United Services Automobile Association’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 Q2	–	Sell	-2,179	Closed	-$253K	–	858
2025 Q1	$253K	Buy	+2,179	New	+$235K	0.01%	910
2019 Q4	–	Sell	-2,259	Closed	-$249K	–	403
2019 Q3	$249K	Sell	2,259 -87,593	-97%	-$9.76M	﹤0.01%	388
2019 Q2	$10.3M	Sell	89,852 -2,428	-3%	-$296K	0.03%	536
2019 Q1	$10.8M	Buy	92,280 +1,440	+2%	+$151K	0.03%	510
2018 Q4	$8.49M	Sell	90,840 -511	-0.6%	-$53.4K	0.02%	551
2018 Q3	$9.37M	Buy	91,351 +1,016	+1%	+$111K	0.02%	600
2018 Q2	$9.71M	Buy	90,335 +21,810	+32%	+$2.45M	0.03%	565
2018 Q1	$8.5M	Sell	68,525 -4,055	-6%	-$506K	0.02%	598
2017 Q4	$9.02M	Buy	72,580 +5,873	+9%	+$653K	0.02%	570
2017 Q3	$7M	Buy	66,707 +10,025	+18%	+$1.15M	0.02%	667
2017 Q2	$6.71M	Buy	56,682 +14,425	+34%	+$1.82M	0.02%	662
2017 Q1	$5.54M	Sell	42,257 -2,285	-5%	-$311K	0.02%	703
2016 Q4	$5.7M	Buy	44,542 +1,600	+4%	+$207K	0.02%	696
2016 Q3	$5.82M	Buy	42,942 +5,456	+15%	+$801K	0.02%	663
2016 Q2	$5.71M	Buy	37,486 +323	+0.9%	+$43K	0.02%	648
2016 Q1	$4.83M	Buy	37,163 +1,192	+3%	+$150K	0.02%	695
2015 Q4	$4.44M	Buy	35,971 +4,887	+16%	+$582K	0.02%	726
2015 Q3	$3.55M	Buy	31,084 +3,034	+11%	+$338K	0.01%	775
2015 Q2	$3.04M	Sell	28,050 -1,319	-4%	-$153K	0.01%	871
2015 Q1	$3.4M	Buy	29,369 +1,296	+5%	+$142K	0.01%	834
2014 Q4	$2.83M	Hold	28,073	–	–	0.01%	869
2014 Q3	$2.78M	Hold	28,073	–	–	0.01%	857
2014 Q2	$2.99M	Hold	28,073	–	–	0.01%	844
2014 Q1	$2.73M	Sell	28,073 -1,193	-4%	-$116K	0.01%	856
2013 Q4	$3.03M	Sell	29,266 -101,287	-78%	-$10.7M	0.01%	832
2013 Q3	$13.7M	Buy	130,553 +1,379	+1%	+$149K	0.06%	326
2013 Q2	$13.3M	Buy	+129,174	New	+$13.2M	0.06%	322