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Trivant Custom Portfolio Group’s J.M. Smucker SJM Stock Holding History

Trivant Custom Portfolio 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
Q2 		– Sell
-475
Closed -$56.2K – 189
2025
Q1 		$56.2K Hold
475
– – 0.03% 93
2024
Q4 		$52.3K Buy
475
+125
+36% +$14.4K 0.03% 82
2024
Q3 		$42.4K Buy
+350
New +$41.2K 0.02% 88

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Trivant Custom Portfolio Group's SJM Position: Q2 2025 in Review

Trivant Custom Portfolio Group sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 475 shares — an estimated $56.2K sold.

Trivant Custom Portfolio Group first reported a position in SJM in Q3 2024 and held it in 3 quarters. The position peaked at $56.2K in Q1 2025. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Trivant Custom Portfolio Group reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Trivant Custom Portfolio Group sold 475 J.M. Smucker shares in Q2 2025, an estimated $56.2K.
  • Trivant Custom Portfolio Group first reported a position in J.M. Smucker in Q3 2024 and held it in 3 quarters.
  • Trivant Custom Portfolio Group's J.M. Smucker position peaked at $56.2K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Trivant Custom Portfolio Group's 13F filing for Q2 2025, filed 12 Aug 2025.