Stifel Financial’s J.M. Smucker SJM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
109,086
-63,614
| -37% | -$6.25M | 0.01% | 849 |
|
|
2025
Q1 | $20.5M | Buy |
172,700
+25,267
| +17% | +$2.99M | 0.02% | 548 |
|
|
2024
Q4 | $16.2M | Sell |
147,433
-22,028
| -13% | -$2.43M | 0.02% | 652 |
|
|
2024
Q3 | $20.5M | Buy |
169,461
+21,226
| +14% | +$2.57M | 0.02% | 567 |
|
|
2024
Q2 | $16.2M | Buy |
148,235
+1,956
| +1% | +$213K | 0.02% | 618 |
|
|
2024
Q1 | $18.4M | Buy |
146,279
+23,586
| +19% | +$2.97M | 0.02% | 582 |
|
|
2023
Q4 | $15.5M | Sell |
122,693
-6,385
| -5% | -$807K | 0.02% | 612 |
|
|
2023
Q3 | $15.9M | Buy |
129,078
+5,957
| +5% | +$732K | 0.02% | 553 |
|
|
2023
Q2 | $18.2M | Sell |
123,121
-9,735
| -7% | -$1.44M | 0.02% | 510 |
|
|
2023
Q1 | $20.9M | Sell |
132,856
-2,674,644
| -95% | -$421M | 0.03% | 445 |
|
|
2022
Q4 | $445M | Buy |
2,807,500
+53,642
| +2% | +$8.5M | 0.67% | 27 |
|
|
2022
Q3 | $378M | Buy |
2,753,858
+86,996
| +3% | +$12M | 0.62% | 32 |
|
|
2022
Q2 | $341M | Buy |
2,666,862
+71,692
| +3% | +$9.18M | 0.53% | 40 |
|
|
2022
Q1 | $351M | Buy |
2,595,170
+89,043
| +4% | +$12.1M | 0.48% | 43 |
|
|
2021
Q4 | $340M | Buy |
2,506,127
+107,678
| +4% | +$14.6M | 0.45% | 50 |
|
|
2021
Q3 | $288M | Buy |
2,398,449
+112,218
| +5% | +$13.5M | 0.42% | 57 |
|
|
2021
Q2 | $296M | Buy |
2,286,231
+94,647
| +4% | +$12.3M | 0.44% | 53 |
|
|
2021
Q1 | $277M | Buy |
2,191,584
+130,965
| +6% | +$16.6M | 0.46% | 53 |
|
|
2020
Q4 | $238M | Buy |
2,060,619
+133,124
| +7% | +$15.4M | 0.43% | 58 |
|
|
2020
Q3 | $223M | Buy |
1,927,495
+115,765
| +6% | +$13.4M | 0.46% | 53 |
|
|
2020
Q2 | $192M | Buy |
1,811,730
+184,206
| +11% | +$19.5M | 0.44% | 59 |
|
|
2020
Q1 | $181M | Buy |
1,627,524
+112,477
| +7% | +$12.5M | 0.5% | 46 |
|
|
2019
Q4 | $157M | Buy |
1,515,047
+670,499
| +79% | +$69.6M | 0.33% | 81 |
|
|
2019
Q3 | $93.1M | Buy |
844,548
+121,786
| +17% | +$13.4M | 0.24% | 111 |
|
|
2019
Q2 | $83M | Buy |
722,762
+15,965
| +2% | +$1.83M | 0.21% | 124 |
|
|
2019
Q1 | $82.4M | Buy |
706,797
+113,370
| +19% | +$13.2M | 0.23% | 114 |
|
|
2018
Q4 | $55.4M | Buy |
593,427
+744
| +0.1% | +$69.4K | 0.18% | 142 |
|
|
2018
Q3 | $60.7M | Buy |
592,683
+7,355
| +1% | +$754K | 0.17% | 142 |
|
|
2018
Q2 | $62.9M | Buy |
585,328
+20,561
| +4% | +$2.21M | 0.19% | 127 |
|
|
2018
Q1 | $69.7M | Buy |
564,767
+9,135
| +2% | +$1.13M | 0.22% | 111 |
|
|
2017
Q4 | $68.6M | Buy |
555,632
+50,609
| +10% | +$6.25M | 0.22% | 111 |
|
|
2017
Q3 | $53M | Buy |
505,023
+119,944
| +31% | +$12.6M | 0.18% | 133 |
|
|
2017
Q2 | $45.5M | Buy |
385,079
+17,600
| +5% | +$2.08M | 0.17% | 141 |
|
|
2017
Q1 | $48M | Buy |
367,479
+42,464
| +13% | +$5.55M | 0.19% | 126 |
|
|
2016
Q4 | $41.6M | Buy |
325,015
+74,477
| +30% | +$9.54M | 0.18% | 134 |
|
|
2016
Q3 | $34M | Buy |
250,538
+20,141
| +9% | +$2.73M | 0.15% | 161 |
|
|
2016
Q2 | $35.1M | Buy |
230,397
+27,309
| +13% | +$4.16M | 0.16% | 139 |
|
|
2016
Q1 | $26.4M | Sell |
203,088
-24,490
| -11% | -$3.18M | 0.14% | 164 |
|
|
2015
Q4 | $28.1M | Sell |
227,578
-4,746
| -2% | -$585K | 0.15% | 157 |
|
|
2015
Q3 | $26.5M | Sell |
232,324
-1,081
| -0.5% | -$123K | 0.15% | 164 |
|
|
2015
Q2 | $25.3M | Buy |
233,405
+6,145
| +3% | +$665K | 0.13% | 177 |
|
|
2015
Q1 | $26.3M | Buy |
227,260
+23,748
| +12% | +$2.75M | 0.14% | 171 |
|
|
2014
Q4 | $20.5M | Buy |
203,512
+49,619
| +32% | +$5.01M | 0.11% | 224 |
|
|
2014
Q3 | $15.2M | Buy |
153,893
+5,434
| +4% | +$538K | 0.13% | 190 |
|
|
2014
Q2 | $15.8M | Buy |
148,459
+127,911
| +622% | +$13.6M | 0.14% | 185 |
|
|
2014
Q1 | $2M | Buy |
+20,548
| New | +$2M | 0.02% | 750 |
|