SJM β€” J M SMUCKER CO

Ownership history in Borer Denton & Associates, Inc.  Β·  8 quarters on record

AI Ownership Summary

Borer Denton & Associates, Inc. reported J M SMUCKER CO (SJM) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.1% in 2023 Q4. The latest visible filing shows SJM at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SJM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Borer Denton & Associates, Inc.'s position in J M SMUCKER CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SJM was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.1% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Borer Denton & Associates, Inc. held SJM β€” position size vs. price
% of Fund (quarterly)    SJM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 2,000 β€” 0% 0.07% $217K 2025-10-16 $101.83
2025 Q1 UNCHANGED 2,000 β€” 0% 0.08% $237K 2025-05-15 $108.28
2024 Q4 UNCHANGED 2,000 β€” 0% 0.08% $220K 2025-02-12 $98.83
2024 Q3 UNCHANGED 2,000 β€” 0% 0.08% $242K 2024-11-12 $105.50
2024 Q2 UNCHANGED 2,000 β€” 0% 0.08% $218K 2024-08-13 $110.48
2024 Q1 UNCHANGED 2,000 β€” 0% 0.09% $252K 2024-04-25 $106.53
2023 Q4 UNCHANGED 2,000 β€” 0% 0.10% $253K 2024-02-14 $114.87
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Borer Denton & Associates, Inc. and SJM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Borer Denton & Associates, Inc. reported owning SJM?

Borer Denton & Associates, Inc. reported SJM across 7 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported SJM position in Borer Denton & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SJM was 0.10% in 2023 Q4.

What is the latest reported SJM position on this page?

The most recent filing on this page is 2025 Q3, when Borer Denton & Associates, Inc. reported 2,000 shares, equal to 0.07% of portfolio, with an estimated market value of $217K.

What does the chart on this SJM ownership page compare?

The chart compares Borer Denton & Associates, Inc.'s quarterly SJM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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