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Putney Financial Group’s J.M. Smucker SJM Stock Holding History

Putney Financial Group’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
Q3 		– Sell
-23
Closed -$2.26K – 242
2025
Q2 		$2.26K Hold
23
– – ﹤0.01% 266
2025
Q1 		$2.72K Hold
23
– – ﹤0.01% 258
2024
Q4 		$2.53K Buy
+23
New +$2.65K ﹤0.01% 274

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
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Putney Financial Group's SJM Position: Q3 2025 in Review

Putney Financial Group sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 23 shares — an estimated $2.26K sold.

Putney Financial Group first reported a position in SJM in Q4 2024 and held it in 3 quarters. The position peaked at $2.72K in Q1 2025. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Putney Financial Group reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Putney Financial Group sold 23 J.M. Smucker shares in Q3 2025, an estimated $2.26K.
  • Putney Financial Group first reported a position in J.M. Smucker in Q4 2024 and held it in 3 quarters.
  • Putney Financial Group's J.M. Smucker position peaked at $2.72K in Q1 2025.
  • 807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Putney Financial Group's 13F filing for Q3 2025, filed 7 Nov 2025.