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Trustmark National Bank Trust Department’s J.M. Smucker SJM Stock Holding History

Trustmark National Bank Trust Department’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
-2,077
Closed -$229K – 308
2024
Q4 		$229K Buy
2,077
+20
+1% +$2.3K 0.02% 273
2024
Q3 		$249K Sell
2,057
-859
-29% -$101K 0.02% 269
2024
Q2 		$318K Buy
2,916
+25
+0.9% +$2.83K 0.03% 233
2024
Q1 		$364K Sell
2,891
-377
-12% -$47.7K 0.03% 224
2023
Q4 		$413K Sell
3,268
-340
-9% -$39.4K 0.04% 199
2023
Q3 		$443K Sell
3,608
-6,318
-64% -$897K 0.04% 192
2023
Q2 		$1.47M Sell
9,926
-2,476
-20% -$378K 0.14% 120
2023
Q1 		$1.95M Buy
12,402
+4,416
+55% +$671K 0.18% 103
2022
Q4 		$1.27M Sell
7,986
-642
-7% -$95.6K 0.12% 124
2022
Q3 		$1.19M Buy
8,628
+215
+3% +$29.3K 0.11% 123
2022
Q2 		$1.08M Buy
8,413
+210
+3% +$28K 0.1% 133
2022
Q1 		$1.11M Buy
8,203
+3,170
+63% +$432K 0.09% 141
2021
Q4 		$683K Buy
5,033
+143
+3% +$18.2K 0.05% 165
2021
Q3 		$587K Sell
4,890
-2,550
-34% -$324K 0.05% 174
2021
Q2 		$964K Buy
7,440
+325
+5% +$43.2K 0.08% 143
2021
Q1 		$900K Buy
7,115
+50
+0.7% +$5.9K 0.07% 147
2020
Q4 		$817K Buy
7,065
+3,250
+85% +$378K 0.07% 142
2020
Q3 		$441K Buy
3,815
+575
+18% +$64.1K 0.04% 177
2020
Q2 		$343K Buy
+3,240
New +$364K 0.04% 184
2016
Q3 		– Sell
-1,332
Closed -$203K – 292
2016
Q2 		$203K Buy
+1,332
New +$177K 0.03% 273
2016
Q1 		– Sell
-1,886
Closed -$233K – 356
2015
Q4 		$233K Buy
1,886
+77
+4% +$9.18K 0.03% 282
2015
Q3 		$207K Buy
+1,809
New +$202K 0.03% 323

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

Trustmark National Bank Trust Department's SJM Position: Q1 2025 in Review

Trustmark National Bank Trust Department sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 2,077 shares — an estimated $229K sold.

Trustmark National Bank Trust Department first reported a position in SJM in Q3 2015 and held it in 22 quarters. The position peaked at $1.95M in Q1 2023. 834 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Trustmark National Bank Trust Department reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Trustmark National Bank Trust Department sold 2,077 J.M. Smucker shares in Q1 2025, an estimated $229K.
  • Trustmark National Bank Trust Department first reported a position in J.M. Smucker in Q3 2015 and held it in 22 quarters.
  • Trustmark National Bank Trust Department's J.M. Smucker position peaked at $1.95M in Q1 2023.
  • 834 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Trustmark National Bank Trust Department's 13F filing for Q1 2025, filed 12 May 2025.