Westwood Holdings Group’s J.M. Smucker SJM Stock Holding History

Westwood Holdings 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	-52,416	Closed	-$5.15M	–	510
2025 Q2	$5.15M	Sell	52,416 -4,400	-8%	-$484K	0.04%	269
2025 Q1	$6.73M	Hold	56,816	–	–	0.05%	242
2024 Q4	$6.26M	Hold	56,816	–	–	0.05%	252
2024 Q3	$6.88M	Hold	56,816	–	–	0.03%	283
2024 Q2	$6.2M	Hold	56,816	–	–	0.03%	278
2024 Q1	$7.15M	Buy	56,816 +11,622	+26%	+$1.47M	0.06%	240
2023 Q4	$5.71M	Hold	45,194	–	–	0.05%	247
2023 Q3	$5.55M	Buy	45,194 +6,783	+18%	+$964K	0.05%	240
2023 Q2	$5.67M	Hold	38,411	–	–	0.05%	241
2023 Q1	$6.04M	Hold	38,411	–	–	0.05%	236
2022 Q4	$6.09M	Sell	38,411 -179	-0.5%	-$26.7K	0.05%	232
2022 Q3	$5.3M	Sell	38,590 -65	-0.2%	-$8.86K	0.06%	202
2022 Q2	$4.95M	Buy	38,655 +244	+0.6%	+$32.5K	0.05%	220
2022 Q1	$5.2M	Hold	38,411	–	–	0.05%	238
2021 Q4	$5.22M	Buy	38,411 +7,945	+26%	+$1.01M	0.05%	241
2021 Q3	$3.66M	Hold	30,466	–	–	0.04%	255
2021 Q2	$3.95M	Hold	30,466	–	–	0.04%	251
2021 Q1	$3.85M	Hold	30,466	–	–	0.04%	269
2020 Q4	$3.52M	Sell	30,466 -1,050	-3%	-$122K	0.04%	271
2020 Q3	$3.64M	Sell	31,516 -4,124	-12%	-$460K	0.05%	251
2020 Q2	$3.77M	Buy	35,640 +7,960	+29%	+$894K	0.05%	256
2020 Q1	$3.07M	Sell	27,680 -24,180	-47%	-$2.58M	0.05%	253
2019 Q4	$5.4M	Buy	51,860 +1,831	+4%	+$194K	0.06%	246
2019 Q3	$5.5M	Buy	50,029 +16,610	+50%	+$1.85M	0.06%	237
2019 Q2	$3.85M	Sell	33,419 -16,571	-33%	-$2.02M	0.04%	268
2019 Q1	$5.82M	Hold	49,990	–	–	0.06%	199
2018 Q4	$4.67M	Hold	49,990	–	–	0.05%	214
2018 Q3	$5.13M	Hold	49,990	–	–	0.05%	222
2018 Q2	$5.37M	Sell	49,990 -34,330	-41%	-$3.85M	0.05%	223
2018 Q1	$10.5M	Sell	84,320 -3,528	-4%	-$441K	0.08%	199
2017 Q4	$10.9M	Sell	87,848 -21,820	-20%	-$2.42M	0.08%	200
2017 Q3	$11.5M	Buy	109,668 +5,455	+5%	+$623K	0.09%	191
2017 Q2	$12.3M	Sell	104,213 -27,129	-21%	-$3.43M	0.1%	177
2017 Q1	$17.2M	Sell	131,342 -8,815	-6%	-$1.2M	0.14%	137
2016 Q4	$17.9M	Buy	140,157 +23,500	+20%	+$3.05M	0.15%	135
2016 Q3	$15.8M	Sell	116,657 -340,321	-74%	-$49.9M	0.13%	138
2016 Q2	$69.6M	Sell	456,978 -339,588	-43%	-$45.2M	0.62%	61
2016 Q1	$103M	Sell	796,566 -155,268	-16%	-$19.6M	0.89%	28
2015 Q4	$117M	Sell	951,834 -40,309	-4%	-$4.8M	1.02%	23
2015 Q3	$113M	Sell	992,143 -9,093	-0.9%	-$1.01M	0.98%	25
2015 Q2	$109M	Sell	1,001,236 -20,269	-2%	-$2.35M	0.82%	31
2015 Q1	$118M	Buy	1,021,505 +289,817	+40%	+$31.8M	0.9%	23
2014 Q4	$73.9M	Sell	731,688 -8,729	-1%	-$884K	0.57%	71
2014 Q3	$73.3M	Buy	740,417 +471,411	+175%	+$48.4M	0.58%	68
2014 Q2	$28.7M	Sell	269,006 -456	-0.2%	-$45.8K	0.21%	130
2014 Q1	$26.2M	Buy	269,462 +73,259	+37%	+$7.12M	0.2%	129
2013 Q4	$20.3M	Sell	196,203 -58,227	-23%	-$6.17M	0.16%	130
2013 Q3	$26.7M	Sell	254,430 -1,328	-0.5%	-$144K	0.23%	133
2013 Q2	$26.4M	Buy	+255,758	New	+$26M	0.23%	139

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

Westwood Holdings Group's SJM Position: Q3 2025 in Review

Westwood Holdings Group sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 52,416 shares — an estimated $5.15M sold.

Westwood Holdings Group first reported a position in SJM in Q2 2013 and held it in 49 quarters. The position peaked at $118M in Q1 2015. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

Westwood Holdings Group reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
Westwood Holdings Group sold 52,416 J.M. Smucker shares in Q3 2025, an estimated $5.15M.
Westwood Holdings Group first reported a position in J.M. Smucker in Q2 2013 and held it in 49 quarters.
Westwood Holdings Group's J.M. Smucker position peaked at $118M in Q1 2015.
807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

Based on Westwood Holdings Group's 13F filing for Q3 2025, filed 14 Nov 2025.