Marietta Investment Partners’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
Q3 | $252K | Buy |
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|
2025
Q2 | $228K | Hold |
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|
2025
Q1 | $275K | Hold |
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|
2024
Q4 | $255K | Hold |
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|
2024
Q3 | $281K | Hold |
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|
2024
Q2 | $253K | Hold |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $293K | Sell |
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|
2023
Q3 | $288K | Hold |
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|
2023
Q2 | $346K | Hold |
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|
2023
Q1 | $369K | Hold |
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|
2022
Q4 | $372K | Hold |
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|
2022
Q3 | $350K | Sell |
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|
2022
Q2 | $300K | Hold |
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|
2022
Q1 | $318K | Hold |
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|
2021
Q4 | $319K | Hold |
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|
2021
Q3 | $282K | Hold |
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|
2021
Q2 | $304K | Hold |
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|
2021
Q1 | $297K | Hold |
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|
2020
Q4 | $271K | Hold |
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|
2020
Q3 | $271K | Sell |
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|
2020
Q2 | $251K | Sell |
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|
2020
Q1 | $286K | Hold |
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|
2019
Q4 | $268K | Hold |
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|
2019
Q3 | $284K | Hold |
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|
2019
Q2 | $297K | Hold |
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|
2019
Q1 | $300K | Sell |
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|
2018
Q4 | $256K | Hold |
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|
2018
Q3 | $281K | Sell |
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|
2018
Q2 | $302K | Sell |
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|
2018
Q1 | $384K | Hold |
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|
2017
Q4 | $384K | Hold |
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|
2017
Q3 | $325K | Hold |
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|
2017
Q2 | $366K | Hold |
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|
2017
Q1 | $406K | Hold |
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|
2016
Q4 | $396K | Hold |
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|
2016
Q3 | $419K | Hold |
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|
2016
Q2 | $472K | Hold |
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|
2016
Q1 | $402K | Hold |
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|
2015
Q4 | $382K | Hold |
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|
2015
Q3 | $365K | Hold |
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|
2015
Q2 | $335K | Hold |
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|
2015
Q1 | $358K | Sell |
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|
2014
Q4 | $318K | Hold |
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|
2014
Q3 | $311K | Hold |
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|
2014
Q2 | $335K | Hold |
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|
2014
Q1 | $306K | Hold |
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|
2013
Q4 | $326K | Hold |
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|
2013
Q3 | $330K | Hold |
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|
2013
Q2 | $325K | Buy |
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