521
+30
+0.7% +$4.58K 0.22% 87
2023
Q1 		$707K Buy
4,491
+220
+5% +$33.4K 0.25% 82
2022
Q4 		$677K Buy
4,271
+215
+5% +$32K 0.26% 80
2022
Q3 		$557K Buy
4,056
+185
+5% +$25.2K 0.23% 94
2022
Q2 		$496K Buy
3,871
+79
+2% +$10.5K 0.19% 111
2022
Q1 		$513K Buy
+3,792
New +$517K 0.17% 118
2017
Q2 		– Sell
-128
Closed -$17K – 258
2017
Q1 		$17K Hold
128
– – 0.01% 195
2016
Q4 		$16K Sell
128
-186
-59% -$24.1K 0.01% 185
2016
Q3 		$43K Buy
+314
New +$46.1K 0.03% 146

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 40.89% 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

Peddock Capital Advisors's SJM Position: Q2 2025 in Review

Peddock Capital Advisors sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 3,871 shares — an estimated $458K sold.

Peddock Capital Advisors first reported a position in SJM in Q3 2016 and held it in 16 quarters. The position peaked at $707K in Q1 2023. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Peddock Capital Advisors reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Peddock Capital Advisors sold 3,871 J.M. Smucker shares in Q2 2025, an estimated $458K.
  • Peddock Capital Advisors first reported a position in J.M. Smucker in Q3 2016 and held it in 16 quarters.
  • Peddock Capital Advisors's J.M. Smucker position peaked at $707K in Q1 2023.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Peddock Capital Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.