Back to SJM
PRINCIPAL FINANCIAL GROUP INC → SJM
PRINCIPAL FINANCIAL GROUP INC SJM Position History
The J. M. Smucker Company • Consumer Defensive
Quarters held
10
Latest value
$14.7M
Q3 2026
Peak value
$14.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $409K |
| Q3 2025 | $12.4M |
| Q4 2025 | $11.2M |
| Q4 2025 | $277K |
| Q1 2026 | $11.2M |
| Q1 2026 | $268K |
| Q2 2026 | $13M |
| Q2 2026 | $126K |
| Q3 2026 | $187K |
| Q3 2026 | $14.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14.7M | 123.8K | — | — |
| Q3 2026 | $187K | 1.6K | — | — |
| Q2 2026 | $126K | 1.1K | — | — |
| Q2 2026 | $13M | 115.2K | — | — |
| Q1 2026 | $268K | 2.8K | — | — |
| Q1 2026 | $11.2M | 116.0K | — | — |
| Q4 2025 | $277K | 2.8K | — | — |
| Q4 2025 | $11.2M | 114.8K | — | — |
| Q3 2025 | $12.4M | 114.3K | — | — |
| Q3 2025 | $409K | 3.8K | — | — |
Other funds holding SJM
$739.5M
$739.5M
$626.5M
$356.6M
$262.9M
$242M
$242M
$228.9M