SummitTX Capital’s J.M. Smucker SJM Stock Holding History

SummitTX Capital’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	–	Sell	-14,438	Closed	-$1.42M	–	960
2025 Q2	$1.42M	Sell	14,438 -92,276	-86%	-$10.1M	0.06%	307
2025 Q1	$12.6M	Buy	+106,714	New	+$11.5M	0.54%	26

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

SummitTX Capital's SJM Position: Q3 2025 in Review

SummitTX Capital sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 14,438 shares — an estimated $1.42M sold.

SummitTX Capital first reported a position in SJM in Q1 2025 and held it in 2 quarters. The position peaked at $12.6M in Q1 2025. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

SummitTX Capital reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
SummitTX Capital sold 14,438 J.M. Smucker shares in Q3 2025, an estimated $1.42M.
SummitTX Capital first reported a position in J.M. Smucker in Q1 2025 and held it in 2 quarters.
SummitTX Capital's J.M. Smucker position peaked at $12.6M in Q1 2025.
807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on SummitTX Capital's 13F filing for Q3 2025, filed 14 Nov 2025.