Welch Group’s J.M. Smucker SJM Stock Holding History

Welch 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 Q3	–	Sell	-2,529	Closed	-$248K	–	304
2025 Q2	$248K	Buy	2,529 +6	+0.2%	+$660	0.01%	233
2025 Q1	$294K	Sell	2,523 -152	-6%	-$16.4K	0.01%	204
2024 Q4	$294K	Buy	2,675 +2	+0.1%	+$230	0.01%	208
2024 Q3	$324K	Sell	2,673 -4,400	-62%	-$518K	0.01%	196
2024 Q2	$771K	Buy	7,073 +4,400	+165%	+$498K	0.04%	109
2024 Q1	$337K	Sell	2,673 -1,131	-30%	-$143K	0.02%	165
2023 Q4	$481K	Buy	3,804 +1,001	+36%	+$116K	0.03%	128
2023 Q3	$345K	Hold	2,803	–	–	0.02%	143
2023 Q2	$414K	Hold	2,803	–	–	0.02%	128
2023 Q1	$441K	Buy	2,803 +1	+0%	+$152	0.03%	117
2022 Q4	$444K	Buy	2,802 +1	+0%	+$149	0.03%	125
2022 Q3	$385K	Buy	2,801 +1	+0%	+$136	0.03%	114
2022 Q2	$358K	Buy	2,800 +1	+0%	+$133	0.02%	129
2022 Q1	$379K	Buy	2,799 +1	+0%	+$136	0.02%	138
2021 Q4	$380K	Buy	2,798 +1	+0%	+$128	0.02%	145
2021 Q3	$336K	Buy	2,797 +2	+0.1%	+$254	0.02%	135
2021 Q2	$362K	Buy	2,795 +154	+6%	+$20.5K	0.02%	128
2021 Q1	$334K	Buy	+2,641	New	+$312K	0.02%	134

Other funds holding SJM

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management

Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return