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PFG Investments’s J.M. Smucker SJM Stock Holding History

PFG Investments’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
-1,721
Closed -$204K – 1118
2025
Q1 		$204K Sell
1,721
-232
-12% -$25.1K 0.01% 877
2024
Q4 		$215K Buy
1,953
+4
+0.2% +$460 0.01% 869
2024
Q3 		$236K Sell
1,949
-10
-0.5% -$1.18K 0.02% 828
2024
Q2 		$214K Buy
1,959
+109
+6% +$12.3K 0.02% 794
2024
Q1 		$233K Buy
+1,850
New +$234K 0.01% 839
2023
Q2 		– Sell
-1,436
Closed -$226K – 535
2023
Q1 		$226K Buy
+1,436
New +$218K 0.05% 411

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 $3.38T AUM 44.17% 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

PFG Investments's SJM Position: Q2 2025 in Review

PFG Investments sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 1,721 shares — an estimated $204K sold.

PFG Investments first reported a position in SJM in Q1 2023 and held it in 6 quarters. The position peaked at $236K in Q3 2024. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • PFG Investments reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • PFG Investments sold 1,721 J.M. Smucker shares in Q2 2025, an estimated $204K.
  • PFG Investments first reported a position in J.M. Smucker in Q1 2023 and held it in 6 quarters.
  • PFG Investments's J.M. Smucker position peaked at $236K in Q3 2024.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.