Dimensional Fund Advisors’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226M | Buy |
2,301,771
+44,644
| +2% | +$4.38M | 0.05% | 437 |
|
|
2025
Q1 | $267M | Buy |
2,257,127
+248,110
| +12% | +$29.4M | 0.07% | 323 |
|
|
2024
Q4 | $221M | Buy |
2,009,017
+33,758
| +2% | +$3.72M | 0.05% | 426 |
|
|
2024
Q3 | $239M | Buy |
1,975,259
+192,076
| +11% | +$23.3M | 0.06% | 391 |
|
|
2024
Q2 | $194M | Buy |
1,783,183
+135,158
| +8% | +$14.7M | 0.05% | 463 |
|
|
2024
Q1 | $207M | Sell |
1,648,025
-40,905
| -2% | -$5.15M | 0.06% | 426 |
|
|
2023
Q4 | $213M | Buy |
1,688,930
+202,092
| +14% | +$25.5M | 0.06% | 361 |
|
|
2023
Q3 | $183M | Sell |
1,486,838
-80,904
| -5% | -$9.94M | 0.06% | 372 |
|
|
2023
Q2 | $231M | Buy |
1,567,742
+6,015
| +0.4% | +$888K | 0.07% | 274 |
|
|
2023
Q1 | $246M | Buy |
1,561,727
+1,222
| +0.1% | +$192K | 0.08% | 236 |
|
|
2022
Q4 | $247K | Buy |
1,560,505
+1,442
| +0.1% | +$228 | 0.07% | 239 |
|
|
2022
Q3 | $214M | Sell |
1,559,063
-27,700
| -2% | -$3.81M | 0.08% | 241 |
|
|
2022
Q2 | $203M | Sell |
1,586,763
-22,454
| -1% | -$2.87M | 0.07% | 298 |
|
|
2022
Q1 | $218M | Sell |
1,609,217
-96,308
| -6% | -$13M | 0.07% | 326 |
|
|
2021
Q4 | $232M | Sell |
1,705,525
-194,009
| -10% | -$26.3M | 0.07% | 296 |
|
|
2021
Q3 | $228M | Buy |
1,899,534
+78,897
| +4% | +$9.47M | 0.07% | 277 |
|
|
2021
Q2 | $236M | Buy |
1,820,637
+13,854
| +0.8% | +$1.8M | 0.07% | 275 |
|
|
2021
Q1 | $229M | Buy |
1,806,783
+23,722
| +1% | +$3M | 0.08% | 276 |
|
|
2020
Q4 | $206M | Buy |
1,783,061
+42,243
| +2% | +$4.88M | 0.07% | 274 |
|
|
2020
Q3 | $201M | Buy |
1,740,818
+48,786
| +3% | +$5.63M | 0.09% | 201 |
|
|
2020
Q2 | $179M | Sell |
1,692,032
-76,581
| -4% | -$8.1M | 0.08% | 220 |
|
|
2020
Q1 | $196M | Sell |
1,768,613
-17,458
| -1% | -$1.94M | 0.1% | 144 |
|
|
2019
Q4 | $186M | Sell |
1,786,071
-17,968
| -1% | -$1.87M | 0.07% | 309 |
|
|
2019
Q3 | $198M | Sell |
1,804,039
-22,016
| -1% | -$2.42M | 0.08% | 229 |
|
|
2019
Q2 | $210M | Sell |
1,826,055
-5,103
| -0.3% | -$588K | 0.08% | 198 |
|
|
2019
Q1 | $213M | Buy |
1,831,158
+38,734
| +2% | +$4.51M | 0.09% | 191 |
|
|
2018
Q4 | $168M | Buy |
1,792,424
+13,573
| +0.8% | +$1.27M | 0.08% | 235 |
|
|
2018
Q3 | $183M | Buy |
1,778,851
+14,884
| +0.8% | +$1.53M | 0.07% | 274 |
|
|
2018
Q2 | $190M | Sell |
1,763,967
-1,036
| -0.1% | -$111K | 0.08% | 236 |
|
|
2018
Q1 | $219M | Buy |
1,765,003
+6,048
| +0.3% | +$750K | 0.09% | 193 |
|
|
2017
Q4 | $219M | Buy |
1,758,955
+25,361
| +1% | +$3.15M | 0.09% | 194 |
|
|
2017
Q3 | $182M | Buy |
1,733,594
+27,182
| +2% | +$2.85M | 0.08% | 245 |
|
|
2017
Q2 | $202M | Buy |
1,706,412
+39,972
| +2% | +$4.73M | 0.09% | 192 |
|
|
2017
Q1 | $218M | Buy |
1,666,440
+115,604
| +7% | +$15.2M | 0.1% | 158 |
|
|
2016
Q4 | $199M | Buy |
1,550,836
+54,290
| +4% | +$6.95M | 0.1% | 173 |
|
|
2016
Q3 | $203M | Sell |
1,496,546
-44,979
| -3% | -$6.1M | 0.11% | 149 |
|
|
2016
Q2 | $235M | Buy |
1,541,525
+132,833
| +9% | +$20.2M | 0.14% | 107 |
|
|
2016
Q1 | $183M | Buy |
1,408,692
+155,541
| +12% | +$20.2M | 0.11% | 149 |
|
|
2015
Q4 | $155M | Buy |
1,253,151
+72,469
| +6% | +$8.94M | 0.1% | 179 |
|
|
2015
Q3 | $135M | Sell |
1,180,682
-21,804
| -2% | -$2.49M | 0.09% | 214 |
|
|
2015
Q2 | $130M | Buy |
1,202,486
+52,563
| +5% | +$5.7M | 0.08% | 255 |
|
|
2015
Q1 | $133M | Buy |
1,149,923
+1,931
| +0.2% | +$223K | 0.08% | 241 |
|
|
2014
Q4 | $116M | Buy |
1,147,992
+20,737
| +2% | +$2.09M | 0.08% | 266 |
|
|
2014
Q3 | $112M | Sell |
1,127,255
-2,948
| -0.3% | -$292K | 0.08% | 261 |
|
|
2014
Q2 | $120M | Buy |
1,130,203
+18,163
| +2% | +$1.94M | 0.08% | 240 |
|
|
2014
Q1 | $108M | Buy |
1,112,040
+11,028
| +1% | +$1.07M | 0.08% | 243 |
|
|
2013
Q4 | $114M | Sell |
1,101,012
-2,188
| -0.2% | -$227K | 0.09% | 207 |
|
|
2013
Q3 | $116M | Buy |
1,103,200
+8,517
| +0.8% | +$895K | 0.1% | 187 |
|
|
2013
Q2 | $113M | Buy |
+1,094,683
| New | +$113M | 0.11% | 171 |
|