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Red Tortoise LLC’s J.M. Smucker SJM Stock Holding History

Red Tortoise LLC’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
-20
Closed -$2.37K – 647
2025
Q1 		$2.37K Buy
+20
New +$2.16K ﹤0.01% 476
2024
Q2 		– Sell
-43
Closed -$4.87K – 594
2024
Q1 		$5.41K Hold
43
– – ﹤0.01% 336
2023
Q4 		$5.43K Buy
+43
New +$4.98K ﹤0.01% 283

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

Red Tortoise LLC's SJM Position: Q2 2025 in Review

Red Tortoise LLC sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 20 shares — an estimated $2.37K sold.

Red Tortoise LLC first reported a position in SJM in Q4 2023 and held it in 3 quarters. The position peaked at $5.43K in Q4 2023. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Red Tortoise LLC reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Red Tortoise LLC sold 20 J.M. Smucker shares in Q2 2025, an estimated $2.37K.
  • Red Tortoise LLC first reported a position in J.M. Smucker in Q4 2023 and held it in 3 quarters.
  • Red Tortoise LLC's J.M. Smucker position peaked at $5.43K in Q4 2023.
  • 796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Red Tortoise LLC's 13F filing for Q2 2025, filed 22 Jul 2025.