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Safe Harbor Fiduciary’s J.M. Smucker SJM Stock Holding History

Safe Harbor Fiduciary’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 		$8.84K Sell
90
-3,630
-98% -$399K 0.01% 166
2025
Q1 		$440K Sell
3,720
-23
-0.6% -$2.48K 0.46% 52
2024
Q4 		$412K Buy
3,743
+146
+4% +$16.8K 0.42% 53
2024
Q3 		$436K Buy
+3,597
New +$424K 0.41% 52

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

Safe Harbor Fiduciary's SJM Position: Q2 2025 in Review

Safe Harbor Fiduciary reduced its J.M. Smucker (SJM) stake by 98% in Q2 2025, selling an estimated $399K and leaving 90 shares worth $8.84K. The position accounts for 0.01% of the portfolio, ranked #166.

Safe Harbor Fiduciary first reported a position in SJM in Q3 2024 and has held it in 4 quarters since. The position peaked at $440K in Q1 2025. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Safe Harbor Fiduciary held 90 shares of J.M. Smucker worth $8.84K as of Q2 2025.
  • Safe Harbor Fiduciary sold 3,630 J.M. Smucker shares in Q2 2025, an estimated $399K.
  • J.M. Smucker made up 0.01% of Safe Harbor Fiduciary's portfolio in Q2 2025, its #166 holding.
  • Safe Harbor Fiduciary first reported a position in J.M. Smucker in Q3 2024 and has held it in 4 quarters since.
  • Safe Harbor Fiduciary's J.M. Smucker position peaked at $440K in Q1 2025.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Safe Harbor Fiduciary's 13F filing for Q2 2025, filed 13 Aug 2025.