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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return