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Sonora Investment Management Group’s J.M. Smucker SJM Stock Holding History

Sonora Investment Management 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
Q2 		– Sell
-3,302
Closed -$391K – 319
2025
Q1 		$391K Hold
3,302
– – 0.03% 187
2024
Q4 		$364K Hold
3,302
– – 0.03% 196
2024
Q3 		$400K Buy
3,302
+300
+10% +$35.3K 0.03% 192
2024
Q2 		$378K Hold
3,002
– – 0.03% 198
2024
Q1 		$378K Hold
3,002
– – 0.03% 198
2023
Q4 		$379K Buy
3,002
+2
+0.1% +$232 0.03% 183
2023
Q3 		$369K Hold
3,000
– – 0.03% 186
2023
Q2 		$443K Hold
3,000
– – 0.04% 168
2023
Q1 		$472K Sell
3,000
-46
-2% -$6.99K 0.04% 162
2022
Q4 		$483K Buy
+3,046
New +$454K 0.04% 161

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
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 40.91% 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

Sonora Investment Management Group's SJM Position: Q2 2025 in Review

Sonora Investment Management Group sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 3,302 shares — an estimated $391K sold.

Sonora Investment Management Group first reported a position in SJM in Q4 2022 and held it in 10 quarters. The position peaked at $483K in Q4 2022. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Sonora Investment Management Group reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Sonora Investment Management Group sold 3,302 J.M. Smucker shares in Q2 2025, an estimated $391K.
  • Sonora Investment Management Group first reported a position in J.M. Smucker in Q4 2022 and held it in 10 quarters.
  • Sonora Investment Management Group's J.M. Smucker position peaked at $483K in Q4 2022.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Sonora Investment Management Group's 13F filing for Q2 2025, filed 17 Jul 2025.