SJM β€” SMUCKER J M CO

Ownership history in Clark & Stuart, Inc  Β·  6 quarters on record

AI Ownership Summary

Clark & Stuart, Inc reported SMUCKER J M CO (SJM) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 6.25% in 2025 Q1. The latest visible filing shows SJM at 4.41% 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.

What this SJM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Clark & Stuart, Inc's position in SMUCKER J M 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
2026 Q1

SJM was reported at 4.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.25% in 2025 Q1

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

Time in book
Holding Window
2024 Q4 to 2026 Q1

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 Clark & Stuart, Inc held SJM β€” position size vs. price
% of Fund (quarterly)    SJM price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 67,932 -1,044 -1.5% 4.41% $6.6M 2026-04-13 $89.53
2025 Q4 REDUCED 68,976 -4,434 -6.0% 4.65% $6.7M 2026-01-07 $94.53
2025 Q3 REDUCED 73,410 -1,625 -2.2% 5.70% $8.0M 2025-10-15 $101.47
2025 Q2 ADDED 75,035 +2,601 +3.6% 5.55% $7.4M 2025-07-23 $105.91
2025 Q1 ADDED 72,434 +2,811 +4.0% 6.25% $8.6M 2025-04-21 $111.41
2024 Q4 INITIATED 69,623 β€” β€” 5.61% $7.7M 2025-01-13 $97.20

FAQ About Clark & Stuart, 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 Clark & Stuart, Inc reported owning SJM?

Clark & Stuart, Inc reported SJM across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported SJM position in Clark & Stuart, Inc's portfolio?

The largest reported portfolio weight for SJM was 6.25% in 2025 Q1.

What is the latest reported SJM position on this page?

The most recent filing on this page is 2026 Q1, when Clark & Stuart, Inc reported 67,932 shares, equal to 4.41% of portfolio, with an estimated market value of $6.6M.

What does the chart on this SJM ownership page compare?

The chart compares Clark & Stuart, 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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