Tortoise Investment Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-218
| Closed | -$23.7K | – | 1239 |
|
|
2025
Q3 | $23.7K | Sell |
218
-11
| -5% | -$1.2K | ﹤0.01% | 491 |
|
|
2025
Q2 | $22.5K | Buy |
229
+14
| +7% | +$1.54K | ﹤0.01% | 491 |
|
|
2025
Q1 | $25.4K | Buy |
215
+100
| +87% | +$10.8K | ﹤0.01% | 458 |
|
|
2024
Q4 | $12.6K | Hold |
115
| – | – | ﹤0.01% | 598 |
|
|
2024
Q3 | $13.9K | Sell |
115
-1
| -0.9% | -$118 | ﹤0.01% | 599 |
|
|
2024
Q2 | $12.6K | Sell |
116
-50
| -30% | -$5.66K | ﹤0.01% | 604 |
|
|
2024
Q1 | $20.9K | Buy |
166
+50
| +43% | +$6.33K | ﹤0.01% | 505 |
|
|
2023
Q4 | $14.6K | Hold |
116
| – | – | ﹤0.01% | 516 |
|
|
2023
Q3 | $14.2K | Hold |
116
| – | – | ﹤0.01% | 510 |
|
|
2023
Q2 | $17.1K | Hold |
116
| – | – | ﹤0.01% | 494 |
|
|
2023
Q1 | $18.2K | Hold |
116
| – | – | ﹤0.01% | 478 |
|
|
2022
Q4 | $18.4K | Hold |
116
| – | – | ﹤0.01% | 470 |
|
|
2022
Q3 | $16K | Buy |
116
+14
| +14% | +$1.91K | ﹤0.01% | 475 |
|
|
2022
Q2 | $13K | Hold |
102
| – | – | ﹤0.01% | 486 |
|
|
2022
Q1 | $14K | Hold |
102
| – | – | ﹤0.01% | 471 |
|
|
2021
Q4 | $14K | Hold |
102
| – | – | ﹤0.01% | 447 |
|
|
2021
Q3 | $12K | Hold |
102
| – | – | ﹤0.01% | 450 |
|
|
2021
Q2 | $13K | Hold |
102
| – | – | ﹤0.01% | 438 |
|
|
2021
Q1 | $13K | Hold |
102
| – | – | ﹤0.01% | 412 |
|
|
2020
Q4 | $12K | Hold |
102
| – | – | ﹤0.01% | 399 |
|
|
2020
Q3 | $12K | Hold |
102
| – | – | ﹤0.01% | 363 |
|
|
2020
Q2 | $11K | Hold |
102
| – | – | ﹤0.01% | 361 |
|
|
2020
Q1 | $11K | Hold |
102
| – | – | ﹤0.01% | 355 |
|
|
2019
Q4 | $11K | Hold |
102
| – | – | ﹤0.01% | 397 |
|
|
2019
Q3 | $11K | Hold |
102
| – | – | ﹤0.01% | 390 |
|
|
2019
Q2 | $12K | Hold |
102
| – | – | ﹤0.01% | 408 |
|
|
2019
Q1 | $12K | Hold |
102
| – | – | ﹤0.01% | 394 |
|
|
2018
Q4 | $10K | Buy |
102
+100
| +5,000% | +$10.4K | ﹤0.01% | 393 |
|
|
2018
Q3 | $0 | Buy |
+2
| New | +$218 | ﹤0.01% | 568 |
|
|
2017
Q1 | – | Sell |
-22
| Closed | -$3K | – | 511 |
|
|
2016
Q4 | $3K | Buy |
+22
| New | +$2.85K | ﹤0.01% | 436 |
|
|
2016
Q3 | – | Sell |
-67
| Closed | -$10K | – | 508 |
|
|
2016
Q2 | $10K | Buy |
+67
| New | +$8.91K | ﹤0.01% | 312 |
|
|
2014
Q3 | – | Sell |
-10
| Closed | -$1K | – | 420 |
|
|
2014
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 407 |
|
|
2013
Q4 | – | Sell |
-50
| Closed | -$5K | – | 381 |
|
|
2013
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 277 |
|
|
2013
Q2 | $5K | Buy |
+50
| New | +$5.09K | ﹤0.01% | 293 |
|
Other funds holding SJM
Tortoise Investment Management's SJM Position: Q4 2025 in Review
Tortoise Investment Management sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 218 shares — an estimated $23.7K sold.
Tortoise Investment Management first reported a position in SJM in Q2 2013 and held it in 34 quarters. The position peaked at $25.4K in Q1 2025. 821 funds tracked by Wall St. Rank hold SJM as of Q4 2025.
- Tortoise Investment Management reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 218 J.M. Smucker shares in Q4 2025, an estimated $23.7K.
- Tortoise Investment Management first reported a position in J.M. Smucker in Q2 2013 and held it in 34 quarters.
- Tortoise Investment Management's J.M. Smucker position peaked at $25.4K in Q1 2025.
- 821 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.