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Stokes Family Office’s J.M. Smucker SJM Stock Holding History

Stokes Family Office’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
-1,741
Closed -$206K – 244
2025
Q1 		$206K Buy
+1,741
New +$188K 0.02% 226
2024
Q4 		– Sell
-1,741
Closed -$211K – 253
2024
Q3 		$211K Buy
+1,741
New +$205K 0.02% 215
2023
Q4 		– Sell
-2,483
Closed -$305K – 318
2023
Q3 		$305K Sell
2,483
-373
-13% -$53K 0.04% 242
2023
Q2 		$422K Buy
2,856
+234
+9% +$35.7K 0.05% 201
2023
Q1 		$413K Buy
2,622
+65
+3% +$9.87K 0.05% 190
2022
Q4 		$405K Buy
2,557
+138
+6% +$20.6K 0.05% 185
2022
Q3 		$332K Buy
2,419
+389
+19% +$53K 0.05% 194
2022
Q2 		$260K Sell
2,030
-122
-6% -$16.3K 0.04% 225
2022
Q1 		$291K Sell
2,152
-98
-4% -$13.4K 0.04% 213
2021
Q4 		$306K Buy
2,250
+181
+9% +$23.1K 0.04% 190
2021
Q3 		$248K Buy
2,069
+69
+3% +$8.77K 0.03% 197
2021
Q2 		$259K Sell
2,000
-388
-16% -$51.5K 0.04% 190
2021
Q1 		$302K Buy
2,388
+143
+6% +$16.9K 0.05% 164
2020
Q4 		$260K Buy
2,245
+99
+5% +$11.5K 0.05% 149
2020
Q3 		$248K Buy
2,146
+36
+2% +$4.01K 0.06% 134
2020
Q2 		$223K Hold
2,110
– – 0.06% 120
2020
Q1 		$234K Sell
2,110
-180
-8% -$19.2K 0.06% 110
2019
Q4 		$238K Buy
+2,290
New +$242K 0.05% 115

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 $3.38T AUM 44.17% 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 40.89% 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

Stokes Family Office's SJM Position: Q2 2025 in Review

Stokes Family Office sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 1,741 shares — an estimated $206K sold.

Stokes Family Office first reported a position in SJM in Q4 2019 and held it in 18 quarters. The position peaked at $422K in Q2 2023. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Stokes Family Office reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Stokes Family Office sold 1,741 J.M. Smucker shares in Q2 2025, an estimated $206K.
  • Stokes Family Office first reported a position in J.M. Smucker in Q4 2019 and held it in 18 quarters.
  • Stokes Family Office's J.M. Smucker position peaked at $422K in Q2 2023.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Stokes Family Office's 13F filing for Q2 2025, filed 6 Aug 2025.