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Venturi Wealth Management’s J.M. Smucker SJM Stock Holding History

Venturi Wealth Management’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
-474
Closed -$52.2K – 1603
2024
Q4 		$52.2K Buy
474
+231
+95% +$26.6K ﹤0.01% 1005
2024
Q3 		$29.4K Buy
243
+226
+1,329% +$26.6K ﹤0.01% 918
2024
Q2 		$1.85K Sell
17
-260
-94% -$29.4K ﹤0.01% 1377
2024
Q1 		$34.9K Buy
+277
New +$35.1K ﹤0.01% 588

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 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

Venturi Wealth Management's SJM Position: Q1 2025 in Review

Venturi Wealth Management sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 474 shares — an estimated $52.2K sold.

Venturi Wealth Management first reported a position in SJM in Q1 2024 and held it in 4 quarters. The position peaked at $52.2K in Q4 2024. 835 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

  • Venturi Wealth Management reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 474 J.M. Smucker shares in Q1 2025, an estimated $52.2K.
  • Venturi Wealth Management first reported a position in J.M. Smucker in Q1 2024 and held it in 4 quarters.
  • Venturi Wealth Management's J.M. Smucker position peaked at $52.2K in Q4 2024.
  • 835 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.