WBI Investments’s J.M. Smucker SJM Stock Holding History

WBI Investments’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	-4,768	Closed	-$565K	–	319
2025 Q1	$565K	Sell	4,768 -8,082	-63%	-$873K	0.15%	144
2024 Q4	$1.42M	Buy	+12,850	New	+$1.48M	0.35%	90
2021 Q2	–	Sell	-13,255	Closed	-$1.68M	–	234
2021 Q1	$1.68M	Buy	+13,255	New	+$1.56M	0.26%	81
2020 Q4	–	Sell	-63,804	Closed	-$7.37M	–	195
2020 Q3	$7.37M	Buy	+63,804	New	+$7.11M	1.13%	29
2019 Q3	–	Sell	-24,042	Closed	-$2.77M	–	271
2019 Q2	$2.77M	Sell	24,042 -35,203	-59%	-$4.3M	0.24%	87
2019 Q1	$6.9M	Buy	+59,245	New	+$6.19M	0.53%	43
2018 Q2	–	Sell	-219,433	Closed	-$27.2M	–	294
2018 Q1	$27.2M	Buy	+219,433	New	+$27.4M	1.4%	19
2016 Q1	–	Sell	-68,535	Closed	-$8.45M	–	215
2015 Q4	$8.45M	Buy	+68,535	New	+$8.17M	0.24%	78

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

WBI Investments's SJM Position: Q2 2025 in Review

WBI Investments sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 4,768 shares — an estimated $565K sold.

WBI Investments first reported a position in SJM in Q4 2015 and held it in 8 quarters. The position peaked at $27.2M in Q1 2018. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

WBI Investments reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
WBI Investments sold 4,768 J.M. Smucker shares in Q2 2025, an estimated $565K.
WBI Investments first reported a position in J.M. Smucker in Q4 2015 and held it in 8 quarters.
WBI Investments's J.M. Smucker position peaked at $27.2M in Q1 2018.
797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on WBI Investments's 13F filing for Q2 2025, filed 11 Aug 2025.