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Trajan Wealth’s J.M. Smucker SJM Stock Holding History

Trajan Wealth’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
-43,342
Closed -$4.77M – 185
2024
Q4 		$4.77M Buy
43,342
+4,307
+11% +$495K 0.26% 75
2024
Q3 		$4.73M Buy
39,035
+4,113
+12% +$485K 0.28% 80
2024
Q2 		$3.81M Buy
34,922
+829
+2% +$93.8K 0.24% 88
2024
Q1 		$4.29M Buy
+34,093
New +$4.32M 0.29% 80

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Trajan Wealth's SJM Position: Q1 2025 in Review

Trajan Wealth sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 43,342 shares — an estimated $4.77M sold.

Trajan Wealth first reported a position in SJM in Q1 2024 and held it in 4 quarters. The position peaked at $4.77M in Q4 2024. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Trajan Wealth reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Trajan Wealth sold 43,342 J.M. Smucker shares in Q1 2025, an estimated $4.77M.
  • Trajan Wealth first reported a position in J.M. Smucker in Q1 2024 and held it in 4 quarters.
  • Trajan Wealth's J.M. Smucker position peaked at $4.77M in Q4 2024.
  • 834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Trajan Wealth's 13F filing for Q1 2025, filed 13 May 2025.