Steph & Co’s J.M. Smucker SJM Stock Holding History

Steph & Co’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 Q1	–	Sell	-49	Closed	-$5.4K	–	279
2024 Q4	$5.4K	Hold	49	–	–	﹤0.01%	264
2024 Q3	$5.93K	Hold	49	–	–	﹤0.01%	283
2024 Q2	$5.34K	Hold	49	–	–	﹤0.01%	254
2024 Q1	$6.17K	Hold	49	–	–	﹤0.01%	270
2023 Q4	$6.19K	Hold	49	–	–	﹤0.01%	227
2023 Q3	$6.02K	Hold	49	–	–	﹤0.01%	269
2023 Q2	$7.24K	Hold	49	–	–	﹤0.01%	224
2023 Q1	$7.71K	Hold	49	–	–	﹤0.01%	219
2022 Q4	$8K	Hold	49	–	–	0.01%	226
2022 Q3	$7K	Hold	49	–	–	﹤0.01%	215
2022 Q2	$6K	Hold	49	–	–	﹤0.01%	218
2022 Q1	$7K	Hold	49	–	–	﹤0.01%	281
2021 Q4	$7K	Hold	49	–	–	﹤0.01%	292
2021 Q3	$6K	Hold	49	–	–	﹤0.01%	260
2021 Q2	$6K	Hold	49	–	–	﹤0.01%	226
2021 Q1	$6K	Hold	49	–	–	﹤0.01%	225
2020 Q4	$6K	Hold	49	–	–	﹤0.01%	225
2020 Q3	$6K	Hold	49	–	–	0.01%	216
2020 Q2	$5K	Hold	49	–	–	0.01%	226
2020 Q1	$5K	Hold	49	–	–	0.01%	230
2019 Q4	$5K	Buy	+49	New	+$5.19K	﹤0.01%	244

Other funds holding SJM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steph & Co's SJM Position: Q1 2025 in Review

Steph & Co sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 49 shares — an estimated $5.4K sold.

Steph & Co first reported a position in SJM in Q4 2019 and held it in 21 quarters. The position peaked at $8K in Q4 2022. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

Steph & Co reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
Steph & Co sold 49 J.M. Smucker shares in Q1 2025, an estimated $5.4K.
Steph & Co first reported a position in J.M. Smucker in Q4 2019 and held it in 21 quarters.
Steph & Co's J.M. Smucker position peaked at $8K in Q4 2022.
834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Steph & Co's 13F filing for Q1 2025, filed 23 Apr 2025.