WR Wealth Planners’s J.M. Smucker SJM Stock Holding History

WR Wealth Planners’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
2024 Q4	$569	Hold	5	–	–	﹤0.01%	974
2024 Q3	$623	Sell	5 -35	-88%	-$4.12K	﹤0.01%	1011
2024 Q2	$4.38K	Hold	40	–	–	﹤0.01%	744
2024 Q1	$5.05K	Buy	+40	New	+$5.06K	﹤0.01%	715
2023 Q4	–	Sell	-57	Closed	-$7.01K	–	745
2023 Q3	$7.01K	Hold	57	–	–	﹤0.01%	630
2023 Q2	$8.43K	Buy	57 +20	+54%	+$3.05K	﹤0.01%	607
2023 Q1	$5.83K	Buy	37 +35	+1,750%	+$5.32K	﹤0.01%	660
2022 Q4	$321	Hold	2	–	–	﹤0.01%	459
2022 Q3	$277	Buy	+2	New	+$273	﹤0.01%	469

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

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $67.5B AUM 28.09% 1-Year Est. Return

WR Wealth Planners's SJM Position: Q4 2024 in Review

WR Wealth Planners held its J.M. Smucker (SJM) position steady in Q4 2024 at 5 shares worth $569. The position accounts for ﹤0.01% of the portfolio, ranked #974.

WR Wealth Planners first reported a position in SJM in Q3 2022 and has held it in 9 quarters since. The position peaked at $8.43K in Q2 2023. 845 funds tracked by Wall St. Rank hold SJM as of Q4 2024.

WR Wealth Planners held 5 shares of J.M. Smucker worth $569 as of Q4 2024.
WR Wealth Planners left its J.M. Smucker share count unchanged in Q4 2024.
J.M. Smucker made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #974 holding.
WR Wealth Planners first reported a position in J.M. Smucker in Q3 2022 and has held it in 9 quarters since.
WR Wealth Planners's J.M. Smucker position peaked at $8.43K in Q2 2023.
845 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.