SIMA Wealth Partners’s J.M. Smucker SJM Stock Holding History

SIMA Wealth 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 Q4	–	Sell	-40	Closed	-$4.34K	–	158
2025 Q3	$4.34K	Hold	40	–	–	﹤0.01%	142
2025 Q2	$3.93K	Sell	40 -71	-64%	-$7.81K	﹤0.01%	141
2025 Q1	$13.1K	Sell	111 -78	-41%	-$8.42K	0.01%	135
2024 Q4	$20.8K	Sell	189 -26	-12%	-$2.99K	0.02%	116
2024 Q3	$26K	Hold	215	–	–	0.02%	103
2024 Q2	$23.4K	Buy	+215	New	+$24.3K	0.02%	106

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SIMA Wealth Partners's SJM Position: Q4 2025 in Review

SIMA Wealth Partners sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 40 shares — an estimated $4.34K sold.

SIMA Wealth Partners first reported a position in SJM in Q2 2024 and held it in 6 quarters. The position peaked at $26K in Q3 2024. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

SIMA Wealth Partners reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
SIMA Wealth Partners sold 40 J.M. Smucker shares in Q4 2025, an estimated $4.34K.
SIMA Wealth Partners first reported a position in J.M. Smucker in Q2 2024 and held it in 6 quarters.
SIMA Wealth Partners's J.M. Smucker position peaked at $26K in Q3 2024.
820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on SIMA Wealth Partners's 13F filing for Q4 2025, filed 28 May 2026.