Morgan Stanley’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 | $144M | Sell |
1,462,685
-518,308
| -26% | -$50.9M | 0.01% | 1082 |
|
|
2025
Q1 | $235M | Buy |
1,980,993
+604,934
| +44% | +$71.6M | 0.02% | 762 |
|
|
2024
Q4 | $152M | Sell |
1,376,059
-155,195
| -10% | -$17.1M | 0.01% | 976 |
|
|
2024
Q3 | $185M | Sell |
1,531,254
-154,559
| -9% | -$18.7M | 0.01% | 871 |
|
|
2024
Q2 | $184M | Buy |
1,685,813
+142,664
| +9% | +$15.6M | 0.01% | 847 |
|
|
2024
Q1 | $194M | Sell |
1,543,149
-2,234,191
| -59% | -$281M | 0.02% | 809 |
|
|
2023
Q4 | $477M | Buy |
3,777,340
+2,286,554
| +153% | +$289M | 0.02% | 697 |
|
|
2023
Q3 | $183M | Sell |
1,490,786
-26,647
| -2% | -$3.28M | 0.02% | 735 |
|
|
2023
Q2 | $224M | Buy |
1,517,433
+100,630
| +7% | +$14.9M | 0.02% | 667 |
|
|
2023
Q1 | $223M | Sell |
1,416,803
-115,022
| -8% | -$18.1M | 0.02% | 650 |
|
|
2022
Q4 | $243M | Buy |
1,531,825
+197,519
| +15% | +$31.3M | 0.03% | 612 |
|
|
2022
Q3 | $183M | Buy |
1,334,306
+1,956
| +0.1% | +$269K | 0.03% | 606 |
|
|
2022
Q2 | $171M | Buy |
1,332,350
+670,856
| +101% | +$85.9M | 0.02% | 658 |
|
|
2022
Q1 | $89.6M | Sell |
661,494
-78,540
| -11% | -$10.6M | 0.01% | 932 |
|
|
2021
Q4 | $101M | Sell |
740,034
-258,069
| -26% | -$35.1M | 0.01% | 891 |
|
|
2021
Q3 | $120M | Sell |
998,103
-525,755
| -35% | -$63.1M | 0.02% | 744 |
|
|
2021
Q2 | $197M | Buy |
1,523,858
+527,204
| +53% | +$68.3M | 0.03% | 548 |
|
|
2021
Q1 | $126M | Buy |
996,654
+368,520
| +59% | +$46.6M | 0.02% | 661 |
|
|
2020
Q4 | $72.6M | Buy |
628,134
+27,840
| +5% | +$3.22M | 0.01% | 874 |
|
|
2020
Q3 | $69.3M | Sell |
600,294
-36,247
| -6% | -$4.19M | 0.01% | 749 |
|
|
2020
Q2 | $67.4M | Buy |
636,541
+108,063
| +20% | +$11.4M | 0.01% | 708 |
|
|
2020
Q1 | $58.7M | Sell |
528,478
-595,825
| -53% | -$66.1M | 0.02% | 675 |
|
|
2019
Q4 | $117M | Buy |
1,124,303
+735,854
| +189% | +$76.6M | 0.03% | 544 |
|
|
2019
Q3 | $42.7M | Sell |
388,449
-102,096
| -21% | -$11.2M | 0.01% | 948 |
|
|
2019
Q2 | $56.5M | Buy |
490,545
+55,816
| +13% | +$6.43M | 0.02% | 799 |
|
|
2019
Q1 | $50.6M | Sell |
434,729
-51,428
| -11% | -$5.99M | 0.01% | 826 |
|
|
2018
Q4 | $45.5M | Sell |
486,157
-356,575
| -42% | -$33.3M | 0.01% | 863 |
|
|
2018
Q3 | $86.5M | Buy |
842,732
+421,792
| +100% | +$43.3M | 0.02% | 670 |
|
|
2018
Q2 | $45.2M | Sell |
420,940
-10,043
| -2% | -$1.08M | 0.01% | 978 |
|
|
2018
Q1 | $53.4M | Buy |
430,983
+24,918
| +6% | +$3.09M | 0.01% | 879 |
|
|
2017
Q4 | $50.5M | Sell |
406,065
-87,246
| -18% | -$10.8M | 0.01% | 950 |
|
|
2017
Q3 | $51.8M | Sell |
493,311
-204,142
| -29% | -$21.4M | 0.02% | 882 |
|
|
2017
Q2 | $82.5M | Buy |
697,453
+167,550
| +32% | +$19.8M | 0.02% | 650 |
|
|
2017
Q1 | $69.5M | Sell |
529,903
-209,616
| -28% | -$27.5M | 0.02% | 737 |
|
|
2016
Q4 | $94.7M | Buy |
739,519
+104,485
| +16% | +$13.4M | 0.03% | 563 |
|
|
2016
Q3 | $86.1M | Buy |
635,034
+157,881
| +33% | +$21.4M | 0.03% | 579 |
|
|
2016
Q2 | $72.7M | Buy |
477,153
+37,427
| +9% | +$5.7M | 0.03% | 616 |
|
|
2016
Q1 | $57.1M | Sell |
439,726
-119,423
| -21% | -$15.5M | 0.02% | 691 |
|
|
2015
Q4 | $69M | Sell |
559,149
-124,667
| -18% | -$15.4M | 0.03% | 639 |
|
|
2015
Q3 | $78M | Buy |
683,816
+349,452
| +105% | +$39.9M | 0.03% | 578 |
|
|
2015
Q2 | $36.2M | Sell |
334,364
-21,920
| -6% | -$2.38M | 0.01% | 1054 |
|
|
2015
Q1 | $41.2M | Buy |
356,284
+37,165
| +12% | +$4.3M | 0.02% | 961 |
|
|
2014
Q4 | $32.2M | Buy |
319,119
+11,570
| +4% | +$1.17M | 0.01% | 1124 |
|
|
2014
Q3 | $30.4M | Buy |
307,549
+33,084
| +12% | +$3.27M | 0.01% | 1120 |
|
|
2014
Q2 | $29.3M | Sell |
274,465
-308,056
| -53% | -$32.8M | 0.01% | 1135 |
|
|
2014
Q1 | $56.6M | Buy |
582,521
+130,298
| +29% | +$12.7M | 0.02% | 695 |
|
|
2013
Q4 | $46.9M | Buy |
452,223
+140,808
| +45% | +$14.6M | 0.02% | 774 |
|
|
2013
Q3 | $32.7M | Buy |
311,415
+32,823
| +12% | +$3.45M | 0.02% | 898 |
|
|
2013
Q2 | $28.7M | Buy |
+278,592
| New | +$28.7M | 0.01% | 929 |
|