STALEY CAPITAL ADVISERS’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 | $62.7M | Buy |
638,687
+86,912
| +16% | +$8.53M | 2.67% | 10 |
|
|
2025
Q1 | $65.3M | Buy |
551,775
+44,450
| +9% | +$5.26M | 2.96% | 9 |
|
|
2024
Q4 | $55.9M | Buy |
507,325
+9,150
| +2% | +$1.01M | 2.48% | 13 |
|
|
2024
Q3 | $60.3M | Sell |
498,175
-950
| -0.2% | -$115K | 2.7% | 11 |
|
|
2024
Q2 | $54.4M | Buy |
+499,125
| New | +$54.4M | 2.5% | 13 |
|
|
2023
Q3 | – | Sell |
-1,378
| Closed | -$203K | – | 182 |
|
|
2023
Q2 | $203K | Hold |
1,378
| – | – | 0.01% | 170 |
|
|
2023
Q1 | $217K | Hold |
1,378
| – | – | 0.01% | 166 |
|
|
2022
Q4 | $218K | Buy |
+1,378
| New | +$218K | 0.01% | 153 |
|