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Wallace Capital Management’s J.M. Smucker SJM Stock Holding History

Wallace Capital 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
Q2 		– Sell
-2,285
Closed -$271K – 83
2025
Q1 		$271K Buy
2,285
+150
+7% +$16.2K 0.03% 61
2024
Q4 		$235K Buy
2,135
+100
+5% +$11.5K 0.03% 66
2024
Q3 		$246K Buy
+2,035
New +$240K 0.03% 71

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

Wallace Capital Management's SJM Position: Q2 2025 in Review

Wallace Capital Management sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 2,285 shares — an estimated $271K sold.

Wallace Capital Management first reported a position in SJM in Q3 2024 and held it in 3 quarters. The position peaked at $271K in Q1 2025. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Wallace Capital Management reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Wallace Capital Management sold 2,285 J.M. Smucker shares in Q2 2025, an estimated $271K.
  • Wallace Capital Management first reported a position in J.M. Smucker in Q3 2024 and held it in 3 quarters.
  • Wallace Capital Management's J.M. Smucker position peaked at $271K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Wallace Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.