SS&H Financial Advisors’s J.M. Smucker SJM Stock Holding History

SS&H Financial Advisors’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	$240K	Hold	2,450	–	–	0.07%	118
2025 Q3	$266K	Hold	2,450	–	–	0.08%	120
2025 Q2	$241K	Hold	2,450	–	–	0.08%	115
2025 Q1	$290K	Hold	2,450	–	–	0.11%	108
2024 Q4	$270K	Hold	2,450	–	–	0.1%	112
2024 Q3	$297K	Hold	2,450	–	–	0.11%	115
2024 Q2	$267K	Hold	2,450	–	–	0.1%	116
2024 Q1	$308K	Buy	2,450 +200	+9%	+$25.3K	0.13%	105
2023 Q4	$284K	Hold	2,250	–	–	0.12%	109
2023 Q3	$277K	Buy	+2,250	New	+$320K	0.13%	106
2023 Q1	$504K	Hold	3,200	–	–	0.23%	87
2022 Q4	$507K	Hold	3,200	–	–	0.24%	82
2022 Q3	$440K	Hold	3,200	–	–	0.23%	86
2022 Q2	$410K	Hold	3,200	–	–	0.19%	94
2022 Q1	$433K	Buy	+3,200	New	+$436K	0.17%	101

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

SS&H Financial Advisors's SJM Position: Q4 2025 in Review

SS&H Financial Advisors held its J.M. Smucker (SJM) position steady in Q4 2025 at 2,450 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #118.

SS&H Financial Advisors first reported a position in SJM in Q1 2022 and has held it in 15 quarters since. The position peaked at $507K in Q4 2022. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

SS&H Financial Advisors held 2,450 shares of J.M. Smucker worth $240K as of Q4 2025.
SS&H Financial Advisors left its J.M. Smucker share count unchanged in Q4 2025.
J.M. Smucker made up 0.07% of SS&H Financial Advisors's portfolio in Q4 2025, its #118 holding.
SS&H Financial Advisors first reported a position in J.M. Smucker in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's J.M. Smucker position peaked at $507K in Q4 2022.
820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.