EDMP Inc’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 | $957K | Buy |
9,923
+97
| +1% | +$10.2K | 0.77% | 41 |
|
|
2025
Q4 | $961K | Hold |
9,826
| – | – | 0.79% | 44 |
|
|
2025
Q3 | $1.07M | Sell |
9,826
-2,043
| -17% | -$222K | 0.85% | 42 |
|
|
2025
Q2 | $1.17M | Sell |
11,869
-229
| -2% | -$25.2K | 0.99% | 39 |
|
|
2025
Q1 | $1.43M | Buy |
12,098
+1,395
| +13% | +$151K | 1.2% | 37 |
|
|
2024
Q4 | $1.18M | Buy |
10,703
+145
| +1% | +$16.7K | 1.12% | 36 |
|
|
2024
Q3 | $1.28M | Buy |
10,558
+217
| +2% | +$25.6K | 1.05% | 40 |
|
|
2024
Q2 | $1.13M | Sell |
10,341
-150
| -1% | -$17K | 1.02% | 36 |
|
|
2024
Q1 | $1.32M | Buy |
10,491
+75
| +0.7% | +$9.5K | 1.1% | 31 |
|
|
2023
Q4 | $1.32M | Buy |
10,416
+342
| +3% | +$39.6K | 1.2% | 30 |
|
|
2023
Q3 | $1.24M | Sell |
10,074
-589
| -6% | -$83.7K | 1.26% | 33 |
|
|
2023
Q2 | $1.57M | Buy |
10,663
+107
| +1% | +$16.3K | 1.5% | 25 |
|
|
2023
Q1 | $1.66M | Sell |
10,556
-355
| -3% | -$53.9K | 1.66% | 24 |
|
|
2022
Q4 | $1.73M | Sell |
10,911
-230
| -2% | -$34.3K | 1.7% | 23 |
|
|
2022
Q3 | $1.53M | Sell |
11,141
-34
| -0.3% | -$4.63K | 1.63% | 25 |
|
|
2022
Q2 | $1.43M | Hold |
11,175
| – | – | 1.4% | 30 |
|
|
2022
Q1 | $1.51M | Sell |
11,175
-55
| -0.5% | -$7.5K | 1.42% | 30 |
|
|
2021
Q4 | $1.52M | Sell |
11,230
-347
| -3% | -$44.3K | 1.52% | 28 |
|
|
2021
Q3 | $1.39M | Sell |
11,577
-40
| -0.3% | -$5.08K | 1.47% | 31 |
|
|
2021
Q2 | $1.5M | Hold |
11,617
| – | – | 1.58% | 30 |
|
|
2021
Q1 | $1.47M | Sell |
11,617
-495
| -4% | -$58.4K | 1.56% | 31 |
|
|
2020
Q4 | $1.4M | Sell |
12,112
-385
| -3% | -$44.8K | 1.91% | 24 |
|
|
2020
Q3 | $1.44M | Sell |
12,497
-90
| -0.7% | -$10K | 2.12% | 23 |
|
|
2020
Q2 | $1.33M | Buy |
12,587
+152
| +1% | +$17.1K | 2.07% | 22 |
|
|
2020
Q1 | $1.38M | Buy |
12,435
+1,441
| +13% | +$154K | 1.22% | 30 |
|
|
2019
Q4 | $1.15M | Buy |
10,994
+1,897
| +21% | +$201K | 0.98% | 33 |
|
|
2019
Q3 | $976K | Buy |
9,097
+34
| +0.4% | +$3.79K | 0.87% | 34 |
|
|
2019
Q2 | $1.04M | Sell |
9,063
-555
| -6% | -$67.8K | 0.96% | 33 |
|
|
2019
Q1 | $1.12M | Buy |
9,618
+500
| +5% | +$52.3K | 1.09% | 29 |
|
|
2018
Q4 | $852K | Buy |
9,118
+208
| +2% | +$21.7K | 0.96% | 33 |
|
|
2018
Q3 | $914K | Buy |
+8,910
| New | +$973K | 0.86% | 36 |
|
Other funds holding SJM
VCM
VPM
