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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 – 1210
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 – 785
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 $5.7T 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 $280B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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 $653B AUM 32.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return