RWM
SJM icon

Ruedi Wealth Management’s J.M. Smucker SJM Stock Holding History

Ruedi Wealth Management’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
-63
Closed -$7.46K – 274
2025
Q1 		$7.46K Hold
63
– – ﹤0.01% 189
2024
Q4 		$6.94K Hold
63
– – ﹤0.01% 191
2024
Q3 		$7.63K Hold
63
– – ﹤0.01% 190
2024
Q2 		$6.87K Hold
63
– – ﹤0.01% 219
2024
Q1 		$7.93K Hold
63
– – ﹤0.01% 176
2023
Q4 		$7.96K Hold
63
– – ﹤0.01% 153
2023
Q3 		$7.74K Hold
63
– – ﹤0.01% 142
2023
Q2 		$9.3K Hold
63
– – 0.01% 142
2023
Q1 		$9.91K Hold
63
– – 0.01% 158
2022
Q4 		$9.98K Buy
+63
New +$9.38K 0.01% 140

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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 $141B 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 $50.9B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return