WhitTier Trust Company’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
2026
Q1
$954K Sell
10,016
-737
-7% -$77.2K 0.02% 303
2025
Q4
$1.03M Buy
10,753
+751
+8% +$77.6K 0.02% 287
2025
Q3
$1.08M Sell
10,002
-3
-0% -$326 0.02% 286
2025
Q2
$982K Buy
10,005
+5
+0.1% +$550 0.02% 314
2025
Q1
$1.18M Hold
10,000
0.03% 287
2024
Q4
$1.1M Hold
10,000
0.03% 284
2024
Q3
$1.21M Hold
10,000
0.03% 274
2024
Q2
$1.09M Hold
10,000
0.03% 271
2024
Q1
$1.26M Hold
10,000
0.04% 258
2023
Q4
$1.26M Hold
10,000
0.04% 256
2023
Q3
$1.23M Hold
10,000
0.04% 256
2023
Q2
$1.48M Hold
10,000
0.05% 247
2023
Q1
$1.57M Sell
10,000
-53
-0.5% -$8.05K 0.06% 228
2022
Q4
$1.59M Buy
10,053
+53
+0.5% +$7.89K 0.06% 233
2022
Q3
$1.37M Buy
10,000
+9,999
+999,900% +$1.36M 0.06% 238
2022
Q2
$0 Buy
+1
New +$133 ﹤0.01% 1169
2020
Q1
Sell
-385
Closed -$40K 1023
2019
Q4
$40K Hold
385
﹤0.01% 636
2019
Q3
$42K Buy
+385
New +$42.9K ﹤0.01% 623
2018
Q4
Sell
-150
Closed -$15K 1081
2018
Q3
$15K Hold
150
﹤0.01% 781
2018
Q2
$16K Sell
150
-150
-50% -$16.8K ﹤0.01% 779
2018
Q1
$37K Hold
300
﹤0.01% 667
2017
Q4
$37K Hold
300
﹤0.01% 622
2017
Q3
$31K Hold
300
﹤0.01% 629
2017
Q2
$35K Hold
300
﹤0.01% 600
2017
Q1
$39K Hold
300
﹤0.01% 575
2016
Q4
$38K Hold
300
﹤0.01% 580
2016
Q3
$41K Hold
300
﹤0.01% 553
2016
Q2
$46K Hold
300
0.01% 533
2016
Q1
$39K Hold
300
﹤0.01% 565
2015
Q4
$37K Hold
300
﹤0.01% 576
2015
Q3
$34K Hold
300
﹤0.01% 590
2015
Q2
$33K Hold
300
﹤0.01% 609
2015
Q1
$35K Hold
300
﹤0.01% 598
2014
Q4
$30K Hold
300
﹤0.01% 627
2014
Q3
$30K Hold
300
﹤0.01% 623
2014
Q2
$32K Hold
300
﹤0.01% 618
2014
Q1
$29K Hold
300
﹤0.01% 646
2013
Q4
$31K Buy
300
+150
+100% +$15.9K ﹤0.01% 602
2013
Q3
$16K Hold
150
﹤0.01% 710
2013
Q2
$15K Buy
+150
New +$15.3K ﹤0.01% 700

Other funds holding SJM