Foster & Motley’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 | $2.77M | Buy |
28,772
+13,097
| +84% | +$1.37M | 0.14% | 148 |
|
|
2025
Q4 | $1.53M | Buy |
15,675
+8,430
| +116% | +$871K | 0.08% | 188 |
|
|
2025
Q3 | $787K | Buy |
7,245
+3,039
| +72% | +$330K | 0.04% | 246 |
|
|
2025
Q2 | $413K | Buy |
4,206
+684
| +19% | +$75.2K | 0.02% | 304 |
|
|
2025
Q1 | $417K | Sell |
3,522
-2,528
| -42% | -$273K | 0.03% | 295 |
|
|
2024
Q4 | $666K | Sell |
6,050
-9,779
| -62% | -$1.12M | 0.04% | 252 |
|
|
2024
Q3 | $1.92M | Sell |
15,829
-9,371
| -37% | -$1.1M | 0.12% | 154 |
|
|
2024
Q2 | $2.75M | Sell |
25,200
-3,613
| -13% | -$409K | 0.19% | 123 |
|
|
2024
Q1 | $3.63M | Sell |
28,813
-2,777
| -9% | -$352K | 0.25% | 109 |
|
|
2023
Q4 | $3.99M | Buy |
31,590
+1,748
| +6% | +$203K | 0.3% | 97 |
|
|
2023
Q3 | $3.67M | Buy |
29,842
+1,589
| +6% | +$226K | 0.3% | 94 |
|
|
2023
Q2 | $4.17M | Buy |
28,253
+1,203
| +4% | +$183K | 0.32% | 84 |
|
|
2023
Q1 | $4.26M | Buy |
27,050
+1,032
| +4% | +$157K | 0.35% | 77 |
|
|
2022
Q4 | $4.12M | Buy |
26,018
+379
| +1% | +$56.5K | 0.35% | 75 |
|
|
2022
Q3 | $3.52M | Buy |
25,639
+1,487
| +6% | +$203K | 0.33% | 75 |
|
|
2022
Q2 | $3.09M | Buy |
24,152
+8,162
| +51% | +$1.09M | 0.27% | 93 |
|
|
2022
Q1 | $2.17M | Buy |
15,990
+1,690
| +12% | +$230K | 0.17% | 133 |
|
|
2021
Q4 | $1.94M | Sell |
14,300
-1,265
| -8% | -$161K | 0.15% | 140 |
|
|
2021
Q3 | $1.87M | Buy |
15,565
+111
| +0.7% | +$14.1K | 0.16% | 137 |
|
|
2021
Q2 | $2M | Buy |
15,454
+1,486
| +11% | +$197K | 0.17% | 130 |
|
|
2021
Q1 | $1.77M | Buy |
13,968
+2,440
| +21% | +$288K | 0.15% | 132 |
|
|
2020
Q4 | $1.33M | Buy |
11,528
+378
| +3% | +$43.9K | 0.13% | 148 |
|
|
2020
Q3 | $1.29M | Sell |
11,150
-596
| -5% | -$66.4K | 0.15% | 133 |
|
|
2020
Q2 | $1.24M | Buy |
11,746
+499
| +4% | +$56.1K | 0.16% | 133 |
|
|
2020
Q1 | $1.25M | Sell |
11,247
-1,958
| -15% | -$209K | 0.19% | 124 |
|
|
2019
Q4 | $1.38M | Buy |
13,205
+244
| +2% | +$25.8K | 0.17% | 131 |
|
|
2019
Q3 | $1.43M | Sell |
12,961
-508
| -4% | -$56.6K | 0.19% | 119 |
|
|
2019
Q2 | $1.55M | Buy |
13,469
+3,560
| +36% | +$435K | 0.22% | 110 |
|
|
2019
Q1 | $1.15M | Sell |
9,909
-360
| -4% | -$37.6K | 0.17% | 124 |
|
|
2018
Q4 | $960K | Sell |
10,269
-2,696
| -21% | -$282K | 0.15% | 130 |
|
|
2018
Q3 | $1.33M | Sell |
12,965
-3,521
| -21% | -$385K | 0.2% | 104 |
|
|
2018
Q2 | $1.77M | Buy |
16,486
+5,526
| +50% | +$621K | 0.28% | 93 |
|
|
2018
Q1 | $1.36M | Buy |
10,960
+3,635
| +50% | +$454K | 0.22% | 103 |
|
|
2017
Q4 | $910K | Sell |
7,325
-717
| -9% | -$79.7K | 0.15% | 132 |
|
|
2017
Q3 | $844K | Sell |
8,042
-338
| -4% | -$38.6K | 0.15% | 123 |
|
|
2017
Q2 | $992K | Sell |
8,380
-613
| -7% | -$77.5K | 0.18% | 109 |
|
|
2017
Q1 | $1.18M | Sell |
8,993
-3,602
| -29% | -$490K | 0.21% | 97 |
|
|
2016
Q4 | $1.61M | Sell |
12,595
-106
| -0.8% | -$13.7K | 0.31% | 87 |
|
|
2016
Q3 | $1.72M | Buy |
+12,701
| New | +$1.86M | 0.33% | 88 |
|
Other funds holding SJM
VCM
VPM
