Wedgewood Investors’s J.M. Smucker SJM Stock Holding History

Wedgewood Investors’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$223K	Sell	2,267 -4	-0.2%	-$393	0.26%	93
2025 Q1	$269K	Sell	2,271 -50	-2%	-$5.92K	0.32%	81
2024 Q4	$256K	Hold	2,321	–	–	0.3%	84
2024 Q3	$281K	Buy	2,321 +1	+0%	+$121	0.31%	81
2024 Q2	$253K	Buy	+2,320	New	+$253K	0.3%	85
2023 Q4	$293K	Hold	2,316	–	–	0.36%	74
2023 Q3	$285K	Sell	2,316 -199	-8%	-$24.5K	0.39%	73
2023 Q2	$371K	Hold	2,515	–	–	0.48%	63
2023 Q1	$396K	Sell	2,515 -300	-11%	-$47.2K	0.52%	59
2022 Q4	$446K	Hold	2,815	–	–	0.59%	51
2022 Q3	$387K	Hold	2,815	–	–	0.6%	48
2022 Q2	$360K	Hold	2,815	–	–	0.51%	57
2022 Q1	$381K	Hold	2,815	–	–	0.46%	65
2021 Q4	$382K	Sell	2,815 -500	-15%	-$67.9K	0.45%	65
2021 Q3	$398K	Hold	3,315	–	–	0.52%	61
2021 Q2	$430K	Hold	3,315	–	–	0.54%	56
2021 Q1	$420K	Hold	3,315	–	–	0.52%	57
2020 Q4	$383K	Hold	3,315	–	–	0.5%	56
2020 Q3	$383K	Buy	3,315 +615	+23%	+$71.1K	0.57%	51
2020 Q2	$286K	Hold	2,700	–	–	0.46%	64
2020 Q1	$300K	Hold	2,700	–	–	0.58%	49
2019 Q4	$281K	Hold	2,700	–	–	0.4%	72
2019 Q3	$297K	Hold	2,700	–	–	0.44%	66
2019 Q2	$311K	Hold	2,700	–	–	0.45%	66
2019 Q1	$315K	Hold	2,700	–	–	0.49%	63
2018 Q4	$252K	Hold	2,700	–	–	0.46%	68
2018 Q3	$277K	Hold	2,700	–	–	0.44%	69
2018 Q2	$290K	Hold	2,700	–	–	0.5%	64
2018 Q1	$335K	Hold	2,700	–	–	0.29%	77
2017 Q4	$335K	Hold	2,700	–	–	0.27%	83
2017 Q3	$283K	Hold	2,700	–	–	0.24%	93
2017 Q2	$320K	Hold	2,700	–	–	0.28%	85
2017 Q1	$354K	Hold	2,700	–	–	0.31%	74
2016 Q4	$346K	Hold	2,700	–	–	0.32%	71
2016 Q3	$366K	Hold	2,700	–	–	0.34%	67
2016 Q2	$412K	Hold	2,700	–	–	0.39%	57
2016 Q1	$351K	Hold	2,700	–	–	0.35%	64
2015 Q4	$333K	Hold	2,700	–	–	0.34%	68
2015 Q3	$308K	Hold	2,700	–	–	0.31%	76
2015 Q2	$293K	Hold	2,700	–	–	0.28%	86
2015 Q1	$312K	Hold	2,700	–	–	0.3%	84
2014 Q4	$273K	Hold	2,700	–	–	0.27%	86
2014 Q3	$267K	Hold	2,700	–	–	0.28%	85
2014 Q2	$288K	Hold	2,700	–	–	0.3%	82
2014 Q1	$263K	Hold	2,700	–	–	0.28%	87
2013 Q4	$280K	Buy	2,700 +500	+23%	+$51.9K	0.31%	83
2013 Q3	$231K	Buy	2,200 +100	+5%	+$10.5K	0.27%	99
2013 Q2	$217K	Buy	+2,100	New	+$217K	0.28%	96