WG
SJM icon

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
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
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Welch Group's SJM Position: Q3 2025 in Review

Welch Group sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 2,529 shares — an estimated $248K sold.

Welch Group first reported a position in SJM in Q1 2021 and held it in 18 quarters. The position peaked at $771K in Q2 2024. 808 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • Welch Group reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
  • Welch Group sold 2,529 J.M. Smucker shares in Q3 2025, an estimated $248K.
  • Welch Group first reported a position in J.M. Smucker in Q1 2021 and held it in 18 quarters.
  • Welch Group's J.M. Smucker position peaked at $771K in Q2 2024.
  • 808 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Welch Group's 13F filing for Q3 2025, filed 14 Oct 2025.