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Shorepoint Capital Partners’s J.M. Smucker SJM Stock Holding History

Shorepoint Capital 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 		$3.39M Buy
+31,230
New +$3.39M 0.67% 55
2025
Q1 		$3.41M Buy
28,794
+1,581
+6% +$171K 0.77% 54
2024
Q4 		$3M Buy
27,213
+818
+3% +$94.1K 0.69% 55
2024
Q3 		$3.2M Sell
26,395
-41
-0.2% -$4.83K 0.73% 56
2024
Q2 		$2.88M Buy
26,436
+1,202
+5% +$136K 0.68% 59
2024
Q1 		$3.18M Buy
25,234
+544
+2% +$68.9K 0.78% 51
2023
Q4 		$3.12M Buy
24,690
+4,694
+23% +$544K 0.84% 47
2023
Q3 		$2.46M Buy
19,996
+381
+2% +$54.1K 0.72% 54
2023
Q2 		$2.9M Sell
19,615
-8,537
-30% -$1.3M 0.82% 46
2023
Q1 		$4.43M Sell
28,152
-1,687
-6% -$256K 1.27% 29
2022
Q4 		$4.73M Sell
29,839
-1,510
-5% -$225K 1.31% 25
2022
Q3 		$4.31M Buy
31,349
+601
+2% +$81.9K 2.06% 17
2022
Q2 		$3.94M Sell
30,748
-339
-1% -$45.2K 1.66% 20
2022
Q1 		$4.21M Sell
31,087
-668
-2% -$91K 1.76% 20
2021
Q4 		$4.31M Buy
31,755
+466
+1% +$59.4K 1.75% 21
2021
Q3 		$3.76M Buy
+31,289
New +$3.98M 1.69% 25
2021
Q1 		$3.35M Buy
26,452
+787
+3% +$92.9K 1.79% 21
2020
Q4 		$2.97M Buy
25,665
+489
+2% +$56.8K 1.64% 23
2020
Q3 		$2.91M Buy
25,176
+795
+3% +$88.6K 1.81% 22
2020
Q2 		$2.58M Buy
24,381
+6,906
+40% +$776K 1.68% 24
2020
Q1 		$1.94M Buy
+17,475
New +$1.87M 1.56% 26

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

Shorepoint Capital Partners's SJM Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in J.M. Smucker (SJM) in Q3 2025: 31,230 shares worth $3.39M. The stake represents 0.67% of the portfolio and ranks #55 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in SJM as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in SJM in Q1 2020 and has held it in 21 quarters since. The position peaked at $4.73M in Q4 2022. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Shorepoint Capital Partners held 31,230 shares of J.M. Smucker worth $3.39M as of Q3 2025.
  • J.M. Smucker was a new Shorepoint Capital Partners position in Q3 2025.
  • J.M. Smucker made up 0.67% of Shorepoint Capital Partners's portfolio in Q3 2025, its #55 holding.
  • Shorepoint Capital Partners first reported a position in J.M. Smucker in Q1 2020 and has held it in 21 quarters since.
  • Shorepoint Capital Partners's J.M. Smucker position peaked at $4.73M in Q4 2022.
  • 807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.