Creative Planning’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 | $3.45M | Buy |
35,800
+10,771
| +43% | +$1.13M | ﹤0.01% | 1467 |
|
|
2025
Q4 | $2.45M | Sell |
25,029
-3,646
| -13% | -$377K | ﹤0.01% | 1565 |
|
|
2025
Q3 | $3.11M | Buy |
28,675
+5,665
| +25% | +$615K | ﹤0.01% | 1191 |
|
|
2025
Q2 | $2.26M | Sell |
23,010
-1,423
| -6% | -$156K | ﹤0.01% | 1227 |
|
|
2025
Q1 | $2.89M | Sell |
24,433
-11,698
| -32% | -$1.26M | ﹤0.01% | 949 |
|
|
2024
Q4 | $3.98M | Sell |
36,131
-2,211
| -6% | -$254K | ﹤0.01% | 753 |
|
|
2024
Q3 | $4.64M | Sell |
38,342
-12,161
| -24% | -$1.43M | ﹤0.01% | 664 |
|
|
2024
Q2 | $5.51M | Sell |
50,503
-2,497
| -5% | -$283K | 0.01% | 579 |
|
|
2024
Q1 | $6.67M | Buy |
53,000
+8,017
| +18% | +$1.02M | 0.01% | 524 |
|
|
2023
Q4 | $5.68M | Sell |
44,983
-6,494
| -13% | -$752K | 0.01% | 532 |
|
|
2023
Q3 | $6.33M | Buy |
51,477
+21,717
| +73% | +$3.08M | 0.01% | 461 |
|
|
2023
Q2 | $4.39M | Buy |
29,760
+698
| +2% | +$106K | 0.01% | 556 |
|
|
2023
Q1 | $4.57M | Sell |
29,062
-330
| -1% | -$50.1K | 0.01% | 529 |
|
|
2022
Q4 | $4.66M | Buy |
29,392
+169
| +0.6% | +$25.2K | 0.01% | 508 |
|
|
2022
Q3 | $4.02M | Buy |
29,223
+2,638
| +10% | +$359K | 0.01% | 489 |
|
|
2022
Q2 | $3.4M | Buy |
26,585
+2,154
| +9% | +$287K | 0.01% | 551 |
|
|
2022
Q1 | $3.31M | Buy |
24,431
+14,414
| +144% | +$1.96M | 0.01% | 568 |
|
|
2021
Q4 | $1.36M | Sell |
10,017
-4,936
| -33% | -$629K | ﹤0.01% | 819 |
|
|
2021
Q3 | $1.79M | Buy |
14,953
+7,206
| +93% | +$916K | ﹤0.01% | 716 |
|
|
2021
Q2 | $1M | Sell |
7,747
-1,081
| -12% | -$144K | ﹤0.01% | 932 |
|
|
2021
Q1 | $1.12M | Buy |
8,828
+125
| +1% | +$14.8K | ﹤0.01% | 970 |
|
|
2020
Q4 | $1.01M | Buy |
8,703
+1,255
| +17% | +$146K | ﹤0.01% | 946 |
|
|
2020
Q3 | $860K | Buy |
7,448
+1,681
| +29% | +$187K | ﹤0.01% | 866 |
|
|
2020
Q2 | $610K | Sell |
5,767
-538
| -9% | -$60.5K | ﹤0.01% | 945 |
|
|
2020
Q1 | $700K | Sell |
6,305
-1,533
| -20% | -$164K | ﹤0.01% | 790 |
|
|
2019
Q4 | $816K | Sell |
7,838
-1,011
| -11% | -$107K | ﹤0.01% | 880 |
|
|
2019
Q3 | $974K | Sell |
8,849
-1,316
| -13% | -$147K | ﹤0.01% | 774 |
|
|
2019
Q2 | $1.17M | Sell |
10,165
-61
| -0.6% | -$7.45K | ﹤0.01% | 704 |
|
|
2019
Q1 | $1.19M | Sell |
10,226
-529
| -5% | -$55.3K | ﹤0.01% | 660 |
|
|
2018
Q4 | $1M | Buy |
10,755
+880
| +9% | +$91.9K | ﹤0.01% | 669 |
|
|
2018
Q3 | $1.01M | Sell |
9,875
-265
| -3% | -$28.9K | ﹤0.01% | 762 |
|
|
2018
Q2 | $1.09M | Sell |
10,140
-13
| -0.1% | -$1.46K | ﹤0.01% | 706 |
|
|
2018
Q1 | $1.26M | Buy |
10,153
+1,015
| +11% | +$127K | 0.01% | 615 |
|
|
2017
Q4 | $1.14M | Sell |
9,138
-476
| -5% | -$52.9K | ﹤0.01% | 667 |
|
|
2017
Q3 | $1.01M | Sell |
9,614
-326
| -3% | -$37.2K | ﹤0.01% | 714 |
|
|
2017
Q2 | $1.18M | Sell |
9,940
-1,028
| -9% | -$130K | 0.01% | 614 |
|
|
2017
Q1 | $1.44M | Buy |
10,968
+1,250
| +13% | +$170K | 0.01% | 538 |
|
|
2016
Q4 | $1.24M | Sell |
9,718
-1,759
| -15% | -$228K | 0.01% | 547 |
|
|
2016
Q3 | $1.56M | Sell |
11,477
-111
| -1% | -$16.3K | 0.01% | 450 |
|
|
2016
Q2 | $1.77M | Buy |
11,588
+1,144
| +11% | +$152K | 0.01% | 365 |
|
|
2016
Q1 | $1.36M | Sell |
10,444
-77
| -0.7% | -$9.71K | 0.01% | 411 |
|
|
2015
Q4 | $1.3M | Sell |
10,521
-235
| -2% | -$28K | 0.01% | 427 |
|
|
2015
Q3 | $1.23M | Buy |
10,756
+181
| +2% | +$20.2K | 0.01% | 425 |
|
|
2015
Q2 | $1.15M | Buy |
10,575
+1,568
| +17% | +$181K | 0.01% | 430 |
|
|
2015
Q1 | $1.04M | Sell |
9,007
-53
| -0.6% | -$5.81K | 0.01% | 443 |
|
|
2014
Q4 | $915K | Buy |
9,060
+1,082
| +14% | +$110K | 0.01% | 480 |
|
|
2014
Q3 | $790K | Buy |
7,978
+2,138
| +37% | +$219K | 0.01% | 487 |
|
|
2014
Q2 | $622K | Buy |
5,840
+118
| +2% | +$11.8K | 0.01% | 556 |
|
|
2014
Q1 | $556K | Sell |
5,722
-244
| -4% | -$23.7K | 0.01% | 576 |
|
|
2013
Q4 | $618K | Buy |
5,966
+1,800
| +43% | +$191K | 0.01% | 457 |
|
|
2013
Q3 | $438K | Buy |
4,166
+492
| +13% | +$53.3K | 0.01% | 482 |
|
|
2013
Q2 | $379K | Buy |
+3,674
| New | +$374K | 0.01% | 482 |
|
Other funds holding SJM
VCM
VPM
