Marietta Investment Partners’s J.M. Smucker SJM Stock Holding History

Marietta Investment Partners’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$228K	Hold	2,320	–	–	0.05%	150
2025 Q1	$275K	Hold	2,320	–	–	0.07%	143
2024 Q4	$255K	Hold	2,320	–	–	0.06%	146
2024 Q3	$281K	Hold	2,320	–	–	0.06%	143
2024 Q2	$253K	Hold	2,320	–	–	0.06%	146
2024 Q1	$292K	Hold	2,320	–	–	0.06%	142
2023 Q4	$293K	Sell	2,320 -26	-1%	-$3.29K	0.07%	140
2023 Q3	$288K	Hold	2,346	–	–	0.08%	139
2023 Q2	$346K	Hold	2,346	–	–	0.09%	132
2023 Q1	$369K	Hold	2,346	–	–	0.1%	132
2022 Q4	$372K	Hold	2,346	–	–	0.11%	135
2022 Q3	$350K	Sell	2,346 -1	-0%	-$149	0.1%	134
2022 Q2	$300K	Hold	2,347	–	–	0.09%	145
2022 Q1	$318K	Hold	2,347	–	–	0.07%	154
2021 Q4	$319K	Hold	2,347	–	–	0.07%	156
2021 Q3	$282K	Hold	2,347	–	–	0.06%	163
2021 Q2	$304K	Hold	2,347	–	–	0.07%	156
2021 Q1	$297K	Hold	2,347	–	–	0.07%	151
2020 Q4	$271K	Hold	2,347	–	–	0.07%	136
2020 Q3	$271K	Sell	2,347 -26	-1%	-$3K	0.08%	126
2020 Q2	$251K	Sell	2,373 -205	-8%	-$21.7K	0.08%	126
2020 Q1	$286K	Hold	2,578	–	–	0.12%	106
2019 Q4	$268K	Hold	2,578	–	–	0.09%	134
2019 Q3	$284K	Hold	2,578	–	–	0.1%	128
2019 Q2	$297K	Hold	2,578	–	–	0.1%	124
2019 Q1	$300K	Sell	2,578 -160	-6%	-$18.6K	0.09%	120
2018 Q4	$256K	Hold	2,738	–	–	0.1%	116
2018 Q3	$281K	Sell	2,738 -70	-2%	-$7.18K	0.08%	125
2018 Q2	$302K	Sell	2,808 -286	-9%	-$30.8K	0.09%	116
2018 Q1	$384K	Hold	3,094	–	–	0.12%	104
2017 Q4	$384K	Hold	3,094	–	–	0.11%	107
2017 Q3	$325K	Hold	3,094	–	–	0.1%	108
2017 Q2	$366K	Hold	3,094	–	–	0.12%	108
2017 Q1	$406K	Hold	3,094	–	–	0.14%	104
2016 Q4	$396K	Hold	3,094	–	–	0.14%	97
2016 Q3	$419K	Hold	3,094	–	–	0.14%	109
2016 Q2	$472K	Hold	3,094	–	–	0.17%	99
2016 Q1	$402K	Hold	3,094	–	–	0.17%	95
2015 Q4	$382K	Hold	3,094	–	–	0.15%	98
2015 Q3	$365K	Hold	3,094	–	–	0.14%	95
2015 Q2	$335K	Hold	3,094	–	–	0.13%	95
2015 Q1	$358K	Sell	3,094 -52	-2%	-$6.02K	0.14%	90
2014 Q4	$318K	Hold	3,146	–	–	0.13%	103
2014 Q3	$311K	Hold	3,146	–	–	0.14%	87
2014 Q2	$335K	Hold	3,146	–	–	0.14%	88
2014 Q1	$306K	Hold	3,146	–	–	0.12%	108
2013 Q4	$326K	Hold	3,146	–	–	0.12%	111
2013 Q3	$330K	Hold	3,146	–	–	0.13%	104
2013 Q2	$325K	Buy	+3,146	New	+$325K	0.14%	105