Creative Financial Designs’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 | $30.2K | Sell |
313
-3
| -0.9% | -$314 | ﹤0.01% | 1068 |
|
|
2025
Q4 | $30.9K | Buy |
316
+91
| +40% | +$9.41K | ﹤0.01% | 1029 |
|
|
2025
Q3 | $24.4K | Sell |
225
-587
| -72% | -$63.8K | ﹤0.01% | 1093 |
|
|
2025
Q2 | $79.7K | Sell |
812
-15,174
| -95% | -$1.67M | 0.01% | 726 |
|
|
2025
Q1 | $1.89M | Buy |
15,986
+1,641
| +11% | +$177K | 0.15% | 118 |
|
|
2024
Q4 | $1.58M | Buy |
14,345
+642
| +5% | +$73.8K | 0.13% | 137 |
|
|
2024
Q3 | $1.66M | Buy |
13,703
+896
| +7% | +$106K | 0.14% | 134 |
|
|
2024
Q2 | $1.4M | Buy |
12,807
+6,343
| +98% | +$718K | 0.12% | 148 |
|
|
2024
Q1 | $814K | Sell |
6,464
-721
| -10% | -$91.3K | 0.08% | 192 |
|
|
2023
Q4 | $908K | Buy |
7,185
+19
| +0.3% | +$2.2K | 0.09% | 173 |
|
|
2023
Q3 | $881K | Buy |
7,166
+68
| +1% | +$9.66K | 0.1% | 160 |
|
|
2023
Q2 | $1.05M | Sell |
7,098
-463
| -6% | -$70.6K | 0.12% | 147 |
|
|
2023
Q1 | $1.19M | Buy |
7,561
+534
| +8% | +$81.1K | 0.16% | 128 |
|
|
2022
Q4 | $1.11M | Buy |
7,027
+108
| +2% | +$16.1K | 0.16% | 119 |
|
|
2022
Q3 | $951K | Buy |
6,919
+845
| +14% | +$115K | 0.16% | 124 |
|
|
2022
Q2 | $778K | Buy |
6,074
+892
| +17% | +$119K | 0.13% | 144 |
|
|
2022
Q1 | $702K | Buy |
5,182
+188
| +4% | +$25.6K | 0.11% | 159 |
|
|
2021
Q4 | $678K | Buy |
4,994
+401
| +9% | +$51.1K | 0.1% | 160 |
|
|
2021
Q3 | $551K | Buy |
4,593
+4,337
| +1,694% | +$551K | 0.09% | 169 |
|
|
2021
Q2 | $33K | Sell |
256
-48
| -16% | -$6.38K | 0.01% | 713 |
|
|
2021
Q1 | $38K | Buy |
304
+151
| +99% | +$17.8K | 0.01% | 627 |
|
|
2020
Q4 | $18K | Buy |
153
+2
| +1% | +$232 | ﹤0.01% | 747 |
|
|
2020
Q3 | $17K | Buy |
151
+1
| +0.7% | +$111 | ﹤0.01% | 695 |
|
|
2020
Q2 | $16K | Buy |
+150
| New | +$16.9K | ﹤0.01% | 652 |
|
|
2019
Q2 | – | Sell |
-309
| Closed | -$36K | – | 597 |
|
|
2019
Q1 | $36K | Buy |
309
+6
| +2% | +$627 | 0.02% | 245 |
|
|
2018
Q4 | $28K | Buy |
303
+2
| +0.7% | +$209 | 0.02% | 243 |
|
|
2018
Q3 | $31K | Buy |
301
+3
| +1% | +$328 | 0.02% | 278 |
|
|
2018
Q2 | $32K | Buy |
298
+2
| +0.7% | +$225 | 0.02% | 295 |
|
|
2018
Q1 | $37K | Buy |
296
+1
| +0.3% | +$125 | 0.02% | 255 |
|
|
2017
Q4 | $37K | Buy |
295
+2
| +0.7% | +$222 | 0.03% | 247 |
|
|
2017
Q3 | $31K | Buy |
293
+3
| +1% | +$343 | 0.02% | 282 |
|
|
2017
Q2 | $34K | Buy |
290
+1
| +0.3% | +$126 | 0.02% | 271 |
|
|
2017
Q1 | $38K | Sell |
289
-16
| -5% | -$2.17K | 0.03% | 257 |
|
|
2016
Q4 | $39K | Buy |
+305
| New | +$39.5K | 0.03% | 251 |
|
Other funds holding SJM
VCM
VPM
Creative Financial Designs's SJM Position: Q1 2026 in Review
Creative Financial Designs reduced its J.M. Smucker (SJM) stake by 0.95% in Q1 2026, selling an estimated $314 and leaving 313 shares worth $30.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.
Creative Financial Designs first reported a position in SJM in Q4 2016 and has held it in 34 quarters since. The position peaked at $1.89M in Q1 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.
- Creative Financial Designs held 313 shares of J.M. Smucker worth $30.2K as of Q1 2026.
- Creative Financial Designs sold 3 J.M. Smucker shares in Q1 2026, an estimated $314.
- J.M. Smucker made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1068 holding.
- Creative Financial Designs first reported a position in J.M. Smucker in Q4 2016 and has held it in 34 quarters since.
- Creative Financial Designs's J.M. Smucker position peaked at $1.89M in Q1 2025.
- 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.
Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.