Vermillion & White Wealth Management Group’s J.M. Smucker SJM Stock Holding History

Vermillion & White Wealth Management 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 Q1	–	Sell	-31	Closed	-$3.41K	–	552
2024 Q4	$3.41K	Hold	31	–	–	﹤0.01%	299
2024 Q3	$3.75K	Hold	31	–	–	﹤0.01%	273
2024 Q2	$3.38K	Hold	31	–	–	﹤0.01%	284
2024 Q1	$3.9K	Hold	31	–	–	﹤0.01%	265
2023 Q4	$3.92K	Buy	+31	New	+$3.59K	﹤0.01%	223

Other funds holding SJM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vermillion & White Wealth Management Group's SJM Position: Q1 2025 in Review

Vermillion & White Wealth Management Group sold out of J.M. Smucker (SJM) in Q1 2025, closing a stake of 31 shares — an estimated $3.41K sold.

Vermillion & White Wealth Management Group first reported a position in SJM in Q4 2023 and held it in 5 quarters. The position peaked at $3.92K in Q4 2023. 835 funds tracked by Wall St. Rank hold SJM as of Q1 2025.

Vermillion & White Wealth Management Group reported no remaining J.M. Smucker position as of Q1 2025 after selling out during the quarter.
Vermillion & White Wealth Management Group sold 31 J.M. Smucker shares in Q1 2025, an estimated $3.41K.
Vermillion & White Wealth Management Group first reported a position in J.M. Smucker in Q4 2023 and held it in 5 quarters.
Vermillion & White Wealth Management Group's J.M. Smucker position peaked at $3.92K in Q4 2023.
835 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2025, filed 15 May 2025.