West Family Investments’s J.M. Smucker SJM Stock Holding History

West Family 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	-1,712	Closed	-$203K	–	376
2025 Q1	$203K	Buy	+1,712	New	+$185K	0.08%	244
2024 Q2	–	Sell	-1,858	Closed	-$234K	–	270
2024 Q1	$234K	Buy	+1,858	New	+$235K	0.07%	229
2023 Q3	–	Sell	-3,111	Closed	-$459K	–	254
2023 Q2	$459K	Buy	3,111 +1,241	+66%	+$189K	0.18%	106
2023 Q1	$294K	Sell	1,870 -630	-25%	-$95.7K	0.12%	133
2022 Q4	$396K	Buy	2,500 +830	+50%	+$124K	0.14%	125
2022 Q3	$229K	Buy	+1,670	New	+$228K	0.1%	190
2022 Q2	–	Sell	-2,250	Closed	-$305K	–	301
2022 Q1	$305K	Hold	2,250	–	–	0.09%	191
2021 Q4	$306K	Buy	+2,250	New	+$287K	0.08%	199
2021 Q3	–	Sell	-2,849	Closed	-$369K	–	384
2021 Q2	$369K	Buy	+2,849	New	+$378K	0.1%	188

Other funds holding SJM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

West Family Investments's SJM Position: Q2 2025 in Review

West Family Investments sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 1,712 shares — an estimated $203K sold.

West Family Investments first reported a position in SJM in Q2 2021 and held it in 9 quarters. The position peaked at $459K in Q2 2023. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

West Family Investments reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
West Family Investments sold 1,712 J.M. Smucker shares in Q2 2025, an estimated $203K.
West Family Investments first reported a position in J.M. Smucker in Q2 2021 and held it in 9 quarters.
West Family Investments's J.M. Smucker position peaked at $459K in Q2 2023.
797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on West Family Investments's 13F filing for Q2 2025, filed 13 Aug 2025.