Poehling Capital Management’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	$432K	Buy	+4,398	New	+$432K	0.1%	96
2018 Q2	–	Sell	-11	Closed	-$1K	–	326
2018 Q1	$1K	Hold	11	–	–	﹤0.01%	301
2017 Q4	$1K	Buy	+11	New	+$1K	﹤0.01%	276