Columbia Asset 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
$294K Buy
2,995
+738
+33% +$72.5K 0.06% 139
2025
Q1
$267K Buy
2,257
+200
+10% +$23.7K 0.05% 147
2024
Q4
$227K Buy
+2,057
New +$227K 0.04% 161