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

WealthTrak 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
-5
Closed -$593 – 1062
2025
Q1 		$593 Buy
+5
New +$540 ﹤0.01% 622

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

WealthTrak Capital Management sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 5 shares — an estimated $593 sold.

WealthTrak Capital Management first reported a position in SJM in Q1 2025 and held it in 1 quarter. The position peaked at $593 in Q1 2025. 796 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • WealthTrak Capital Management reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 5 J.M. Smucker shares in Q2 2025, an estimated $593.
  • WealthTrak Capital Management first reported a position in J.M. Smucker in Q1 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's J.M. Smucker position peaked at $593 in Q1 2025.
  • 796 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on WealthTrak Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.