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United Services Automobile Association’s J.M. Smucker SJM Stock Holding History

United Services Automobile Association’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
-2,179
Closed -$253K – 858
2025
Q1 		$253K Buy
+2,179
New +$235K 0.01% 910
2019
Q4 		– Sell
-2,259
Closed -$249K – 403
2019
Q3 		$249K Sell
2,259
-87,593
-97% -$9.76M ﹤0.01% 388
2019
Q2 		$10.3M Sell
89,852
-2,428
-3% -$296K 0.03% 536
2019
Q1 		$10.8M Buy
92,280
+1,440
+2% +$151K 0.03% 510
2018
Q4 		$8.49M Sell
90,840
-511
-0.6% -$53.4K 0.02% 551
2018
Q3 		$9.37M Buy
91,351
+1,016
+1% +$111K 0.02% 600
2018
Q2 		$9.71M Buy
90,335
+21,810
+32% +$2.45M 0.03% 565
2018
Q1 		$8.5M Sell
68,525
-4,055
-6% -$506K 0.02% 598
2017
Q4 		$9.02M Buy
72,580
+5,873
+9% +$653K 0.02% 570
2017
Q3 		$7M Buy
66,707
+10,025
+18% +$1.15M 0.02% 667
2017
Q2 		$6.71M Buy
56,682
+14,425
+34% +$1.82M 0.02% 662
2017
Q1 		$5.54M Sell
42,257
-2,285
-5% -$311K 0.02% 703
2016
Q4 		$5.7M Buy
44,542
+1,600
+4% +$207K 0.02% 696
2016
Q3 		$5.82M Buy
42,942
+5,456
+15% +$801K 0.02% 663
2016
Q2 		$5.71M Buy
37,486
+323
+0.9% +$43K 0.02% 648
2016
Q1 		$4.83M Buy
37,163
+1,192
+3% +$150K 0.02% 695
2015
Q4 		$4.44M Buy
35,971
+4,887
+16% +$582K 0.02% 726
2015
Q3 		$3.55M Buy
31,084
+3,034
+11% +$338K 0.01% 775
2015
Q2 		$3.04M Sell
28,050
-1,319
-4% -$153K 0.01% 871
2015
Q1 		$3.4M Buy
29,369
+1,296
+5% +$142K 0.01% 834
2014
Q4 		$2.83M Hold
28,073
– – 0.01% 869
2014
Q3 		$2.78M Hold
28,073
– – 0.01% 857
2014
Q2 		$2.99M Hold
28,073
– – 0.01% 844
2014
Q1 		$2.73M Sell
28,073
-1,193
-4% -$116K 0.01% 856
2013
Q4 		$3.03M Sell
29,266
-101,287
-78% -$10.7M 0.01% 832
2013
Q3 		$13.7M Buy
130,553
+1,379
+1% +$149K 0.06% 326
2013
Q2 		$13.3M Buy
+129,174
New +$13.2M 0.06% 322

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 $3.38T AUM 44.17% 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

United Services Automobile Association's SJM Position: Q2 2025 in Review

United Services Automobile Association sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2,179 shares — an estimated $253K sold.

United Services Automobile Association first reported a position in SJM in Q2 2013 and held it in 27 quarters. The position peaked at $13.7M in Q3 2013. 798 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • United Services Automobile Association reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • United Services Automobile Association sold 2,179 J.M. Smucker shares in Q2 2025, an estimated $253K.
  • United Services Automobile Association first reported a position in J.M. Smucker in Q2 2013 and held it in 27 quarters.
  • United Services Automobile Association's J.M. Smucker position peaked at $13.7M in Q3 2013.
  • 798 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on United Services Automobile Association's 13F filing for Q2 2025, filed 15 Aug 2025.