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Strategic Investment Solutions’s J.M. Smucker SJM Stock Holding History

Strategic Investment Solutions’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
-51
Closed -$6.51K – 675
2024
Q4 		$6.51K Buy
+51
New +$5.87K ﹤0.01% 432
2023
Q4 		$6.51K Buy
+51
New +$5.91K ﹤0.01% 821
2023
Q2 		– Sell
-51
Closed -$8.1K – 962
2023
Q1 		$8.1K Buy
+51
New +$7.75K ﹤0.01% 681

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Strategic Investment Solutions's SJM Position: Q1 2025 in Review

Strategic Investment Solutions sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 51 shares — an estimated $6.51K sold.

Strategic Investment Solutions first reported a position in SJM in Q1 2023 and held it in 3 quarters. The position peaked at $8.1K in Q1 2023. 833 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Strategic Investment Solutions reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Strategic Investment Solutions sold 51 J.M. Smucker shares in Q1 2025, an estimated $6.51K.
  • Strategic Investment Solutions first reported a position in J.M. Smucker in Q1 2023 and held it in 3 quarters.
  • Strategic Investment Solutions's J.M. Smucker position peaked at $8.1K in Q1 2023.
  • 833 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Strategic Investment Solutions's 13F filing for Q1 2025, filed 9 May 2025.