AE Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.22M | Buy |
54,098
+10,034
| +23% | +$1.05M | 0.03% | 409 |
|
|
2025
Q4 | $4.31M | Buy |
44,064
+4,312
| +11% | +$446K | 0.02% | 430 |
|
|
2025
Q3 | $4.32M | Buy |
39,752
+4,666
| +13% | +$507K | 0.03% | 390 |
|
|
2025
Q2 | $3.45M | Buy |
35,086
+2,350
| +7% | +$258K | 0.03% | 420 |
|
|
2025
Q1 | $3.88M | Buy |
32,736
+3,967
| +14% | +$428K | 0.03% | 395 |
|
|
2024
Q4 | $3.17M | Buy |
28,769
+5,999
| +26% | +$690K | 0.03% | 436 |
|
|
2024
Q3 | $2.76M | Buy |
+22,770
| New | +$2.68M | 0.03% | 451 |
|
|
2024
Q1 | – | Sell |
-17,185
| Closed | -$2.26M | – | 1847 |
|
|
2023
Q4 | $2.26M | Buy |
17,185
+1,081
| +7% | +$125K | 0.01% | 860 |
|
|
2023
Q3 | $1.98M | Buy |
16,104
+651
| +4% | +$92.5K | 0.01% | 856 |
|
|
2023
Q2 | $2.28M | Buy |
15,453
+461
| +3% | +$70.3K | 0.01% | 807 |
|
|
2023
Q1 | $2.36M | Sell |
14,992
-762
| -5% | -$116K | 0.02% | 744 |
|
|
2022
Q4 | $2.5M | Buy |
15,754
+842
| +6% | +$125K | 0.02% | 671 |
|
|
2022
Q3 | $2.05M | Buy |
14,912
+802
| +6% | +$109K | 0.02% | 695 |
|
|
2022
Q2 | $1.81M | Buy |
14,110
+130
| +0.9% | +$17.3K | 0.01% | 703 |
|
|
2022
Q1 | $1.89M | Buy |
13,980
+1,359
| +11% | +$185K | 0.01% | 716 |
|
|
2021
Q4 | $1.71M | Buy |
12,621
+784
| +7% | +$100K | 0.01% | 745 |
|
|
2021
Q3 | $1.42M | Sell |
11,837
-11,621
| -50% | -$1.48M | 0.01% | 764 |
|
|
2021
Q2 | $3.04M | Buy |
23,458
+16,299
| +228% | +$2.16M | 0.03% | 504 |
|
|
2021
Q1 | $906K | Buy |
7,159
+288
| +4% | +$34K | 0.01% | 807 |
|
|
2020
Q4 | $794K | Buy |
6,871
+1,542
| +29% | +$179K | 0.01% | 786 |
|
|
2020
Q3 | $616K | Buy |
5,329
+1,126
| +27% | +$126K | 0.01% | 805 |
|
|
2020
Q2 | $445K | Buy |
4,203
+517
| +14% | +$58.1K | 0.01% | 915 |
|
|
2020
Q1 | $409K | Sell |
3,686
-329
| -8% | -$35.2K | 0.01% | 748 |
|
|
2019
Q4 | $418K | Buy |
4,015
+824
| +26% | +$87.2K | 0.01% | 791 |
|
|
2019
Q3 | $351K | Buy |
+3,191
| New | +$356K | 0.01% | 722 |
|
Other funds holding SJM
VCM
VPM
