NewSquare Capital’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 | – | Sell |
-32
| Closed | -$3.14K | – | 1062 |
|
|
2025
Q2 | $3.14K | Hold |
32
| – | – | ﹤0.01% | 885 |
|
|
2025
Q1 | $3.79K | Buy |
+32
| New | +$3.46K | ﹤0.01% | 740 |
|
|
2023
Q2 | – | Sell |
-19
| Closed | -$2.99K | – | 932 |
|
|
2023
Q1 | $2.99K | Buy |
+19
| New | +$2.89K | ﹤0.01% | 523 |
|
|
2020
Q2 | – | Sell |
-400
| Closed | -$44K | – | 440 |
|
|
2020
Q1 | $44K | Buy |
+400
| New | +$42.8K | 0.01% | 182 |
|
|
2019
Q3 | – | Sell |
-400
| Closed | -$46K | – | 348 |
|
|
2019
Q2 | $46K | Hold |
400
| – | – | 0.01% | 171 |
|
|
2019
Q1 | $47K | Hold |
400
| – | – | 0.01% | 166 |
|
|
2018
Q4 | $37K | Hold |
400
| – | – | 0.01% | 169 |
|
|
2018
Q3 | $41K | Hold |
400
| – | – | 0.01% | 177 |
|
|
2018
Q2 | $44K | Hold |
400
| – | – | 0.01% | 177 |
|
|
2018
Q1 | $50K | Hold |
400
| – | – | 0.01% | 154 |
|
|
2017
Q4 | $50K | Sell |
400
-25
| -6% | -$2.78K | 0.01% | 155 |
|
|
2017
Q3 | $45K | Hold |
425
| – | – | 0.01% | 138 |
|
|
2017
Q2 | $50K | Hold |
425
| – | – | 0.01% | 129 |
|
|
2017
Q1 | $56K | Hold |
425
| – | – | 0.01% | 132 |
|
|
2016
Q4 | $54K | Hold |
425
| – | – | 0.01% | 147 |
|
|
2016
Q3 | $58K | Hold |
425
| – | – | 0.01% | 152 |
|
|
2016
Q2 | $65K | Buy |
425
+25
| +6% | +$3.33K | 0.02% | 151 |
|
|
2016
Q1 | $52K | Hold |
400
| – | – | 0.01% | 164 |
|
|
2015
Q4 | $49K | Hold |
400
| – | – | 0.01% | 150 |
|
|
2015
Q3 | $46K | Hold |
400
| – | – | 0.01% | 150 |
|
|
2015
Q2 | $43K | Hold |
400
| – | – | 0.01% | 163 |
|
|
2015
Q1 | $46K | Hold |
400
| – | – | 0.01% | 150 |
|
|
2014
Q4 | $40K | Hold |
400
| – | – | 0.01% | 163 |
|
|
2014
Q3 | $40K | Hold |
400
| – | – | 0.01% | 172 |
|
|
2014
Q2 | $43K | Hold |
400
| – | – | 0.02% | 158 |
|
|
2014
Q1 | $39K | Hold |
400
| – | – | 0.02% | 149 |
|
|
2013
Q4 | $41K | Hold |
400
| – | – | 0.02% | 127 |
|
|
2013
Q3 | $42K | Buy |
+400
| New | +$43.3K | 0.02% | 120 |
|
Other funds holding SJM
NewSquare Capital's SJM Position: Q3 2025 in Review
NewSquare Capital sold out of J.M. Smucker (SJM) in Q3 2025, closing a stake of 32 shares — an estimated $3.14K sold.
NewSquare Capital first reported a position in SJM in Q3 2013 and held it in 28 quarters. The position peaked at $65K in Q2 2016. 809 funds tracked by Wall St. Rank hold SJM as of Q3 2025.
- NewSquare Capital reported no remaining J.M. Smucker position as of Q3 2025 after selling out during the quarter.
- NewSquare Capital sold 32 J.M. Smucker shares in Q3 2025, an estimated $3.14K.
- NewSquare Capital first reported a position in J.M. Smucker in Q3 2013 and held it in 28 quarters.
- NewSquare Capital's J.M. Smucker position peaked at $65K in Q2 2016.
- 809 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.
Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.