Johnson Investment Counsel’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 | $1.37M | Buy |
12,207
+951
| +8% | +$96.9K | 0.01% | 412 |
|
|
2026
Q1 | $1.09M | Sell |
11,256
-34
| -0.3% | -$3.56K | 0.01% | 426 |
|
|
2025
Q4 | $1.1M | Buy |
11,290
+37
| +0.3% | +$3.83K | 0.01% | 394 |
|
|
2025
Q3 | $1.22M | Sell |
11,253
-1,196
| -10% | -$130K | 0.01% | 385 |
|
|
2025
Q2 | $1.22M | Sell |
12,449
-566
| -4% | -$62.2K | 0.01% | 379 |
|
|
2025
Q1 | $1.54M | Sell |
13,015
-531
| -4% | -$57.3K | 0.01% | 337 |
|
|
2024
Q4 | $1.49M | Sell |
13,546
-316
| -2% | -$36.3K | 0.01% | 334 |
|
|
2024
Q3 | $1.68M | Buy |
13,862
+344
| +3% | +$40.5K | 0.02% | 316 |
|
|
2024
Q2 | $1.47M | Sell |
13,518
-357
| -3% | -$40.4K | 0.02% | 319 |
|
|
2024
Q1 | $1.75M | Sell |
13,875
-873
| -6% | -$111K | 0.02% | 294 |
|
|
2023
Q4 | $1.86M | Sell |
14,748
-807
| -5% | -$93.5K | 0.02% | 267 |
|
|
2023
Q3 | $1.91M | Sell |
15,555
-250
| -2% | -$35.5K | 0.02% | 248 |
|
|
2023
Q2 | $2.33M | Sell |
15,805
-388
| -2% | -$59.2K | 0.03% | 219 |
|
|
2023
Q1 | $2.55M | Sell |
16,193
-372
| -2% | -$56.5K | 0.03% | 203 |
|
|
2022
Q4 | $2.62M | Sell |
16,565
-283
| -2% | -$42.2K | 0.04% | 199 |
|
|
2022
Q3 | $2.31M | Sell |
16,848
-2,055
| -11% | -$280K | 0.03% | 199 |
|
|
2022
Q2 | $2.42M | Buy |
18,903
+436
| +2% | +$58.1K | 0.03% | 198 |
|
|
2022
Q1 | $2.5M | Sell |
18,467
-324
| -2% | -$44.2K | 0.03% | 210 |
|
|
2021
Q4 | $2.55M | Sell |
18,791
-358
| -2% | -$45.7K | 0.03% | 203 |
|
|
2021
Q3 | $2.3M | Sell |
19,149
-810
| -4% | -$103K | 0.03% | 208 |
|
|
2021
Q2 | $2.59M | Buy |
19,959
+897
| +5% | +$119K | 0.04% | 185 |
|
|
2021
Q1 | $2.41M | Sell |
19,062
-157
| -0.8% | -$18.5K | 0.04% | 188 |
|
|
2020
Q4 | $2.22M | Sell |
19,219
-614
| -3% | -$71.4K | 0.04% | 180 |
|
|
2020
Q3 | $2.29M | Sell |
19,833
-17,054
| -46% | -$1.9M | 0.04% | 173 |
|
|
2020
Q2 | $3.9M | Sell |
36,887
-12,116
| -25% | -$1.36M | 0.08% | 133 |
|
|
2020
Q1 | $5.44M | Sell |
49,003
-210,876
| -81% | -$22.5M | 0.12% | 110 |
|
|
2019
Q4 | $27.1M | Sell |
259,879
-7,952
| -3% | -$842K | 0.51% | 56 |
|
|
2019
Q3 | $29.5M | Sell |
267,831
-2,027
| -0.8% | -$226K | 0.59% | 53 |
|
|
2019
Q2 | $31.1M | Sell |
269,858
-2,365
| -0.9% | -$289K | 0.64% | 50 |
|
|
2019
Q1 | $31.7M | Buy |
272,223
+866
| +0.3% | +$90.5K | 0.68% | 48 |
|
|
2018
Q4 | $25.4M | Sell |
271,357
-30,362
| -10% | -$3.17M | 0.62% | 47 |
|
|
2018
Q3 | $31M | Sell |
301,719
-21,287
| -7% | -$2.32M | 0.69% | 42 |
|
|
2018
Q2 | $34.7M | Buy |
323,006
+19,664
| +6% | +$2.21M | 0.85% | 34 |
|
|
2018
Q1 | $37.6M | Buy |
303,342
+28,733
| +10% | +$3.59M | 0.96% | 33 |
|
|
2017
Q4 | $34.1M | Buy |
274,609
+67,649
| +33% | +$7.52M | 0.85% | 38 |
|
|
2017
Q3 | $21.7M | Buy |
206,960
+141,501
| +216% | +$16.2M | 0.57% | 51 |
|
|
2017
Q2 | $7.75M | Sell |
65,459
-3,669
| -5% | -$464K | 0.22% | 83 |
|
|
2017
Q1 | $9.06M | Sell |
69,128
-8,357
| -11% | -$1.14M | 0.26% | 79 |
|
|
2016
Q4 | $9.92M | Sell |
77,485
-5,097
| -6% | -$661K | 0.31% | 74 |
|
|
2016
Q3 | $11.2M | Sell |
82,582
-7,381
| -8% | -$1.08M | 0.36% | 67 |
|
|
2016
Q2 | $13.7M | Sell |
89,963
-74,304
| -45% | -$9.88M | 0.45% | 60 |
|
|
2016
Q1 | $21.3M | Sell |
164,267
-142,254
| -46% | -$17.9M | 0.75% | 42 |
|
|
2015
Q4 | $37.8M | Sell |
306,521
-17,962
| -6% | -$2.14M | 1.33% | 12 |
|
|
2015
Q3 | $37M | Sell |
324,483
-20,658
| -6% | -$2.3M | 1.36% | 14 |
|
|
2015
Q2 | $37.4M | Sell |
345,141
-84,978
| -20% | -$9.83M | 1.26% | 17 |
|
|
2015
Q1 | $49.8M | Sell |
430,119
-1,292
| -0.3% | -$142K | 1.67% | 9 |
|
|
2014
Q4 | $43.6M | Buy |
431,411
+6,959
| +2% | +$705K | 1.43% | 14 |
|
|
2014
Q3 | $42M | Buy |
424,452
+18,790
| +5% | +$1.93M | 1.41% | 15 |
|
|
2014
Q2 | $43.2M | Buy |
405,662
+38,950
| +11% | +$3.91M | 1.54% | 16 |
|
|
2014
Q1 | $35.7M | Buy |
366,712
+195,686
| +114% | +$19M | 1.31% | 22 |
|
|
2013
Q4 | $17.7M | Buy |
171,026
+156,676
| +1,092% | +$16.6M | 0.65% | 46 |
|
|
2013
Q3 | $1.51M | Sell |
14,350
-222
| -2% | -$24K | 0.06% | 152 |
|
|
2013
Q2 | $1.5M | Buy |
+14,572
| New | +$1.48M | 0.06% | 143 |
|
Other funds holding SJM
Johnson Investment Counsel's SJM Position: Q2 2026 in Review
Johnson Investment Counsel increased its J.M. Smucker (SJM) stake by 8.4% in Q2 2026, buying an estimated $96.9K and bringing the position to 12,207 shares worth $1.37M. The position accounts for 0.01% of the portfolio, ranked #412.
Johnson Investment Counsel first reported a position in SJM in Q2 2013 and has held it in 53 quarters since. The position peaked at $49.8M in Q1 2015. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Johnson Investment Counsel held 12,207 shares of J.M. Smucker worth $1.37M as of Q2 2026.
- Johnson Investment Counsel bought 951 J.M. Smucker shares in Q2 2026, an estimated $96.9K.
- J.M. Smucker made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #412 holding.
- Johnson Investment Counsel first reported a position in J.M. Smucker in Q2 2013 and has held it in 53 quarters since.
- Johnson Investment Counsel's J.M. Smucker position peaked at $49.8M in Q1 2015.
- 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.