Principal Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Buy |
118,772
+1,136
| +1% | +$119K | 0.01% | 1254 |
|
|
2025
Q4 | $11.5M | Sell |
117,636
-476
| -0.4% | -$49.2K | 0.01% | 1226 |
|
|
2025
Q3 | $12.8M | Sell |
118,112
-9,546
| -7% | -$1.04M | 0.01% | 1139 |
|
|
2025
Q2 | $12.5M | Sell |
127,658
-3,496
| -3% | -$384K | 0.01% | 1125 |
|
|
2025
Q1 | $15.5M | Sell |
131,154
-2,708
| -2% | -$292K | 0.01% | 1002 |
|
|
2024
Q4 | $14.7M | Sell |
133,862
-1,603
| -1% | -$184K | 0.01% | 1057 |
|
|
2024
Q3 | $16.4M | Buy |
135,465
+5,790
| +4% | +$682K | 0.01% | 963 |
|
|
2024
Q2 | $14.1M | Sell |
129,675
-11,042
| -8% | -$1.25M | 0.01% | 1077 |
|
|
2024
Q1 | $17.7M | Buy |
140,717
+370
| +0.3% | +$46.8K | 0.01% | 993 |
|
|
2023
Q4 | $17.7M | Buy |
140,347
+4,172
| +3% | +$483K | 0.01% | 950 |
|
|
2023
Q3 | $16.7M | Sell |
136,175
-8,794
| -6% | -$1.25M | 0.01% | 912 |
|
|
2023
Q2 | $21.4M | Sell |
144,969
-2,785
| -2% | -$425K | 0.01% | 803 |
|
|
2023
Q1 | $23.3M | Buy |
147,754
+951
| +0.6% | +$144K | 0.02% | 754 |
|
|
2022
Q4 | $23.3M | Sell |
146,803
-2,268
| -2% | -$338K | 0.02% | 723 |
|
|
2022
Q3 | $20.5M | Sell |
149,071
-5,281
| -3% | -$720K | 0.02% | 758 |
|
|
2022
Q2 | $19.8M | Buy |
154,352
+20,164
| +15% | +$2.69M | 0.01% | 822 |
|
|
2022
Q1 | $18.2M | Buy |
134,188
+176
| +0.1% | +$24K | 0.01% | 987 |
|
|
2021
Q4 | $18.2M | Sell |
134,012
-5,194
| -4% | -$662K | 0.01% | 1019 |
|
|
2021
Q3 | $16.7M | Sell |
139,206
-12,892
| -8% | -$1.64M | 0.01% | 1081 |
|
|
2021
Q2 | $19.7M | Buy |
152,098
+3,372
| +2% | +$448K | 0.01% | 986 |
|
|
2021
Q1 | $18.8M | Sell |
148,726
-12,095
| -8% | -$1.43M | 0.01% | 965 |
|
|
2020
Q4 | $18.6M | Sell |
160,821
-3,097
| -2% | -$360K | 0.01% | 823 |
|
|
2020
Q3 | $18.9M | Sell |
163,918
-6,512
| -4% | -$726K | 0.02% | 693 |
|
|
2020
Q2 | $18M | Buy |
170,430
+7,061
| +4% | +$793K | 0.02% | 712 |
|
|
2020
Q1 | $18.1M | Sell |
163,369
-1,558
| -0.9% | -$167K | 0.02% | 591 |
|
|
2019
Q4 | $17.2M | Sell |
164,927
-5,729
| -3% | -$606K | 0.01% | 918 |
|
|
2019
Q3 | $18.8M | Buy |
170,656
+1,321
| +0.8% | +$147K | 0.02% | 815 |
|
|
2019
Q2 | $19.5M | Sell |
169,335
-303
| -0.2% | -$37K | 0.02% | 784 |
|
|
2019
Q1 | $19.8M | Sell |
169,638
-25,727
| -13% | -$2.69M | 0.02% | 792 |
|
|
2018
Q4 | $18.3M | Sell |
195,365
-36,564
| -16% | -$3.82M | 0.02% | 761 |
|
|
2018
Q3 | $23.8M | Sell |
231,929
-2,573
| -1% | -$281K | 0.02% | 749 |
|
|
2018
Q2 | $25.2M | Sell |
234,502
-49,859
| -18% | -$5.6M | 0.02% | 684 |
|
|
2018
Q1 | $35.3M | Buy |
284,361
+68,933
| +32% | +$8.61M | 0.03% | 506 |
|
|
2017
Q4 | $26.8M | Buy |
215,428
+35,628
| +20% | +$3.96M | 0.02% | 638 |
|
|
2017
Q3 | $18.9M | Sell |
179,800
-51,558
| -22% | -$5.89M | 0.02% | 819 |
|
|
2017
Q2 | $27.4M | Sell |
231,358
-45,783
| -17% | -$5.79M | 0.03% | 612 |
|
|
2017
Q1 | $36.3M | Sell |
277,141
-2,367
| -0.8% | -$322K | 0.04% | 437 |
|
|
2016
Q4 | $35.8M | Sell |
279,508
-80,108
| -22% | -$10.4M | 0.05% | 416 |
|
|
2016
Q3 | $48.7M | Buy |
359,616
+176,221
| +96% | +$25.9M | 0.06% | 296 |
|
|
2016
Q2 | $27.9M | Sell |
183,395
-1,676
| -0.9% | -$223K | 0.04% | 462 |
|
|
2016
Q1 | $24M | Buy |
185,071
+4,852
| +3% | +$612K | 0.03% | 501 |
|
|
2015
Q4 | $22.2M | Buy |
180,219
+29,605
| +20% | +$3.53M | 0.03% | 514 |
|
|
2015
Q3 | $17.2M | Buy |
150,614
+11,587
| +8% | +$1.29M | 0.03% | 606 |
|
|
2015
Q2 | $15.1M | Sell |
139,027
-7,595
| -5% | -$879K | 0.02% | 716 |
|
|
2015
Q1 | $17M | Buy |
146,622
+14,535
| +11% | +$1.59M | 0.03% | 629 |
|
|
2014
Q4 | $13.3M | Sell |
132,087
-1,574
| -1% | -$159K | 0.02% | 759 |
|
|
2014
Q3 | $13.2M | Buy |
133,661
+754
| +0.6% | +$77.4K | 0.02% | 720 |
|
|
2014
Q2 | $14.2M | Sell |
132,907
-4,642
| -3% | -$466K | 0.02% | 717 |
|
|
2014
Q1 | $13.4M | Buy |
137,549
+918
| +0.7% | +$89.2K | 0.02% | 726 |
|
|
2013
Q4 | $14.2M | Buy |
136,631
+2,152
| +2% | +$228K | 0.03% | 667 |
|
|
2013
Q3 | $14.1M | Sell |
134,479
-55,171
| -29% | -$5.97M | 0.03% | 616 |
|
|
2013
Q2 | $19.6M | Buy |
+189,650
| New | +$19.3M | 0.04% | 451 |
|
Other funds holding SJM
VCM
VPM
