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Smith Shellnut Wilson’s J.M. Smucker SJM Stock Holding History

Smith Shellnut Wilson’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
2024
Q4 		– Sell
-2,179
Closed -$264K – 153
2024
Q3 		$264K Sell
2,179
-330
-13% -$38.9K 0.12% 123
2024
Q2 		$274K Sell
2,509
-53
-2% -$6K 0.13% 110
2024
Q1 		$322K Hold
2,562
– – 0.17% 93
2023
Q4 		$324K Sell
2,562
-229
-8% -$26.5K 0.19% 90
2023
Q3 		$343K Hold
2,791
– – 0.21% 84
2023
Q2 		$412K Buy
+2,791
New +$426K 0.23% 75

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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Smith Shellnut Wilson's SJM Position: Q4 2024 in Review

Smith Shellnut Wilson sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 2,179 shares — an estimated $264K sold.

Smith Shellnut Wilson first reported a position in SJM in Q2 2023 and held it in 6 quarters. The position peaked at $412K in Q2 2023. 846 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Smith Shellnut Wilson reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Smith Shellnut Wilson sold 2,179 J.M. Smucker shares in Q4 2024, an estimated $264K.
  • Smith Shellnut Wilson first reported a position in J.M. Smucker in Q2 2023 and held it in 6 quarters.
  • Smith Shellnut Wilson's J.M. Smucker position peaked at $412K in Q2 2023.
  • 846 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Smith Shellnut Wilson's 13F filing for Q4 2024, filed 4 Mar 2025.