Principal Street 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.85M | Buy |
60,698
+6,703
| +12% | +$702K | 0.96% | 51 |
|
|
2025
Q4 | $5.28M | Sell |
53,995
-2,939
| -5% | -$304K | 0.89% | 53 |
|
|
2025
Q3 | $6.18M | Sell |
56,934
-4,231
| -7% | -$459K | 0.99% | 39 |
|
|
2025
Q2 | $6.01M | Buy |
61,165
+3,438
| +6% | +$378K | 0.59% | 46 |
|
|
2025
Q1 | $6.84M | Buy |
57,727
+16,306
| +39% | +$1.76M | 1.27% | 18 |
|
|
2024
Q4 | $4.56M | Buy |
41,421
+885
| +2% | +$102K | 0.9% | 46 |
|
|
2024
Q3 | $4.91M | Sell |
40,536
-11,724
| -22% | -$1.38M | 0.8% | 49 |
|
|
2024
Q2 | $5.7M | Sell |
52,260
-823
| -2% | -$93.1K | 1.02% | 48 |
|
|
2024
Q1 | $6.55M | Buy |
53,083
+11,444
| +27% | +$1.45M | 1.24% | 41 |
|
|
2023
Q4 | $5.26M | Buy |
41,639
+7,186
| +21% | +$833K | 1.27% | 23 |
|
|
2023
Q3 | $4.23M | Sell |
34,453
-408
| -1% | -$58K | 0.84% | 43 |
|
|
2023
Q2 | $5.15M | Sell |
34,861
-1,694
| -5% | -$258K | 1.22% | 24 |
|
|
2023
Q1 | $5.75M | Sell |
36,555
-1,253
| -3% | -$190K | 1.45% | 15 |
|
|
2022
Q4 | $5.99M | Sell |
37,808
-534
| -1% | -$79.5K | 1.51% | 14 |
|
|
2022
Q3 | $5.27M | Sell |
38,342
-3,633
| -9% | -$495K | 1.4% | 14 |
|
|
2022
Q2 | $5.37M | Sell |
41,975
-242
| -0.6% | -$32.3K | 1.39% | 22 |
|
|
2022
Q1 | $5.72M | Buy |
42,217
+934
| +2% | +$127K | 1.31% | 24 |
|
|
2021
Q4 | $5.61M | Buy |
41,283
+6,239
| +18% | +$796K | 1.35% | 20 |
|
|
2021
Q3 | $4.21M | Sell |
35,044
-880
| -2% | -$112K | 1.15% | 43 |
|
|
2021
Q2 | $4.66M | Sell |
35,924
-66,743
| -65% | -$8.86M | 1.23% | 34 |
|
|
2021
Q1 | $13M | Buy |
102,667
+63,734
| +164% | +$7.52M | 1.68% | 25 |
|
|
2020
Q4 | $4.5M | Sell |
38,933
-3,488
| -8% | -$405K | 1.38% | 24 |
|
|
2020
Q3 | $4.9M | Buy |
42,421
+5,910
| +16% | +$659K | 1.72% | 10 |
|
|
2020
Q2 | $3.86M | Sell |
36,511
-12,865
| -26% | -$1.45M | 1.44% | 40 |
|
|
2020
Q1 | $5.48M | Sell |
49,376
-17,346
| -26% | -$1.85M | 2.3% | 11 |
|
|
2019
Q4 | $6.95M | Buy |
66,722
+3,053
| +5% | +$323K | 1.55% | 36 |
|
|
2019
Q3 | $7M | Buy |
63,669
+47,742
| +300% | +$5.32M | 1.75% | 23 |
|
|
2019
Q2 | $1.83M | Sell |
15,927
-33,693
| -68% | -$4.11M | 1.01% | 30 |
|
|
2019
Q1 | $5.78M | Buy |
+49,620
| New | +$5.19M | 2.51% | 6 |
|
Other funds holding SJM
VCM
VPM
