Baird Financial Group’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 | $4.55M | Buy |
46,349
+18,310
| +65% | +$1.8M | 0.01% | 748 |
|
|
2025
Q1 | $3.32M | Sell |
28,039
-1,910
| -6% | -$226K | 0.01% | 812 |
|
|
2024
Q4 | $3.3M | Sell |
29,949
-1,527
| -5% | -$168K | 0.01% | 819 |
|
|
2024
Q3 | $3.81M | Sell |
31,476
-425
| -1% | -$51.5K | 0.01% | 769 |
|
|
2024
Q2 | $3.48M | Sell |
31,901
-12,783
| -29% | -$1.39M | 0.01% | 778 |
|
|
2024
Q1 | $5.62M | Buy |
44,684
+6,521
| +17% | +$821K | 0.01% | 630 |
|
|
2023
Q4 | $4.82M | Sell |
38,163
-28,349
| -43% | -$3.58M | 0.01% | 665 |
|
|
2023
Q3 | $8.17M | Sell |
66,512
-11,542
| -15% | -$1.42M | 0.02% | 479 |
|
|
2023
Q2 | $11.5M | Sell |
78,054
-7,575
| -9% | -$1.12M | 0.03% | 410 |
|
|
2023
Q1 | $13.5M | Sell |
85,629
-10,191
| -11% | -$1.6M | 0.03% | 372 |
|
|
2022
Q4 | $15.2M | Buy |
95,820
+16,586
| +21% | +$2.63M | 0.04% | 342 |
|
|
2022
Q3 | $10.9M | Buy |
79,234
+13,140
| +20% | +$1.81M | 0.03% | 403 |
|
|
2022
Q2 | $8.46M | Buy |
66,094
+26,164
| +66% | +$3.35M | 0.02% | 465 |
|
|
2022
Q1 | $5.41M | Buy |
39,930
+4,621
| +13% | +$626K | 0.01% | 594 |
|
|
2021
Q4 | $4.8M | Buy |
35,309
+687
| +2% | +$93.3K | 0.01% | 624 |
|
|
2021
Q3 | $4.16M | Sell |
34,622
-124
| -0.4% | -$14.9K | 0.01% | 667 |
|
|
2021
Q2 | $4.5M | Buy |
34,746
+1,807
| +5% | +$234K | 0.01% | 630 |
|
|
2021
Q1 | $4.17M | Buy |
32,939
+1,017
| +3% | +$129K | 0.01% | 633 |
|
|
2020
Q4 | $3.69M | Buy |
31,922
+570
| +2% | +$65.9K | 0.01% | 633 |
|
|
2020
Q3 | $3.62M | Buy |
31,352
+160
| +0.5% | +$18.5K | 0.01% | 577 |
|
|
2020
Q2 | $3.3M | Buy |
31,192
+851
| +3% | +$90K | 0.01% | 592 |
|
|
2020
Q1 | $3.37M | Sell |
30,341
-5,142
| -14% | -$571K | 0.02% | 529 |
|
|
2019
Q4 | $3.7M | Buy |
35,483
+2,260
| +7% | +$235K | 0.01% | 601 |
|
|
2019
Q3 | $3.66M | Buy |
33,223
+2,848
| +9% | +$313K | 0.01% | 595 |
|
|
2019
Q2 | $3.5M | Buy |
30,375
+19,438
| +178% | +$2.24M | 0.01% | 619 |
|
|
2019
Q1 | $1.27M | Buy |
10,937
+114
| +1% | +$13.3K | 0.01% | 791 |
|
|
2018
Q4 | $1.01M | Sell |
10,823
-56,201
| -84% | -$5.26M | 0.01% | 793 |
|
|
2018
Q3 | $6.87M | Buy |
67,024
+5,142
| +8% | +$527K | 0.04% | 383 |
|
|
2018
Q2 | $6.68M | Sell |
61,882
-491
| -0.8% | -$53K | 0.05% | 369 |
|
|
2018
Q1 | $7.74M | Buy |
62,373
+293
| +0.5% | +$36.3K | 0.05% | 334 |
|
|
2017
Q4 | $7.71M | Sell |
62,080
-3,689
| -6% | -$458K | 0.05% | 336 |
|
|
2017
Q3 | $6.9M | Buy |
65,769
+1,268
| +2% | +$133K | 0.05% | 351 |
|
|
2017
Q2 | $7.63M | Buy |
64,501
+1,829
| +3% | +$216K | 0.06% | 314 |
|
|
2017
Q1 | $8.22M | Buy |
62,672
+4,415
| +8% | +$579K | 0.07% | 291 |
|
|
2016
Q4 | $7.46M | Buy |
58,257
+1,065
| +2% | +$136K | 0.06% | 291 |
|
|
2016
Q3 | $7.75M | Sell |
57,192
-18,061
| -24% | -$2.45M | 0.07% | 284 |
|
|
2016
Q2 | $11.4M | Sell |
75,253
-2,860
| -4% | -$434K | 0.1% | 200 |
|
|
2016
Q1 | $10.1M | Buy |
78,113
+9,558
| +14% | +$1.24M | 0.1% | 219 |
|
|
2015
Q4 | $8.46M | Buy |
68,555
+659
| +1% | +$81.3K | 0.08% | 243 |
|
|
2015
Q3 | $7.75M | Buy |
67,896
+16,946
| +33% | +$1.93M | 0.08% | 242 |
|
|
2015
Q2 | $5.52M | Buy |
+50,950
| New | +$5.52M | 0.05% | 315 |
|