Gradient Investments’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 | $15.2M | Buy |
134,741
+4,092
| +3% | +$417K | 0.21% | 136 |
|
|
2026
Q1 | $12.6M | Buy |
130,649
+2,458
| +2% | +$257K | 0.2% | 144 |
|
|
2025
Q4 | $12.5M | Buy |
128,191
+127
| +0.1% | +$13.1K | 0.2% | 150 |
|
|
2025
Q3 | $13.9M | Buy |
+128,064
| New | +$13.9M | 0.23% | 125 |
|
|
2024
Q2 | – | Sell |
-15
| Closed | -$1.89K | – | 1492 |
|
|
2024
Q1 | $1.89K | Buy |
15
+11
| +275% | +$1.39K | ﹤0.01% | 839 |
|
|
2023
Q4 | $506 | Hold |
4
| – | – | ﹤0.01% | 1591 |
|
|
2023
Q3 | $492 | Sell |
4
-4
| -50% | -$568 | ﹤0.01% | 1558 |
|
|
2023
Q2 | $1.18K | Hold |
8
| – | – | ﹤0.01% | 1308 |
|
|
2023
Q1 | $1.26K | Sell |
8
-86
| -91% | -$13.1K | ﹤0.01% | 1170 |
|
|
2022
Q4 | $14.9K | Sell |
94
-22
| -19% | -$3.28K | ﹤0.01% | 740 |
|
|
2022
Q3 | $16K | Hold |
116
| – | – | ﹤0.01% | 707 |
|
|
2022
Q2 | $15K | Buy |
116
+86
| +287% | +$11.5K | ﹤0.01% | 701 |
|
|
2022
Q1 | $4K | Hold |
30
| – | – | ﹤0.01% | 939 |
|
|
2021
Q4 | $4K | Sell |
30
-2
| -6% | -$255 | ﹤0.01% | 975 |
|
|
2021
Q3 | $4K | Hold |
32
| – | – | ﹤0.01% | 921 |
|
|
2021
Q2 | $4K | Buy |
32
+27
| +540% | +$3.59K | ﹤0.01% | 919 |
|
|
2021
Q1 | $1K | Hold |
5
| – | – | ﹤0.01% | 1106 |
|
|
2020
Q4 | $1K | Hold |
5
| – | – | ﹤0.01% | 1083 |
|
|
2020
Q3 | $1K | Hold |
5
| – | – | ﹤0.01% | 1088 |
|
|
2020
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 1002 |
|
|
2020
Q1 | $1K | Sell |
5
-4
| -44% | -$428 | ﹤0.01% | 1035 |
|
|
2019
Q4 | $1K | Sell |
9
-2
| -18% | -$212 | ﹤0.01% | 1049 |
|
|
2019
Q3 | $1K | Sell |
11
-65
| -86% | -$7.25K | ﹤0.01% | 1041 |
|
|
2019
Q2 | $9K | Buy |
76
+70
| +1,167% | +$8.55K | ﹤0.01% | 683 |
|
|
2019
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 819 |
|
|
2018
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 894 |
|
|
2018
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 933 |
|
|
2018
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 926 |
|
|
2018
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 939 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$667 | ﹤0.01% | 948 |
|
|
2017
Q3 | – | Sell |
-6
| Closed | -$1K | – | 631 |
|
|
2017
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 755 |
|
|
2017
Q1 | $1K | Buy |
6
+2
| +50% | +$272 | ﹤0.01% | 731 |
|
|
2016
Q4 | $1K | Sell |
4
-22
| -85% | -$2.85K | ﹤0.01% | 694 |
|
|
2016
Q3 | $4K | Buy |
26
+22
| +550% | +$3.23K | ﹤0.01% | 568 |
|
|
2016
Q2 | $1K | Hold |
4
| – | – | ﹤0.01% | 672 |
|
|
2016
Q1 | $1K | Sell |
4
-100
| -96% | -$12.6K | ﹤0.01% | 689 |
|
|
2015
Q4 | $13K | Hold |
104
| – | – | ﹤0.01% | 374 |
|
|
2015
Q3 | $12K | Hold |
104
| – | – | ﹤0.01% | 368 |
|
|
2015
Q2 | $11K | Sell |
104
-81
| -44% | -$9.37K | ﹤0.01% | 379 |
|
|
2015
Q1 | $21K | Buy |
+185
| New | +$20.3K | ﹤0.01% | 323 |
|
|
2014
Q2 | – | Sell |
-1
| Closed | – | – | 560 |
|
|
2014
Q1 | $0 | Buy |
+1
| New | +$97 | ﹤0.01% | 614 |
|
Other funds holding SJM
CSI
SCA
TIM
WCM
PCM
CNB
DCM
EFG