Forum Financial 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	-3,678	Closed	-$360K	–	879
2025 Q4	$360K	Buy	3,678 +458	+14%	+$47.3K	﹤0.01%	651
2025 Q3	$350K	Sell	3,220 -535	-14%	-$58.1K	﹤0.01%	655
2025 Q2	$369K	Buy	3,755 +642	+21%	+$70.6K	0.01%	547
2025 Q1	$369K	Buy	3,113 +116	+4%	+$12.5K	0.01%	485
2024 Q4	$330K	Buy	2,997 +928	+45%	+$107K	0.01%	561
2024 Q3	$251K	Buy	2,069 +6	+0.3%	+$707	﹤0.01%	610
2024 Q2	$225K	Hold	2,063	–	–	﹤0.01%	613
2024 Q1	$260K	Buy	2,063 +1	+0%	+$127	﹤0.01%	566
2023 Q4	$261K	Sell	2,062 -864	-30%	-$100K	﹤0.01%	523
2023 Q3	$360K	Hold	2,926	–	–	0.01%	365
2023 Q2	$432K	Buy	2,926 +1	+0%	+$153	0.01%	321
2023 Q1	$460K	Sell	2,925 -25	-0.8%	-$3.8K	0.01%	283
2022 Q4	$467K	Buy	2,950 +307	+12%	+$45.7K	0.02%	266
2022 Q3	$363K	Hold	2,643	–	–	0.02%	294
2022 Q2	$338K	Buy	2,643 +1	+0%	+$133	0.02%	320
2022 Q1	$357K	Hold	2,642	–	–	0.02%	319
2021 Q4	$359K	Buy	+2,642	New	+$337K	0.02%	337