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Strathmore Capital Advisors’s J.M. Smucker SJM Stock Holding History

Strathmore Capital Advisors’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
Q4 		– Sell
-3,584
Closed -$389K – 119
2025
Q3 		$389K Hold
3,584
– – 0.16% 81
2025
Q2 		$373K Buy
+3,584
New +$394K 0.17% 81

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 $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strathmore Capital Advisors's SJM Position: Q4 2025 in Review

Strathmore Capital Advisors sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 3,584 shares — an estimated $389K sold.

Strathmore Capital Advisors first reported a position in SJM in Q2 2025 and held it in 2 quarters. The position peaked at $389K in Q3 2025. 821 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Strathmore Capital Advisors reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Strathmore Capital Advisors sold 3,584 J.M. Smucker shares in Q4 2025, an estimated $389K.
  • Strathmore Capital Advisors first reported a position in J.M. Smucker in Q2 2025 and held it in 2 quarters.
  • Strathmore Capital Advisors's J.M. Smucker position peaked at $389K in Q3 2025.
  • 821 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Strathmore Capital Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.