LPL Financial’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Buy |
117,223
+8,574
| +8% | +$842K | ﹤0.01% | 1618 |
|
|
2025
Q1 | $12.9M | Buy |
108,649
+14,497
| +15% | +$1.72M | 0.01% | 1429 |
|
|
2024
Q4 | $10.4M | Buy |
94,152
+71
| +0.1% | +$7.82K | ﹤0.01% | 1521 |
|
|
2024
Q3 | $11.4M | Sell |
94,081
-11,076
| -11% | -$1.34M | 0.01% | 1376 |
|
|
2024
Q2 | $11.5M | Buy |
105,157
+7,935
| +8% | +$865K | 0.01% | 1287 |
|
|
2024
Q1 | $12.2M | Sell |
97,222
-1,322
| -1% | -$166K | 0.01% | 1195 |
|
|
2023
Q4 | $12.5M | Buy |
98,544
+8,834
| +10% | +$1.12M | 0.01% | 1115 |
|
|
2023
Q3 | $11M | Buy |
89,710
+8,084
| +10% | +$994K | 0.01% | 1106 |
|
|
2023
Q2 | $12.1M | Sell |
81,626
-253
| -0.3% | -$37.4K | 0.01% | 1035 |
|
|
2023
Q1 | $12.9M | Buy |
81,879
+4,470
| +6% | +$703K | 0.01% | 961 |
|
|
2022
Q4 | $12.3M | Buy |
77,409
+10,205
| +15% | +$1.62M | 0.01% | 920 |
|
|
2022
Q3 | $9.23M | Buy |
67,204
+3,763
| +6% | +$517K | 0.01% | 1002 |
|
|
2022
Q2 | $8.12M | Buy |
63,441
+2,116
| +3% | +$271K | 0.01% | 1078 |
|
|
2022
Q1 | $8.3M | Buy |
61,325
+2,514
| +4% | +$340K | 0.01% | 1099 |
|
|
2021
Q4 | $7.99M | Buy |
58,811
+5,025
| +9% | +$683K | 0.01% | 1159 |
|
|
2021
Q3 | $6.46M | Buy |
53,786
+7,734
| +17% | +$928K | 0.01% | 1216 |
|
|
2021
Q2 | $5.97M | Buy |
46,052
+1,121
| +2% | +$145K | 0.01% | 1213 |
|
|
2021
Q1 | $5.69M | Buy |
44,931
+1,937
| +5% | +$245K | 0.01% | 1142 |
|
|
2020
Q4 | $4.97M | Buy |
42,994
+8,722
| +25% | +$1.01M | 0.01% | 1122 |
|
|
2020
Q3 | $3.96M | Sell |
34,272
-1,026
| -3% | -$119K | 0.01% | 1071 |
|
|
2020
Q2 | $3.74M | Buy |
35,298
+1,447
| +4% | +$153K | 0.01% | 1016 |
|
|
2020
Q1 | $3.76M | Buy |
33,851
+3,262
| +11% | +$362K | 0.01% | 868 |
|
|
2019
Q4 | $3.19M | Buy |
30,589
+5,105
| +20% | +$532K | 0.01% | 1069 |
|
|
2019
Q3 | $2.8M | Buy |
25,484
+2,852
| +13% | +$314K | 0.01% | 1059 |
|
|
2019
Q2 | $2.61M | Sell |
22,632
-5,931
| -21% | -$683K | 0.01% | 1099 |
|
|
2019
Q1 | $3.33M | Buy |
28,563
+4,781
| +20% | +$557K | 0.01% | 929 |
|
|
2018
Q4 | $2.22M | Sell |
23,782
-4,115
| -15% | -$385K | 0.01% | 1015 |
|
|
2018
Q3 | $2.86M | Buy |
27,897
+104
| +0.4% | +$10.7K | 0.01% | 968 |
|
|
2018
Q2 | $2.99M | Sell |
27,793
-172
| -0.6% | -$18.5K | 0.01% | 929 |
|
|
2018
Q1 | $3.47M | Buy |
27,965
+1,136
| +4% | +$141K | 0.01% | 855 |
|
|
2017
Q4 | $3.33M | Buy |
26,829
+2,593
| +11% | +$322K | 0.01% | 809 |
|
|
2017
Q3 | $2.54M | Sell |
24,236
-7,065
| -23% | -$741K | 0.01% | 865 |
|
|
2017
Q2 | $3.7M | Buy |
31,301
+17,523
| +127% | +$2.07M | 0.01% | 659 |
|
|
2017
Q1 | $1.81M | Sell |
13,778
-5,450
| -28% | -$714K | 0.01% | 899 |
|
|
2016
Q4 | $2.48M | Buy |
19,228
+7,726
| +67% | +$996K | 0.02% | 694 |
|
|
2016
Q3 | $1.53M | Buy |
11,502
+1,468
| +15% | +$196K | 0.01% | 914 |
|
|
2016
Q2 | $1.54M | Sell |
10,034
-37,321
| -79% | -$5.71M | 0.01% | 909 |
|
|
2016
Q1 | $5.97M | Sell |
47,355
-1,876
| -4% | -$236K | 0.02% | 636 |
|
|
2015
Q4 | $6.07M | Buy |
49,231
+25,106
| +104% | +$3.1M | 0.02% | 632 |
|
|
2015
Q3 | $2.81M | Sell |
24,125
-1,023
| -4% | -$119K | 0.02% | 685 |
|
|
2015
Q2 | $2.72M | Buy |
25,148
+6,444
| +34% | +$696K | 0.01% | 758 |
|
|
2015
Q1 | $2.16M | Buy |
18,704
+754
| +4% | +$87.1K | 0.01% | 870 |
|
|
2014
Q4 | $1.81M | Buy |
17,950
+1,120
| +7% | +$113K | 0.01% | 944 |
|
|
2014
Q3 | $1.65M | Buy |
16,830
+623
| +4% | +$61K | 0.01% | 971 |
|
|
2014
Q2 | $1.73M | Sell |
16,207
-5
| -0% | -$533 | 0.01% | 980 |
|
|
2014
Q1 | $1.58M | Sell |
16,212
-917
| -5% | -$89.1K | 0.01% | 973 |
|
|
2013
Q4 | $1.78M | Buy |
17,129
+657
| +4% | +$68.1K | 0.01% | 896 |
|
|
2013
Q3 | $1.76M | Buy |
16,472
+202
| +1% | +$21.6K | 0.01% | 855 |
|
|
2013
Q2 | $1.68M | Buy |
+16,270
| New | +$1.68M | 0.01% | 809 |
|