Carson Wealth (CWM LLC)’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 | $19.4M | Sell |
201,307
-11,192
| -5% | -$1.17M | 0.05% | 340 |
|
|
2025
Q4 | $20.8M | Sell |
212,499
-46,242
| -18% | -$4.78M | 0.06% | 302 |
|
|
2025
Q3 | $28.1M | Buy |
258,741
+17,169
| +7% | +$1.86M | 0.08% | 201 |
|
|
2025
Q2 | $23.7M | Buy |
241,572
+36,958
| +18% | +$4.06M | 0.08% | 209 |
|
|
2025
Q1 | $24.2M | Buy |
204,614
+3,787
| +2% | +$409K | 0.1% | 196 |
|
|
2024
Q4 | $22.1M | Buy |
200,827
+2,197
| +1% | +$253K | 0.09% | 192 |
|
|
2024
Q3 | $24.1M | Buy |
198,630
+28
| +0% | +$3.3K | 0.1% | 185 |
|
|
2024
Q2 | $21.7M | Sell |
198,602
-598
| -0.3% | -$67.7K | 0.1% | 190 |
|
|
2024
Q1 | $25.1M | Sell |
199,200
-2,407
| -1% | -$305K | 0.12% | 166 |
|
|
2023
Q4 | $25.5M | Sell |
201,607
-4,027
| -2% | -$467K | 0.14% | 150 |
|
|
2023
Q3 | $25.3M | Sell |
205,634
-3,564
| -2% | -$506K | 0.16% | 131 |
|
|
2023
Q2 | $30.9M | Sell |
209,198
-19,812
| -9% | -$3.02M | 0.19% | 102 |
|
|
2023
Q1 | $36M | Sell |
229,010
-4,551
| -2% | -$691K | 0.24% | 80 |
|
|
2022
Q4 | $37M | Buy |
233,561
+2,948
| +1% | +$439K | 0.27% | 74 |
|
|
2022
Q3 | $31.7M | Buy |
230,613
+5,926
| +3% | +$807K | 0.25% | 76 |
|
|
2022
Q2 | $28.8M | Buy |
224,687
+13,135
| +6% | +$1.75M | 0.22% | 92 |
|
|
2022
Q1 | $28.6M | Buy |
211,552
+210,219
| +15,770% | +$28.7M | 0.2% | 94 |
|
|
2021
Q4 | $181K | Buy |
+1,333
| New | +$170K | ﹤0.01% | 1065 |
|
|
2021
Q2 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 957 |
|
|
2021
Q1 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 957 |
|
|
2020
Q4 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 957 |
|
|
2020
Q3 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 957 |
|
|
2020
Q2 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 957 |
|
|
2020
Q1 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 957 |
|
|
2019
Q4 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 957 |
|
|
2019
Q3 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 957 |
|
|
2019
Q2 | $171K | Hold |
1,322
| – | – | ﹤0.01% | 957 |
|
|
2019
Q1 | $171K | Sell |
1,322
-260
| -16% | -$27.2K | ﹤0.01% | 957 |
|
|
2018
Q4 | $148K | Sell |
1,582
-181
| -10% | -$18.9K | ﹤0.01% | 657 |
|
|
2018
Q3 | $181K | Buy |
1,763
+1,369
| +347% | +$150K | ﹤0.01% | 533 |
|
|
2018
Q2 | $42K | Buy |
394
+18
| +5% | +$2.02K | ﹤0.01% | 672 |
|
|
2018
Q1 | $47K | Sell |
376
-36
| -9% | -$4.5K | ﹤0.01% | 567 |
|
|
2017
Q4 | $51K | Buy |
412
+21
| +5% | +$2.33K | ﹤0.01% | 528 |
|
|
2017
Q3 | $41K | Sell |
391
-21
| -5% | -$2.4K | ﹤0.01% | 555 |
|
|
2017
Q2 | $49K | Buy |
412
+21
| +5% | +$2.65K | ﹤0.01% | 484 |
|
|
2017
Q1 | $51K | Buy |
391
+51
| +15% | +$6.93K | ﹤0.01% | 458 |
|
|
2016
Q4 | $44K | Sell |
340
-18
| -5% | -$2.33K | ﹤0.01% | 465 |
|
|
2016
Q3 | $49K | Buy |
358
+299
| +507% | +$43.9K | ﹤0.01% | 424 |
|
|
2016
Q2 | $9K | Hold |
59
| – | – | ﹤0.01% | 565 |
|
|
2016
Q1 | $8K | Buy |
59
+23
| +64% | +$2.9K | ﹤0.01% | 555 |
|
|
2015
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 556 |
|
|
2015
Q3 | $4K | Buy |
+36
| New | +$4.01K | ﹤0.01% | 531 |
|
|
2014
Q1 | – | Sell |
-60
| Closed | -$6K | – | 432 |
|
|
2013
Q4 | $6K | Buy |
60
+18
| +43% | +$1.91K | ﹤0.01% | 498 |
|
|
2013
Q3 | $4K | Buy |
+42
| New | +$4.55K | ﹤0.01% | 402 |
|
Other funds holding SJM
VCM
VPM
