Edgestream Partners’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 | $5.37M | Buy |
55,702
+37,773
| +211% | +$3.96M | 0.18% | 213 |
|
|
2025
Q4 | $1.75M | Sell |
17,929
-2,305
| -11% | -$238K | 0.05% | 567 |
|
|
2025
Q3 | $2.2M | Buy |
+20,234
| New | +$2.2M | 0.06% | 505 |
|
|
2025
Q2 | – | Sell |
-10,455
| Closed | -$1.24M | – | 1044 |
|
|
2025
Q1 | $1.24M | Sell |
10,455
-26,837
| -72% | -$2.9M | 0.04% | 574 |
|
|
2024
Q4 | $4.11M | Buy |
37,292
+24,911
| +201% | +$2.87M | 0.17% | 210 |
|
|
2024
Q3 | $1.5M | Sell |
12,381
-15,663
| -56% | -$1.85M | 0.07% | 483 |
|
|
2024
Q2 | $3.06M | Buy |
28,044
+11,862
| +73% | +$1.34M | 0.15% | 232 |
|
|
2024
Q1 | $2.04M | Buy |
16,182
+13,131
| +430% | +$1.66M | 0.1% | 333 |
|
|
2023
Q4 | $386K | Buy |
+3,051
| New | +$354K | 0.03% | 664 |
|
|
2023
Q3 | – | Sell |
-7,392
| Closed | -$1.09M | – | 957 |
|
|
2023
Q2 | $1.09M | Buy |
+7,392
| New | +$1.13M | 0.1% | 343 |
|
|
2023
Q1 | – | Sell |
-3,354
| Closed | -$531K | – | 637 |
|
|
2022
Q4 | $531K | Buy |
+3,354
| New | +$500K | 0.06% | 354 |
|
|
2022
Q3 | – | Sell |
-12,265
| Closed | -$1.57M | – | 595 |
|
|
2022
Q2 | $1.57M | Buy |
12,265
+3,873
| +46% | +$517K | 0.12% | 249 |
|
|
2022
Q1 | $1.14M | Buy |
+8,392
| New | +$1.14M | 0.09% | 309 |
|
|
2020
Q1 | – | Sell |
-7,854
| Closed | -$818K | – | 369 |
|
|
2019
Q4 | $818K | Buy |
+7,854
| New | +$831K | 0.04% | 248 |
|
|
2019
Q1 | – | Sell |
-9,797
| Closed | -$916K | – | 287 |
|
|
2018
Q4 | $916K | Buy |
+9,797
| New | +$1.02M | 0.16% | 142 |
|
Other funds holding SJM
VCM
VPM
