SJM — SMUCKER J M CO

Ownership history in Activest Wealth Management  ·  3 quarters on record

This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in SMUCKER J M CO (SJM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 15 +7 +87.5% 0.00% $2K $106.45
2025 Q2 ADDED 8 +3 +60.0% 0.00% $786 $95.31
2025 Q1 INITIATED 5 — — 0.00% $592 $113.82
% of Fund (quarterly)    SJM price (monthly, adj. close)

Other funds also holding SJM

As of 2025 Q4 — sorted by position size

SPEECE THORSON CAPITAL GROUP INC 3Y 7Y 2.74% Night Squared LP 2.69% STALEY CAPITAL ADVISERS INC 3Y 7Y 2.19% ARIEL INVESTMENTS, LLC 3Y 7Y 1.7% Sage Capital Advisors,llc 3Y 7Y 1.62% Weaver C. Barksdale & Associates, Inc. 3Y 7Y 1.31% apricus wealth, LLC 3Y 1.31% Dorato Capital Management 1.26% REIK & CO., LLC 3Y 7Y 1.24% Nearwater Capital Markets, Ltd 1.14%
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