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Physicians Financial Services’s J.M. Smucker SJM Stock Holding History

Physicians Financial Services’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
-2,610
Closed -$309K – 110
2025
Q1 		$309K Sell
2,610
-450
-15% -$48.6K 0.1% 95
2024
Q4 		$337K Sell
3,060
-125
-4% -$14.4K 0.1% 91
2024
Q3 		$386K Sell
3,185
-315
-9% -$37.1K 0.12% 88
2024
Q2 		$382K Sell
3,500
-120
-3% -$13.6K 0.12% 90
2024
Q1 		$456K Sell
3,620
-20
-0.5% -$2.53K 0.16% 86
2023
Q4 		$460K Hold
3,640
– – 0.17% 84
2023
Q3 		$447K Hold
3,640
– – 0.18% 85
2023
Q2 		$538K Sell
3,640
-75
-2% -$11.4K 0.21% 78
2023
Q1 		$585K Buy
3,715
+35
+1% +$5.32K 0.25% 70
2022
Q4 		$583K Sell
3,680
-35
-0.9% -$5.21K 0.26% 71
2022
Q3 		$510K Sell
3,715
-115
-3% -$15.7K 0.25% 72
2022
Q2 		$490K Buy
3,830
+115
+3% +$15.3K 0.22% 79
2022
Q1 		$503K Hold
3,715
– – 0.19% 82
2021
Q4 		$505K Sell
3,715
-75
-2% -$9.56K 0.19% 85
2021
Q3 		$455K Hold
3,790
– – 0.18% 85
2021
Q2 		$491K Sell
3,790
-50
-1% -$6.64K 0.2% 80
2021
Q1 		$486K Buy
3,840
+950
+33% +$112K 0.21% 79
2020
Q4 		$334K Buy
2,890
+375
+15% +$43.6K 0.16% 90
2020
Q3 		$291K Sell
2,515
-200
-7% -$22.3K 0.15% 90
2020
Q2 		$287K Sell
2,715
-50
-2% -$5.62K 0.16% 88
2020
Q1 		$307K Buy
2,765
+100
+4% +$10.7K 0.21% 82
2019
Q4 		$278K Hold
2,665
– – 0.15% 103
2019
Q3 		$293K Hold
2,665
– – 0.17% 99
2019
Q2 		$307K Buy
2,665
+50
+2% +$6.11K 0.18% 100
2019
Q1 		$305K Buy
+2,615
New +$273K 0.19% 95
2018
Q4 		– Sell
-2,065
Closed -$212K – 114
2018
Q3 		$212K Buy
2,065
+100
+5% +$10.9K 0.15% 105
2018
Q2 		$211K Buy
+1,965
New +$221K 0.16% 104

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

Physicians Financial Services's SJM Position: Q2 2025 in Review

Physicians Financial Services sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2,610 shares — an estimated $309K sold.

Physicians Financial Services first reported a position in SJM in Q2 2018 and held it in 27 quarters. The position peaked at $585K in Q1 2023. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Physicians Financial Services reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Physicians Financial Services sold 2,610 J.M. Smucker shares in Q2 2025, an estimated $309K.
  • Physicians Financial Services first reported a position in J.M. Smucker in Q2 2018 and held it in 27 quarters.
  • Physicians Financial Services's J.M. Smucker position peaked at $585K in Q1 2023.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Physicians Financial Services's 13F filing for Q2 2025, filed 14 Aug 2025.