Horizon 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
Q1 | $170K | Buy |
1,763
+50
| +3% | +$5.24K | ﹤0.01% | 1001 |
|
|
2025
Q4 | $168K | Buy |
1,713
+39
| +2% | +$4.03K | ﹤0.01% | 992 |
|
|
2025
Q3 | $182K | Buy |
1,674
+10
| +0.6% | +$1.09K | ﹤0.01% | 929 |
|
|
2025
Q2 | $163K | Buy |
1,664
+119
| +8% | +$13.1K | ﹤0.01% | 905 |
|
|
2025
Q1 | $183K | Buy |
1,545
+84
| +6% | +$9.07K | 0.01% | 559 |
|
|
2024
Q4 | $161K | Buy |
1,461
+17
| +1% | +$1.96K | ﹤0.01% | 569 |
|
|
2024
Q3 | $175K | Sell |
1,444
-186
| -11% | -$21.9K | ﹤0.01% | 562 |
|
|
2024
Q2 | $178K | Buy |
1,630
+16
| +1% | +$1.81K | ﹤0.01% | 569 |
|
|
2024
Q1 | $203K | Buy |
1,614
+67
| +4% | +$8.48K | 0.01% | 549 |
|
|
2023
Q4 | $196K | Buy |
1,547
+84
| +6% | +$9.73K | 0.01% | 530 |
|
|
2023
Q3 | $180K | Sell |
1,463
-47
| -3% | -$6.68K | 0.01% | 535 |
|
|
2023
Q2 | $223K | Sell |
1,510
-266
| -15% | -$40.6K | 0.01% | 488 |
|
|
2023
Q1 | $278K | Buy |
1,776
+478
| +37% | +$72.6K | 0.01% | 417 |
|
|
2022
Q4 | $204K | Buy |
+1,298
| New | +$193K | 0.01% | 524 |
|
|
2022
Q2 | – | Sell |
-3,269
| Closed | -$440K | – | 533 |
|
|
2022
Q1 | $440K | Buy |
3,269
+484
| +17% | +$66K | 0.01% | 376 |
|
|
2021
Q4 | $376K | Buy |
2,785
+273
| +11% | +$34.8K | 0.01% | 375 |
|
|
2021
Q3 | $299K | Sell |
2,512
-634
| -20% | -$80.6K | 0.01% | 395 |
|
|
2021
Q2 | $405K | Sell |
3,146
-1,212
| -28% | -$161K | 0.01% | 350 |
|
|
2021
Q1 | $551K | Buy |
+4,358
| New | +$514K | 0.02% | 279 |
|
|
2020
Q4 | – | Sell |
-15,127
| Closed | -$1.73M | – | 345 |
|
|
2020
Q3 | $1.73M | Buy |
15,127
+7,879
| +109% | +$878K | 0.06% | 137 |
|
|
2020
Q2 | $761K | Sell |
7,248
-14,982
| -67% | -$1.68M | 0.02% | 279 |
|
|
2020
Q1 | $2.45M | Buy |
+22,230
| New | +$2.38M | 0.12% | 63 |
|
|
2019
Q2 | – | Sell |
-8,348
| Closed | -$966K | – | 569 |
|
|
2019
Q1 | $966K | Buy |
8,348
+626
| +8% | +$65.4K | 0.03% | 173 |
|
|
2018
Q4 | $722K | Sell |
7,722
-13,036
| -63% | -$1.36M | 0.04% | 160 |
|
|
2018
Q3 | $2.13M | Buy |
20,758
+13,178
| +174% | +$1.44M | 0.07% | 84 |
|
|
2018
Q2 | $815K | Sell |
7,580
-4,005
| -35% | -$450K | 0.04% | 151 |
|
|
2018
Q1 | $1.44M | Buy |
11,585
+3,067
| +36% | +$383K | 0.06% | 99 |
|
|
2017
Q4 | $1.06M | Buy |
+8,518
| New | +$946K | 0.07% | 102 |
|
|
2017
Q3 | – | Sell |
-4,094
| Closed | -$511K | – | 193 |
|
|
2017
Q2 | $511K | Sell |
4,094
-198
| -5% | -$25K | 0.03% | 136 |
|
|
2017
Q1 | $563K | Buy |
+4,292
| New | +$583K | 0.04% | 118 |
|
Other funds holding SJM
VCM
VPM
Horizon Investments's SJM Position: Q1 2026 in Review
Horizon Investments increased its J.M. Smucker (SJM) stake by 2.9% in Q1 2026, buying an estimated $5.24K and bringing the position to 1,763 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #1001.
Horizon Investments first reported a position in SJM in Q1 2017 and has held it in 30 quarters since. The position peaked at $2.45M in Q1 2020. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.
- Horizon Investments held 1,763 shares of J.M. Smucker worth $170K as of Q1 2026.
- Horizon Investments bought 50 J.M. Smucker shares in Q1 2026, an estimated $5.24K.
- J.M. Smucker made up ﹤0.01% of Horizon Investments's portfolio in Q1 2026, its #1001 holding.
- Horizon Investments first reported a position in J.M. Smucker in Q1 2017 and has held it in 30 quarters since.
- Horizon Investments's J.M. Smucker position peaked at $2.45M in Q1 2020.
- 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.
Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.