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SageView Advisory Group’s J.M. Smucker SJM Stock Holding History

SageView Advisory Group’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 		$570K Sell
5,832
-675
-10% -$69.8K 0.02% 340
2025
Q3 		$707K Sell
6,507
-127
-2% -$13.8K 0.02% 317
2025
Q2 		$721K Buy
6,634
+51
+0.8% +$5.61K 0.03% 295
2025
Q1 		$780K Sell
6,583
-149
-2% -$16.1K 0.03% 262
2024
Q4 		$741K Buy
6,732
+4,777
+244% +$549K 0.03% 265
2024
Q3 		$237K Sell
1,955
-122
-6% -$14.4K 0.01% 456
2024
Q2 		$226K Buy
+2,077
New +$235K 0.01% 508
2024
Q1 		– Sell
-2,097
Closed -$279K – 762
2023
Q4 		$279K Buy
+2,097
New +$243K 0.01% 533

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
UBS Group
UBS Group Zurich, Switzerland $666B 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 $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SageView Advisory Group's SJM Position: Q4 2025 in Review

SageView Advisory Group reduced its J.M. Smucker (SJM) stake by 10% in Q4 2025, selling an estimated $69.8K and leaving 5,832 shares worth $570K. The position accounts for 0.02% of the portfolio, ranked #340.

SageView Advisory Group first reported a position in SJM in Q4 2023 and has held it in 8 quarters since. The position peaked at $780K in Q1 2025. 821 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • SageView Advisory Group held 5,832 shares of J.M. Smucker worth $570K as of Q4 2025.
  • SageView Advisory Group sold 675 J.M. Smucker shares in Q4 2025, an estimated $69.8K.
  • J.M. Smucker made up 0.02% of SageView Advisory Group's portfolio in Q4 2025, its #340 holding.
  • SageView Advisory Group first reported a position in J.M. Smucker in Q4 2023 and has held it in 8 quarters since.
  • SageView Advisory Group's J.M. Smucker position peaked at $780K in Q1 2025.
  • 821 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.