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

Stonegate Investment 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
Q3 		$57.5M Sell
529,791
-4,108
-0.8% -$446K 1.33% 27
2025
Q2 		$52.4M Buy
+533,899
New +$58.7M 1.32% 28

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stonegate Investment Group's SJM Position: Q3 2025 in Review

Stonegate Investment Group reduced its J.M. Smucker (SJM) stake by 0.77% in Q3 2025, selling an estimated $446K and leaving 529,791 shares worth $57.5M. The position accounts for 1.33% of the portfolio, ranked #27.

Stonegate Investment Group first reported a position in SJM in Q2 2025 and has held it in 2 quarters since. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Stonegate Investment Group held 529,791 shares of J.M. Smucker worth $57.5M as of Q3 2025.
  • Stonegate Investment Group sold 4,108 J.M. Smucker shares in Q3 2025, an estimated $446K.
  • J.M. Smucker made up 1.33% of Stonegate Investment Group's portfolio in Q3 2025, its #27 holding.
  • Stonegate Investment Group first reported a position in J.M. Smucker in Q2 2025 and has held it in 2 quarters since.
  • 807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Stonegate Investment Group's 13F filing for Q3 2025, filed 3 Nov 2025.