WestEnd Advisors’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
Q3
$434 Hold
2025
Q2
$393 Hold
2025
Q1
$474 Buy
2024
Q4
$110 Hold
2024
Q3
$121 Hold
2024
Q2
$109 Hold
2024
Q1
$126 Sell
2023
Q4
$253 Hold
2023
Q3
$246 Buy
2023
Q2
Hold
2023
Q1
Sell
2022
Q4
$158 Hold
2022
Q3
$0 Buy