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Vest Financial, LLC SJM Position History
The J. M. Smucker Company • Consumer Defensive
Quarters held
10
Latest value
$49.1M
Q3 2026
Peak value
$56.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $666K |
| Q3 2025 | $54.1M |
| Q4 2025 | $45.4M |
| Q4 2025 | $638K |
| Q1 2026 | $48.2M |
| Q1 2026 | $693K |
| Q2 2026 | $56.2M |
| Q2 2026 | $810K |
| Q3 2026 | $286K |
| Q3 2026 | $49.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $49.1M | 412.7K | — | — |
| Q3 2026 | $286K | 2.4K | — | — |
| Q2 2026 | $810K | 7.2K | — | — |
| Q2 2026 | $56.2M | 500.0K | — | — |
| Q1 2026 | $693K | 7.2K | — | — |
| Q1 2026 | $48.2M | 499.6K | — | — |
| Q4 2025 | $638K | 6.5K | — | — |
| Q4 2025 | $45.4M | 464.4K | — | — |
| Q3 2025 | $54.1M | 498.6K | — | — |
| Q3 2025 | $666K | 6.1K | — | — |
Other funds holding SJM
$739.5M
$739.5M
$626.5M
$356.6M
$262.9M
$242M
$242M
$228.9M