Smithfield Trust’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
$159K Hold
1,615
0.01% 379
2025
Q1
$191K Buy
1,615
+126
+8% +$14.9K 0.01% 348
2024
Q4
$163K Hold
1,489
0.01% 372
2024
Q3
$181K Hold
1,489
0.01% 356
2024
Q2
$163K Hold
1,489
0.01% 354
2024
Q1
$187K Hold
1,489
0.01% 339
2023
Q4
$187K Sell
1,489
-100
-6% -$12.6K 0.01% 326
2023
Q3
$195K Sell
1,589
-108
-6% -$13.3K 0.01% 298
2023
Q2
$252K Hold
1,697
0.02% 277
2023
Q1
$268K Buy
1,697
+108
+7% +$17.1K 0.02% 258
2022
Q4
$252K Sell
1,589
-8
-0.5% -$1.27K 0.02% 259
2022
Q3
$220K Hold
1,597
0.02% 262
2022
Q2
$205K Hold
1,597
0.01% 278
2022
Q1
$217K Hold
1,597
0.01% 298
2021
Q4
$217K Hold
1,597
0.01% 314
2021
Q3
$192K Hold
1,597
0.01% 327
2021
Q2
$207K Hold
1,597
0.01% 311
2021
Q1
$202K Hold
1,597
0.01% 307
2020
Q4
$185K Buy
1,597
+24
+2% +$2.78K 0.01% 322
2020
Q3
$182K Sell
1,573
-116
-7% -$13.4K 0.01% 297
2020
Q2
$179K Sell
1,689
-202
-11% -$21.4K 0.02% 289
2020
Q1
$210K Hold
1,891
0.02% 225
2019
Q4
$197K Sell
1,891
-250
-12% -$26K 0.02% 277
2019
Q3
$236K Hold
2,141
0.02% 247
2019
Q2
$247K Sell
2,141
-41
-2% -$4.73K 0.03% 228
2019
Q1
$254K Hold
2,182
0.03% 211
2018
Q4
$204K Sell
2,182
-25
-1% -$2.34K 0.02% 225
2018
Q3
$227K Sell
2,207
-389
-15% -$40K 0.02% 262
2018
Q2
$279K Sell
2,596
-1,715
-40% -$184K 0.03% 217
2018
Q1
$535K Buy
4,311
+27
+0.6% +$3.35K 0.06% 151
2017
Q4
$532K Buy
4,284
+300
+8% +$37.3K 0.07% 163
2017
Q3
$418K Sell
3,984
-307
-7% -$32.2K 0.06% 177
2017
Q2
$508K Buy
4,291
+802
+23% +$94.9K 0.07% 149
2017
Q1
$457K Sell
3,489
-107
-3% -$14K 0.07% 161
2016
Q4
$460K Buy
3,596
+401
+13% +$51.3K 0.08% 162
2016
Q3
$433K Hold
3,195
0.08% 150
2016
Q2
$487K Buy
3,195
+213
+7% +$32.5K 0.09% 137
2016
Q1
$387K Sell
2,982
-20
-0.7% -$2.6K 0.08% 164
2015
Q4
$370K Hold
3,002
0.08% 164
2015
Q3
$342K Hold
3,002
0.07% 175
2015
Q2
$325K Sell
3,002
-265
-8% -$28.7K 0.06% 191
2015
Q1
$378K Hold
3,267
0.07% 196
2014
Q4
$330K Buy
3,267
+820
+34% +$82.8K 0.07% 216
2014
Q3
$242K Hold
2,447
0.05% 271
2014
Q2
$261K Hold
2,447
0.05% 263
2014
Q1
$238K Buy
2,447
+367
+18% +$35.7K 0.05% 292
2013
Q4
$216K Hold
2,080
0.04% 317
2013
Q3
$218K Hold
2,080
0.05% 299
2013
Q2
$215K Buy
+2,080
New +$215K 0.05% 288