WA
SJM icon

Wambolt & Associates’s J.M. Smucker SJM Stock Holding History

Wambolt & Associates’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
2024
Q4 		– Sell
-4,186
Closed -$507K – 198
2024
Q3 		$507K Sell
4,186
-696
-14% -$82K 0.14% 124
2024
Q2 		$539K Buy
4,882
+135
+3% +$15.3K 0.16% 121
2024
Q1 		$592K Sell
4,747
-406
-8% -$51.4K 0.18% 121
2023
Q4 		$651K Buy
5,153
+325
+7% +$37.7K 0.21% 137
2023
Q3 		$586K Buy
4,828
+819
+20% +$116K 0.21% 148
2023
Q2 		$592K Buy
4,009
+66
+2% +$10.1K 0.21% 148
2023
Q1 		$622K Buy
+3,943
New +$599K 0.22% 143

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
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
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Wambolt & Associates's SJM Position: Q4 2024 in Review

Wambolt & Associates sold out of J.M. Smucker (SJM) in Q4 2024, closing a stake of 4,186 shares — an estimated $507K sold.

Wambolt & Associates first reported a position in SJM in Q1 2023 and held it in 7 quarters. The position peaked at $651K in Q4 2023. 846 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

  • Wambolt & Associates reported no remaining J.M. Smucker position as of Q4 2024 after selling out during the quarter.
  • Wambolt & Associates sold 4,186 J.M. Smucker shares in Q4 2024, an estimated $507K.
  • Wambolt & Associates first reported a position in J.M. Smucker in Q1 2023 and held it in 7 quarters.
  • Wambolt & Associates's J.M. Smucker position peaked at $651K in Q4 2023.
  • 846 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on Wambolt & Associates's 13F filing for Q4 2024, filed 12 Feb 2025.