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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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Ruedi Wealth Management's SJM Position: Q2 2025 in Review

Ruedi Wealth Management sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 63 shares — an estimated $7.46K sold.

Ruedi Wealth Management first reported a position in SJM in Q4 2022 and held it in 10 quarters. The position peaked at $9.98K in Q4 2022. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Ruedi Wealth Management reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Ruedi Wealth Management sold 63 J.M. Smucker shares in Q2 2025, an estimated $7.46K.
  • Ruedi Wealth Management first reported a position in J.M. Smucker in Q4 2022 and held it in 10 quarters.
  • Ruedi Wealth Management's J.M. Smucker position peaked at $9.98K in Q4 2022.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Ruedi Wealth Management's 13F filing for Q2 2025, filed 25 Jul 2025.