Global Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $305K | Buy |
3,116
+2,010
| +182% | +$208K | 0.01% | 1232 |
|
|
2025
Q3 | $120K | Sell |
1,106
-86
| -7% | -$9.34K | ﹤0.01% | 1438 |
|
|
2025
Q2 | $117K | Buy |
+1,192
| New | +$131K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $66.8K | Buy |
607
+2
| +0.3% | +$230 | ﹤0.01% | 1477 |
|
|
2024
Q3 | $73.3K | Buy |
605
+7
| +1% | +$825 | ﹤0.01% | 1378 |
|
|
2024
Q2 | $65.2K | Buy |
598
+9
| +2% | +$1.02K | ﹤0.01% | 1400 |
|
|
2024
Q1 | $74.2K | Sell |
589
-6
| -1% | -$760 | ﹤0.01% | 1216 |
|
|
2023
Q4 | $76.2K | Buy |
595
+33
| +6% | +$3.82K | ﹤0.01% | 1176 |
|
|
2023
Q3 | $67.6K | Sell |
562
-145
| -21% | -$20.6K | ﹤0.01% | 1116 |
|
|
2023
Q2 | $104K | Buy |
707
+61
| +9% | +$9.3K | 0.01% | 932 |
|
|
2023
Q1 | $101K | Buy |
646
+310
| +92% | +$47.1K | 0.01% | 908 |
|
|
2022
Q4 | $53.2K | Buy |
336
+2
| +0.6% | +$298 | ﹤0.01% | 1064 |
|
|
2022
Q3 | $50K | Buy |
334
+7
| +2% | +$954 | ﹤0.01% | 1013 |
|
|
2022
Q2 | $42K | Sell |
327
-6
| -2% | -$800 | ﹤0.01% | 1056 |
|
|
2022
Q1 | $42K | Buy |
+333
| New | +$45.4K | ﹤0.01% | 1065 |
|
|
2021
Q4 | – | Sell |
-307
| Closed | -$37K | – | 1532 |
|
|
2021
Q3 | $37K | Buy |
307
+1
| +0.3% | +$127 | ﹤0.01% | 957 |
|
|
2021
Q2 | $40K | Buy |
306
+3
| +1% | +$398 | ﹤0.01% | 952 |
|
|
2021
Q1 | $38K | Buy |
303
+2
| +0.7% | +$236 | ﹤0.01% | 890 |
|
|
2020
Q4 | $35K | Buy |
301
+2
| +0.7% | +$232 | ﹤0.01% | 848 |
|
|
2020
Q3 | $34K | Buy |
299
+106
| +55% | +$11.8K | 0.01% | 746 |
|
|
2020
Q2 | $20K | Hold |
193
| – | – | ﹤0.01% | 905 |
|
|
2020
Q1 | $21K | Sell |
193
-63
| -25% | -$6.73K | ﹤0.01% | 798 |
|
|
2019
Q4 | $27K | Buy |
256
+1
| +0.4% | +$106 | ﹤0.01% | 841 |
|
|
2019
Q3 | $28K | Buy |
255
+119
| +88% | +$13.3K | ﹤0.01% | 786 |
|
|
2019
Q2 | $16K | Buy |
136
+63
| +86% | +$7.69K | ﹤0.01% | 991 |
|
|
2019
Q1 | $9K | Buy |
73
+40
| +121% | +$4.18K | ﹤0.01% | 1091 |
|
|
2018
Q4 | $3K | Buy |
+33
| New | +$3.45K | ﹤0.01% | 1288 |
|
|
2018
Q2 | – | Sell |
-37
| Closed | -$5K | – | 1571 |
|
|
2018
Q1 | $5K | Hold |
37
| – | – | ﹤0.01% | 1162 |
|
|
2017
Q4 | $5K | Sell |
37
-120
| -76% | -$13.3K | ﹤0.01% | 1122 |
|
|
2017
Q3 | $16K | Buy |
157
+37
| +31% | +$4.23K | 0.01% | 709 |
|
|
2017
Q2 | $14K | Hold |
120
| – | – | 0.01% | 696 |
|
|
2017
Q1 | $16K | Hold |
120
| – | – | 0.01% | 615 |
|
|
2016
Q4 | $15K | Buy |
+120
| New | +$15.6K | 0.01% | 594 |
|
Other funds holding SJM
Global Retirement Partners's SJM Position: Q4 2025 in Review
Global Retirement Partners increased its J.M. Smucker (SJM) stake by 182% in Q4 2025, buying an estimated $208K and bringing the position to 3,116 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #1232.
Global Retirement Partners first reported a position in SJM in Q4 2016 and has held it in 33 quarters since. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.
- Global Retirement Partners held 3,116 shares of J.M. Smucker worth $305K as of Q4 2025.
- Global Retirement Partners bought 2,010 J.M. Smucker shares in Q4 2025, an estimated $208K.
- J.M. Smucker made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1232 holding.
- Global Retirement Partners first reported a position in J.M. Smucker in Q4 2016 and has held it in 33 quarters since.
- 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.