E. Ohman J:or Asset Management’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 | – | Sell |
-3,572
| Closed | -$349K | – | 497 |
|
|
2025
Q4 | $349K | Sell |
3,572
-1,887
| -35% | -$195K | 0.01% | 460 |
|
|
2025
Q3 | $593K | Hold |
5,459
| – | – | 0.01% | 344 |
|
|
2025
Q2 | $536K | Hold |
5,459
| – | – | 0.01% | 359 |
|
|
2025
Q1 | $646K | Buy |
+5,459
| New | +$590K | 0.02% | 332 |
|
|
2024
Q1 | – | Sell |
-4,100
| Closed | -$518K | – | 429 |
|
|
2023
Q4 | $518K | Sell |
4,100
-1,100
| -21% | -$127K | 0.02% | 331 |
|
|
2023
Q3 | $639K | Hold |
5,200
| – | – | 0.02% | 314 |
|
|
2023
Q2 | $768K | Hold |
5,200
| – | – | 0.03% | 291 |
|
|
2023
Q1 | $818K | Hold |
5,200
| – | – | 0.03% | 274 |
|
|
2022
Q4 | $824K | Hold |
5,200
| – | – | 0.04% | 274 |
|
|
2022
Q3 | $715K | Hold |
5,200
| – | – | 0.03% | 274 |
|
|
2022
Q2 | $666K | Hold |
5,200
| – | – | 0.03% | 305 |
|
|
2022
Q1 | $704K | Hold |
5,200
| – | – | 0.02% | 335 |
|
|
2021
Q4 | $706K | Hold |
5,200
| – | – | 0.02% | 368 |
|
|
2021
Q3 | $624K | Buy |
5,200
+1,400
| +37% | +$178K | 0.02% | 369 |
|
|
2021
Q2 | $492K | Buy |
3,800
+2,000
| +111% | +$266K | 0.02% | 410 |
|
|
2021
Q1 | $228K | Buy |
+1,800
| New | +$212K | 0.01% | 425 |
|
|
2020
Q4 | – | Sell |
-2,900
| Closed | -$335K | – | 442 |
|
|
2020
Q3 | $335K | Hold |
2,900
| – | – | 0.02% | 341 |
|
|
2020
Q2 | $307K | Hold |
2,900
| – | – | 0.02% | 340 |
|
|
2020
Q1 | $322K | Buy |
+2,900
| New | +$310K | 0.02% | 279 |
|
|
2019
Q4 | – | Sell |
-4,900
| Closed | -$539K | – | 476 |
|
|
2019
Q3 | $539K | Hold |
4,900
| – | – | 0.03% | 233 |
|
|
2019
Q2 | $564K | Buy |
4,900
+100
| +2% | +$12.2K | 0.04% | 228 |
|
|
2019
Q1 | $559K | Hold |
4,800
| – | – | 0.04% | 227 |
|
|
2018
Q4 | $449K | Hold |
4,800
| – | – | 0.03% | 247 |
|
|
2018
Q3 | $493K | Hold |
4,800
| – | – | 0.03% | 258 |
|
|
2018
Q2 | $516K | Buy |
4,800
+1,600
| +50% | +$180K | 0.04% | 244 |
|
|
2018
Q1 | $397K | Sell |
3,200
-800
| -20% | -$99.9K | 0.03% | 298 |
|
|
2017
Q4 | $497K | Buy |
4,000
+600
| +18% | +$66.7K | 0.04% | 267 |
|
|
2017
Q3 | $357K | Hold |
3,400
| – | – | 0.03% | 312 |
|
|
2017
Q2 | $402K | Hold |
3,400
| – | – | 0.04% | 281 |
|
|
2017
Q1 | $446K | Buy |
3,400
+800
| +31% | +$109K | 0.05% | 264 |
|
|
2016
Q4 | $333K | Hold |
2,600
| – | – | 0.05% | 282 |
|
|
2016
Q3 | $352K | Buy |
2,600
+700
| +37% | +$103K | 0.05% | 256 |
|
|
2016
Q2 | $290K | Hold |
1,900
| – | – | 0.05% | 272 |
|
|
2016
Q1 | $247K | Hold |
1,900
| – | – | 0.04% | 288 |
|
|
2015
Q4 | $234K | Hold |
1,900
| – | – | 0.04% | 309 |
|
|
2015
Q3 | $217K | Hold |
1,900
| – | – | 0.06% | 308 |
|
|
2015
Q2 | $206K | Hold |
1,900
| – | – | 0.05% | 343 |
|
|
2015
Q1 | $220K | Hold |
1,900
| – | – | 0.05% | 349 |
|
|
2014
Q4 | $195K | Sell |
1,900
-1,000
| -34% | -$101K | 0.05% | 379 |
|
|
2014
Q3 | $287K | Hold |
2,900
| – | – | 0.07% | 266 |
|
|
2014
Q2 | $309K | Hold |
2,900
| – | – | 0.08% | 263 |
|
|
2014
Q1 | $282K | Hold |
2,900
| – | – | 0.07% | 283 |
|
|
2013
Q4 | $301K | Hold |
2,900
| – | – | 0.07% | 276 |
|
|
2013
Q3 | $305K | Hold |
2,900
| – | – | 0.08% | 272 |
|
|
2013
Q2 | $299K | Buy |
+2,900
| New | +$295K | 0.08% | 261 |
|
Other funds holding SJM
VCM
VPM