Exeter Financial’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
Q2 | $456K | Sell |
4,053
-332
| -8% | -$33.8K | 0.17% | 79 |
|
|
2026
Q1 | $423K | Sell |
4,385
-214
| -5% | -$22.4K | 0.17% | 81 |
|
|
2025
Q4 | $450K | Sell |
4,599
-2,899
| -39% | -$300K | 0.19% | 76 |
|
|
2025
Q3 | $814K | Sell |
7,498
-41
| -0.5% | -$4.45K | 0.35% | 65 |
|
|
2025
Q2 | $740K | Sell |
7,539
-1,416
| -16% | -$156K | 0.33% | 67 |
|
|
2025
Q1 | $1.06M | Buy |
8,955
+2,775
| +45% | +$300K | 0.48% | 61 |
|
|
2024
Q4 | $680K | Sell |
6,180
-1,841
| -23% | -$212K | 0.31% | 66 |
|
|
2024
Q3 | $971K | Sell |
8,021
-1,387
| -15% | -$163K | 0.43% | 62 |
|
|
2024
Q2 | $1.03M | Sell |
9,408
-207
| -2% | -$23.4K | 0.49% | 60 |
|
|
2024
Q1 | $1.14M | Buy |
9,615
+2,841
| +42% | +$360K | 0.53% | 57 |
|
|
2023
Q4 | $889K | Sell |
6,774
-1,900
| -22% | -$220K | 0.43% | 62 |
|
|
2023
Q3 | $1.07M | Buy |
8,674
+482
| +6% | +$68.5K | 0.56% | 54 |
|
|
2023
Q2 | $1.21M | Buy |
8,192
+51
| +0.6% | +$7.78K | 0.62% | 53 |
|
|
2023
Q1 | $1.27M | Sell |
8,141
-240
| -3% | -$36.5K | 0.64% | 55 |
|
|
2022
Q4 | $1.33M | Buy |
8,381
+34
| +0.4% | +$5.07K | 0.69% | 53 |
|
|
2022
Q3 | $1.15M | Buy |
8,347
+133
| +2% | +$18.1K | 0.67% | 54 |
|
|
2022
Q2 | $1.05M | Buy |
8,214
+122
| +2% | +$16.3K | 0.59% | 57 |
|
|
2022
Q1 | $1.1M | Buy |
8,092
+165
| +2% | +$22.5K | 0.59% | 55 |
|
|
2021
Q4 | $1.14M | Buy |
7,927
+258
| +3% | +$32.9K | 0.62% | 54 |
|
|
2021
Q3 | $920K | Buy |
7,669
+108
| +1% | +$13.7K | 0.55% | 57 |
|
|
2021
Q2 | $981K | Buy |
7,561
+661
| +10% | +$87.8K | 0.57% | 60 |
|
|
2021
Q1 | $873K | Buy |
6,900
+442
| +7% | +$52.2K | 0.55% | 58 |
|
|
2020
Q4 | $747K | Buy |
6,458
+350
| +6% | +$40.7K | 0.52% | 58 |
|
|
2020
Q3 | $706K | Buy |
6,108
+49
| +0.8% | +$5.46K | 0.55% | 54 |
|
|
2020
Q2 | $641K | Buy |
6,059
+6
| +0.1% | +$674 | 0.53% | 53 |
|
|
2020
Q1 | $672K | Sell |
6,053
-970
| -14% | -$104K | 0.63% | 51 |
|
|
2019
Q4 | $731K | Sell |
7,023
-456
| -6% | -$48.3K | 0.57% | 54 |
|
|
2019
Q3 | $823K | Sell |
7,479
-211
| -3% | -$23.5K | 0.65% | 53 |
|
|
2019
Q2 | $886K | Buy |
7,690
+38
| +0.5% | +$4.64K | 0.74% | 52 |
|
|
2019
Q1 | $891K | Buy |
7,652
+482
| +7% | +$50.4K | 0.77% | 50 |
|
|
2018
Q4 | $670K | Buy |
+7,170
| New | +$749K | 0.63% | 53 |
|
Other funds holding SJM
Exeter Financial's SJM Position: Q2 2026 in Review
Exeter Financial reduced its J.M. Smucker (SJM) stake by 7.6% in Q2 2026, selling an estimated $33.8K and leaving 4,053 shares worth $456K. The position accounts for 0.17% of the portfolio, ranked #79.
Exeter Financial first reported a position in SJM in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.33M in Q4 2022. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Exeter Financial held 4,053 shares of J.M. Smucker worth $456K as of Q2 2026.
- Exeter Financial sold 332 J.M. Smucker shares in Q2 2026, an estimated $33.8K.
- J.M. Smucker made up 0.17% of Exeter Financial's portfolio in Q2 2026, its #79 holding.
- Exeter Financial first reported a position in J.M. Smucker in Q4 2018 and has held it in 31 quarters since.
- Exeter Financial's J.M. Smucker position peaked at $1.33M in Q4 2022.
- 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Exeter Financial's 13F filing for Q2 2026, filed 16 Jul 2026.