RGC
SJM icon

Roberts, Glore & Co’s J.M. Smucker SJM Stock Holding History

Roberts, Glore & Co’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,963
Closed -$232K – 211
2025
Q1 		$232K Sell
1,963
-100
-5% -$10.8K 0.07% 186
2024
Q4 		$227K Sell
2,063
-50
-2% -$5.75K 0.07% 192
2024
Q3 		$256K Hold
2,113
– – 0.07% 186
2024
Q2 		$230K Buy
2,113
+20
+1% +$2.26K 0.07% 188
2024
Q1 		$263K Sell
2,093
-100
-5% -$12.7K 0.08% 176
2023
Q4 		$277K Sell
2,193
-50
-2% -$5.79K 0.09% 173
2023
Q3 		$276K Sell
2,243
-305
-12% -$43.3K 0.09% 160
2023
Q2 		$376K Hold
2,548
– – 0.12% 135
2023
Q1 		$401K Sell
2,548
-100
-4% -$15.2K 0.13% 133
2022
Q4 		$420K Sell
2,648
-445
-14% -$66.3K 0.15% 121
2022
Q3 		$425K Sell
3,093
-325
-10% -$44.3K 0.15% 124
2022
Q2 		$438K Sell
3,418
-227
-6% -$30.3K 0.15% 128
2022
Q1 		$494K Sell
3,645
-350
-9% -$47.7K 0.14% 129
2021
Q4 		$543K Buy
3,995
+100
+3% +$12.8K 0.14% 123
2021
Q3 		$468K Hold
3,895
– – 0.14% 128
2021
Q2 		$505K Sell
3,895
-496
-11% -$65.9K 0.15% 120
2021
Q1 		$556K Sell
4,391
-441
-9% -$52.1K 0.17% 117
2020
Q4 		$558K Sell
4,832
-16
-0.3% -$1.86K 0.18% 116
2020
Q3 		$560K Sell
4,848
-275
-5% -$30.7K 0.2% 109
2020
Q2 		$542K Sell
5,123
-240
-4% -$27K 0.21% 96
2020
Q1 		$595K Sell
5,363
-75
-1% -$8.02K 0.25% 88
2019
Q4 		$566K Buy
5,438
+2,460
+83% +$260K 0.22% 100
2019
Q3 		$328K Hold
2,978
– – 0.2% 108
2019
Q2 		$343K Hold
2,978
– – 0.21% 107
2019
Q1 		$347K Hold
2,978
– – 0.22% 103
2018
Q4 		$278K Buy
2,978
+110
+4% +$11.5K 0.2% 107
2018
Q3 		$294K Buy
2,868
+70
+3% +$7.64K 0.17% 122
2018
Q2 		$301K Buy
2,798
+50
+2% +$5.61K 0.18% 120
2018
Q1 		$341K Hold
2,748
– – 0.21% 109
2017
Q4 		$341K Buy
2,748
+70
+3% +$7.78K 0.21% 108
2017
Q3 		$281K Buy
2,678
+170
+7% +$19.4K 0.18% 115
2017
Q2 		$297K Buy
2,508
+65
+3% +$8.21K 0.2% 111
2017
Q1 		$320K Sell
2,443
-200
-8% -$27.2K 0.22% 105
2016
Q4 		$338K Hold
2,643
– – 0.24% 100
2016
Q3 		$358K Sell
2,643
-15
-0.6% -$2.2K 0.26% 96
2016
Q2 		$405K Sell
2,658
-312
-11% -$41.5K 0.31% 83
2016
Q1 		$386K Sell
2,970
-630
-18% -$79.4K 0.29% 85
2015
Q4 		$444K Sell
3,600
-50
-1% -$5.96K 0.34% 82
2015
Q3 		$416K Hold
3,650
– – 0.32% 83
2015
Q2 		$396K Hold
3,650
– – 0.28% 91
2015
Q1 		$422K Sell
3,650
-34
-0.9% -$3.73K 0.29% 87
2014
Q4 		$372K Buy
3,684
+134
+4% +$13.6K 0.25% 94
2014
Q3 		$351K Sell
3,550
-100
-3% -$10.3K 0.24% 100
2014
Q2 		$389K Buy
3,650
+720
+25% +$72.3K 0.26% 92
2014
Q1 		$285K Buy
+2,930
New +$285K 0.2% 116

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Roberts, Glore & Co's SJM Position: Q2 2025 in Review

Roberts, Glore & Co sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 1,963 shares — an estimated $232K sold.

Roberts, Glore & Co first reported a position in SJM in Q1 2014 and held it in 45 quarters. The position peaked at $595K in Q1 2020. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.

  • Roberts, Glore & Co reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
  • Roberts, Glore & Co sold 1,963 J.M. Smucker shares in Q2 2025, an estimated $232K.
  • Roberts, Glore & Co first reported a position in J.M. Smucker in Q1 2014 and held it in 45 quarters.
  • Roberts, Glore & Co's J.M. Smucker position peaked at $595K in Q1 2020.
  • 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.

Based on Roberts, Glore & Co's 13F filing for Q2 2025, filed 7 Aug 2025.