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Riverwater Partners’s J.M. Smucker SJM Stock Holding History

Riverwater Partners’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
-3,511
Closed -$345K – 227
2025
Q2 		$345K Sell
3,511
-39
-1% -$4.29K 0.16% 146
2025
Q1 		$420K Buy
3,550
+20
+0.6% +$2.16K 0.22% 115
2024
Q4 		$389K Sell
3,530
-2,939
-45% -$338K 0.19% 129
2024
Q3 		$771K Sell
6,469
-18
-0.3% -$2.12K 0.38% 73
2024
Q2 		$707K Sell
6,487
-90
-1% -$10.2K 0.52% 48
2024
Q1 		$828K Sell
6,577
-3,094
-32% -$392K 0.61% 39
2023
Q4 		$1.22M Sell
9,671
-240
-2% -$27.8K 0.96% 21
2023
Q3 		$1.22M Sell
9,911
-3,203
-24% -$455K 1.11% 18
2023
Q2 		$1.94M Buy
13,114
+457
+4% +$69.7K 1.72% 5
2023
Q1 		$1.99M Sell
12,657
-129
-1% -$19.6K 1.83% 5
2022
Q4 		$2.03M Buy
12,786
+289
+2% +$43.1K 1.73% 3
2022
Q3 		$1.72M Buy
12,497
+7
+0.1% +$954 1.72% 3
2022
Q2 		$1.6M Buy
12,490
+648
+5% +$86.4K 1.61% 3
2022
Q1 		$1.6M Sell
11,842
-390
-3% -$53.2K 2.64% 1
2021
Q4 		$1.66M Buy
+12,232
New +$1.56M 1.48% 5

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

Riverwater Partners's SJM Position: Q3 2025 in Review

Riverwater Partners sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 3,511 shares — an estimated $345K sold.

Riverwater Partners first reported a position in SJM in Q4 2021 and held it in 15 quarters. The position peaked at $2.03M in Q4 2022. 808 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Riverwater Partners reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Riverwater Partners sold 3,511 J.M. Smucker shares in Q3 2025, an estimated $345K.
  • Riverwater Partners first reported a position in J.M. Smucker in Q4 2021 and held it in 15 quarters.
  • Riverwater Partners's J.M. Smucker position peaked at $2.03M in Q4 2022.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Riverwater Partners's 13F filing for Q3 2025, filed 31 Oct 2025.