Advisors Capital Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Buy |
270,391
+15,908
| +6% | +$1.56M | 0.36% | 90 |
|
|
2025
Q1 | $30.1M | Buy |
254,483
+17,539
| +7% | +$2.08M | 0.47% | 68 |
|
|
2024
Q4 | $26.1M | Buy |
236,944
+6,309
| +3% | +$695K | 0.41% | 72 |
|
|
2024
Q3 | $27.9M | Buy |
230,635
+5,953
| +3% | +$721K | 0.45% | 67 |
|
|
2024
Q2 | $24.5M | Buy |
224,682
+27,510
| +14% | +$3M | 0.43% | 72 |
|
|
2024
Q1 | $24.8M | Buy |
197,172
+22,128
| +13% | +$2.79M | 0.45% | 71 |
|
|
2023
Q4 | $22.1M | Buy |
175,044
+2,456
| +1% | +$310K | 0.45% | 72 |
|
|
2023
Q3 | $21.2M | Buy |
172,588
+6,473
| +4% | +$796K | 0.54% | 61 |
|
|
2023
Q2 | $24.5M | Buy |
166,115
+12,334
| +8% | +$1.82M | 0.59% | 55 |
|
|
2023
Q1 | $24.2M | Buy |
+153,781
| New | +$24.2M | 0.63% | 55 |
|