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Rise Advisors’s J.M. Smucker SJM Stock Holding History

Rise 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
Q4 		– Sell
-106
Closed -$11.5K – 1209
2025
Q3 		$11.5K Sell
106
-8
-7% -$869 ﹤0.01% 915
2025
Q2 		$11.2K Buy
114
+8
+8% +$880 ﹤0.01% 923
2025
Q1 		$12.6K Buy
+106
New +$11.4K 0.01% 823
2023
Q2 		– Sell
-27
Closed -$4.2K – 784
2023
Q1 		$4.2K Hold
27
– – ﹤0.01% 474
2022
Q4 		$4.2K Buy
27
+1
+4% +$149 ﹤0.01% 470
2022
Q3 		$4K Hold
26
– – ﹤0.01% 475
2022
Q2 		$3K Hold
26
– – ﹤0.01% 517
2022
Q1 		$4K Hold
26
– – ﹤0.01% 457
2021
Q4 		$3.5K Buy
+26
New +$3.32K ﹤0.01% 454

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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Rise Advisors's SJM Position: Q4 2025 in Review

Rise Advisors sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 106 shares — an estimated $11.5K sold.

Rise Advisors first reported a position in SJM in Q4 2021 and held it in 9 quarters. The position peaked at $12.6K in Q1 2025. 822 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Rise Advisors reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 106 J.M. Smucker shares in Q4 2025, an estimated $11.5K.
  • Rise Advisors first reported a position in J.M. Smucker in Q4 2021 and held it in 9 quarters.
  • Rise Advisors's J.M. Smucker position peaked at $12.6K in Q1 2025.
  • 822 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.