Beese Fulmer Investment 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 | $1.36M | Buy |
13,890
+522
| +4% | +$51.3K | 0.1% | 123 |
|
|
2025
Q1 | $1.58M | Sell |
13,368
-450
| -3% | -$53.3K | 0.14% | 101 |
|
|
2024
Q4 | $1.52M | Sell |
13,818
-692
| -5% | -$76.2K | 0.13% | 99 |
|
|
2024
Q3 | $1.76M | Sell |
14,510
-1,475
| -9% | -$179K | 0.15% | 92 |
|
|
2024
Q2 | $1.74M | Sell |
15,985
-450
| -3% | -$49.1K | 0.16% | 92 |
|
|
2024
Q1 | $2.07M | Sell |
16,435
-1,443
| -8% | -$182K | 0.19% | 89 |
|
|
2023
Q4 | $2.26M | Sell |
17,878
-440
| -2% | -$55.6K | 0.23% | 78 |
|
|
2023
Q3 | $2.25M | Sell |
18,318
-987
| -5% | -$121K | 0.25% | 78 |
|
|
2023
Q2 | $2.85M | Sell |
19,305
-926
| -5% | -$137K | 0.31% | 68 |
|
|
2023
Q1 | $3.18M | Buy |
20,231
+112
| +0.6% | +$17.6K | 0.36% | 67 |
|
|
2022
Q4 | $3.19M | Sell |
20,119
-860
| -4% | -$136K | 0.38% | 69 |
|
|
2022
Q3 | $2.88M | Sell |
20,979
-363
| -2% | -$49.9K | 0.39% | 69 |
|
|
2022
Q2 | $2.73M | Sell |
21,342
-741
| -3% | -$94.9K | 0.35% | 73 |
|
|
2022
Q1 | $2.99M | Sell |
22,083
-2,132
| -9% | -$289K | 0.32% | 77 |
|
|
2021
Q4 | $3.29M | Sell |
24,215
-275
| -1% | -$37.4K | 0.34% | 75 |
|
|
2021
Q3 | $2.94M | Sell |
24,490
-835
| -3% | -$100K | 0.33% | 80 |
|
|
2021
Q2 | $3.28M | Sell |
25,325
-200
| -0.8% | -$25.9K | 0.37% | 77 |
|
|
2021
Q1 | $3.23M | Sell |
25,525
-170
| -0.7% | -$21.5K | 0.39% | 73 |
|
|
2020
Q4 | $2.97M | Buy |
25,695
+50
| +0.2% | +$5.78K | 0.38% | 73 |
|
|
2020
Q3 | $2.96M | Sell |
25,645
-150
| -0.6% | -$17.3K | 0.42% | 70 |
|
|
2020
Q2 | $2.73M | Sell |
25,795
-675
| -3% | -$71.4K | 0.4% | 71 |
|
|
2020
Q1 | $2.94M | Sell |
26,470
-875
| -3% | -$97.1K | 0.52% | 64 |
|
|
2019
Q4 | $2.85M | Buy |
27,345
+75
| +0.3% | +$7.81K | 0.4% | 74 |
|
|
2019
Q3 | $3M | Buy |
27,270
+22,034
| +421% | +$2.42M | 0.45% | 69 |
|
|
2019
Q2 | $603K | Sell |
5,236
-100
| -2% | -$11.5K | 0.11% | 108 |
|
|
2019
Q1 | $622K | Hold |
5,336
| – | – | 0.12% | 104 |
|
|
2018
Q4 | $499K | Hold |
5,336
| – | – | 0.11% | 108 |
|
|
2018
Q3 | $548K | Sell |
5,336
-500
| -9% | -$51.3K | 0.11% | 108 |
|
|
2018
Q2 | $627K | Sell |
5,836
-1,650
| -22% | -$177K | 0.13% | 104 |
|
|
2018
Q1 | $928K | Sell |
7,486
-160
| -2% | -$19.8K | 0.2% | 98 |
|
|
2017
Q4 | $950K | Hold |
7,646
| – | – | 0.2% | 96 |
|
|
2017
Q3 | $802K | Sell |
7,646
-100
| -1% | -$10.5K | 0.18% | 95 |
|
|
2017
Q2 | $917K | Sell |
7,746
-175
| -2% | -$20.7K | 0.22% | 94 |
|
|
2017
Q1 | $1.04M | Hold |
7,921
| – | – | 0.25% | 87 |
|
|
2016
Q4 | $1.01M | Sell |
7,921
-300
| -4% | -$38.4K | 0.26% | 84 |
|
|
2016
Q3 | $1.11M | Buy |
8,221
+1,500
| +22% | +$203K | 0.3% | 75 |
|
|
2016
Q2 | $1.02M | Buy |
6,721
+50
| +0.7% | +$7.62K | 0.29% | 77 |
|
|
2016
Q1 | $853K | Buy |
6,671
+300
| +5% | +$38.4K | 0.25% | 90 |
|
|
2015
Q4 | $786K | Hold |
6,371
| – | – | 0.24% | 87 |
|
|
2015
Q3 | $727K | Buy |
6,371
+100
| +2% | +$11.4K | 0.24% | 86 |
|
|
2015
Q2 | $680K | Sell |
6,271
-100
| -2% | -$10.8K | 0.22% | 89 |
|
|
2015
Q1 | $737K | Hold |
6,371
| – | – | 0.25% | 86 |
|
|
2014
Q4 | $643K | Hold |
6,371
| – | – | 0.2% | 92 |
|
|
2014
Q3 | $631K | Hold |
6,371
| – | – | 0.2% | 94 |
|
|
2014
Q2 | $679K | Buy |
6,371
+75
| +1% | +$7.99K | 0.22% | 90 |
|
|
2014
Q1 | $612K | Hold |
6,296
| – | – | 0.21% | 92 |
|
|
2013
Q4 | $652K | Hold |
6,296
| – | – | 0.23% | 92 |
|
|
2013
Q3 | $661K | Buy |
6,296
+750
| +14% | +$78.7K | 0.26% | 88 |
|
|
2013
Q2 | $572K | Buy |
+5,546
| New | +$572K | 0.25% | 90 |
|