CAPTRUST Financial Advisors’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 | $4.63M | Sell |
47,974
-2,226
| -4% | -$233K | 0.01% | 805 |
|
|
2025
Q4 | $4.91M | Sell |
50,200
-6,974
| -12% | -$721K | 0.01% | 676 |
|
|
2025
Q3 | $6.21M | Sell |
57,174
-4,257
| -7% | -$462K | 0.01% | 578 |
|
|
2025
Q2 | $6.03M | Buy |
61,431
+6,944
| +13% | +$763K | 0.01% | 574 |
|
|
2025
Q1 | $6.45M | Sell |
54,487
-4,226
| -7% | -$456K | 0.02% | 526 |
|
|
2024
Q4 | $6.47M | Buy |
58,713
+1,707
| +3% | +$196K | 0.02% | 469 |
|
|
2024
Q3 | $6.9M | Buy |
57,006
+308
| +0.5% | +$36.3K | 0.02% | 451 |
|
|
2024
Q2 | $6.18M | Buy |
56,698
+10,230
| +22% | +$1.16M | 0.02% | 456 |
|
|
2024
Q1 | $5.85M | Sell |
46,468
-2,322
| -5% | -$294K | 0.02% | 451 |
|
|
2023
Q4 | $6.17M | Buy |
48,790
+7,296
| +18% | +$845K | 0.02% | 484 |
|
|
2023
Q3 | $5.1M | Sell |
41,494
-2,752
| -6% | -$391K | 0.02% | 508 |
|
|
2023
Q2 | $6.53M | Buy |
44,246
+2,319
| +6% | +$354K | 0.03% | 421 |
|
|
2023
Q1 | $6.6M | Sell |
41,927
-947
| -2% | -$144K | 0.03% | 390 |
|
|
2022
Q4 | $6.79M | Buy |
42,874
+1,465
| +4% | +$218K | 0.03% | 372 |
|
|
2022
Q3 | $5.69M | Buy |
41,409
+9,633
| +30% | +$1.31M | 0.03% | 370 |
|
|
2022
Q2 | $4.07M | Buy |
31,776
+2,315
| +8% | +$309K | 0.03% | 414 |
|
|
2022
Q1 | $3.99M | Sell |
29,461
-493
| -2% | -$67.2K | 0.03% | 414 |
|
|
2021
Q4 | $4.07M | Buy |
29,954
+831
| +3% | +$106K | 0.03% | 402 |
|
|
2021
Q3 | $3.5M | Buy |
29,123
+17,683
| +155% | +$2.25M | 0.03% | 395 |
|
|
2021
Q2 | $1.48M | Sell |
11,440
-621
| -5% | -$82.5K | 0.01% | 587 |
|
|
2021
Q1 | $1.53M | Buy |
12,061
+1,329
| +12% | +$157K | 0.02% | 540 |
|
|
2020
Q4 | $1.24M | Buy |
10,732
+663
| +7% | +$77.1K | 0.02% | 543 |
|
|
2020
Q3 | $1.17M | Sell |
10,069
-1,895
| -16% | -$211K | 0.02% | 460 |
|
|
2020
Q2 | $1.26M | Buy |
11,964
+770
| +7% | +$86.5K | 0.02% | 440 |
|
|
2020
Q1 | $1.23M | Sell |
11,194
-1,195
| -10% | -$128K | 0.03% | 385 |
|
|
2019
Q4 | $1.26M | Buy |
12,389
+7,484
| +153% | +$792K | 0.02% | 460 |
|
|
2019
Q3 | $540K | Buy |
4,905
+4
| +0.1% | +$446 | 0.02% | 392 |
|
|
2019
Q2 | $565K | Sell |
4,901
-2,252
| -31% | -$275K | 0.02% | 367 |
|
|
2019
Q1 | $833K | Buy |
7,153
+1,157
| +19% | +$121K | 0.03% | 290 |
|
|
2018
Q4 | $561K | Buy |
5,996
+575
| +11% | +$60K | 0.03% | 291 |
|
|
2018
Q3 | $556K | Sell |
5,421
-3,967
| -42% | -$433K | 0.02% | 296 |
|
|
2018
Q2 | $1.01M | Buy |
9,388
+634
| +7% | +$71.2K | 0.06% | 181 |
|
|
2018
Q1 | $1.05M | Buy |
8,754
+1,273
| +17% | +$159K | 0.06% | 167 |
|
|
2017
Q4 | $929K | Buy |
7,481
+261
| +4% | +$29K | 0.06% | 186 |
|
|
2017
Q3 | $864K | Buy |
7,220
+648
| +10% | +$74K | 0.07% | 123 |
|
|
2017
Q2 | $778K | Buy |
+6,572
| New | +$831K | 0.1% | 92 |
|
Other funds holding SJM
VCM
VPM
