HeadInvest LLC’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
Q2 | – | Sell |
-3,133
| Closed | -$371K | – | 228 |
|
|
2025
Q1 | $371K | Sell |
3,133
-579
| -16% | -$62.5K | 0.07% | 176 |
|
|
2024
Q4 | $409K | Sell |
3,712
-604
| -14% | -$69.5K | 0.08% | 167 |
|
|
2024
Q3 | $523K | Hold |
4,316
| – | – | 0.1% | 143 |
|
|
2024
Q2 | $471K | Hold |
4,316
| – | – | 0.09% | 144 |
|
|
2024
Q1 | $543K | Buy |
4,316
+16
| +0.4% | +$2.03K | 0.11% | 135 |
|
|
2023
Q4 | $543K | Hold |
4,300
| – | – | 0.11% | 129 |
|
|
2023
Q3 | $522K | Hold |
4,300
| – | – | 0.11% | 122 |
|
|
2023
Q2 | $636K | Hold |
4,300
| – | – | 0.14% | 110 |
|
|
2023
Q1 | $677K | Sell |
4,300
-500
| -10% | -$75.9K | 0.15% | 106 |
|
|
2022
Q4 | $761K | Hold |
4,800
| – | – | 0.17% | 99 |
|
|
2022
Q3 | $660K | Hold |
4,800
| – | – | 0.16% | 104 |
|
|
2022
Q2 | $614K | Hold |
4,800
| – | – | 0.14% | 116 |
|
|
2022
Q1 | $650K | Hold |
4,800
| – | – | 0.12% | 123 |
|
|
2021
Q4 | $652K | Hold |
4,800
| – | – | 0.12% | 128 |
|
|
2021
Q3 | $576K | Hold |
4,800
| – | – | 0.11% | 134 |
|
|
2021
Q2 | $621K | Hold |
4,800
| – | – | 0.12% | 128 |
|
|
2021
Q1 | $607K | Hold |
4,800
| – | – | 0.12% | 125 |
|
|
2020
Q4 | $555K | Hold |
4,800
| – | – | 0.12% | 123 |
|
|
2020
Q3 | $554K | Hold |
4,800
| – | – | 0.16% | 102 |
|
|
2020
Q2 | $508K | Hold |
4,800
| – | – | 0.16% | 98 |
|
|
2020
Q1 | $533K | Hold |
4,800
| – | – | 0.2% | 86 |
|
|
2019
Q4 | $500K | Hold |
4,800
| – | – | 0.14% | 106 |
|
|
2019
Q3 | $528K | Hold |
4,800
| – | – | 0.16% | 96 |
|
|
2019
Q2 | $553K | Hold |
4,800
| – | – | 0.16% | 95 |
|
|
2019
Q1 | $559K | Sell |
4,800
-4,800
| -50% | -$502K | 0.16% | 95 |
|
|
2018
Q4 | $898K | Buy |
9,600
+4,800
| +100% | +$501K | 0.14% | 105 |
|
|
2018
Q3 | $493K | Hold |
4,800
| – | – | 0.14% | 102 |
|
|
2018
Q2 | $516K | Hold |
4,800
| – | – | 0.16% | 98 |
|
|
2018
Q1 | $595K | Hold |
4,800
| – | – | 0.19% | 82 |
|
|
2017
Q4 | $596K | Hold |
4,800
| – | – | 0.18% | 84 |
|
|
2017
Q3 | $509K | Sell |
4,800
-350
| -7% | -$40K | 0.16% | 93 |
|
|
2017
Q2 | $609K | Hold |
5,150
| – | – | 0.2% | 82 |
|
|
2017
Q1 | $675K | Buy |
+5,150
| New | +$700K | 0.23% | 79 |
|
|
2016
Q4 | – | Sell |
-5,150
| Closed | -$692K | – | 140 |
|
|
2016
Q3 | $692K | Buy |
+5,150
| New | +$756K | 0.25% | 73 |
|
Other funds holding SJM
HeadInvest LLC's SJM Position: Q2 2025 in Review
HeadInvest LLC sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 3,133 shares — an estimated $371K sold.
HeadInvest LLC first reported a position in SJM in Q3 2016 and held it in 34 quarters. The position peaked at $898K in Q4 2018. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.
- HeadInvest LLC reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
- HeadInvest LLC sold 3,133 J.M. Smucker shares in Q2 2025, an estimated $371K.
- HeadInvest LLC first reported a position in J.M. Smucker in Q3 2016 and held it in 34 quarters.
- HeadInvest LLC's J.M. Smucker position peaked at $898K in Q4 2018.
- 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.
Based on HeadInvest LLC's 13F filing for Q2 2025, filed 14 Aug 2025.