SJM JM SMUCKER CO/THE-NEW COM

Ownership history in Coastline Trust Co  ·  43 quarters on record

AI Ownership Summary

Coastline Trust Co reported JM SMUCKER CO/THE-NEW COM (SJM) in 43 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.04% in 2023 Q4. The latest visible filing shows SJM at 0.01% 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 Coastline Trust Co's position in JM SMUCKER CO/THE-NEW COM, 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 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% 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 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 Coastline Trust Co held SJM — position size vs. price
% of Fund (quarterly)    SJM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 1,250 0% 0.01% $121K 2026-05-15 (Est.) $95.22
2025 Q4 UNCHANGED 1,250 0% 0.01% $122K 2026-01-05 $93.62
2025 Q3 UNCHANGED 1,250 0% 0.01% $136K 2025-10-21 $102.67
2025 Q2 UNCHANGED 1,250 0% 0.01% $123K 2025-07-17 $105.69
2025 Q1 REDUCED 1,250 -220 -15.0% 0.02% $148K 2025-04-28 $109.60
2024 Q4 REDUCED 1,470 -750 -33.8% 0.02% $162K 2025-02-13 $100.06
2024 Q3 UNCHANGED 2,220 0% 0.03% $269K 2024-11-06 $108.92
2024 Q2 UNCHANGED 2,220 0% 0.03% $242K 2024-07-15 $108.65
2024 Q1 REDUCED 2,220 -340 -13.3% 0.03% $279K 2024-04-26 $105.07
2023 Q4 UNCHANGED 2,560 0% 0.04% $324K 2024-01-23 $120.36
33 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Coastline Trust Co and SJM

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

How long has Coastline Trust Co reported owning SJM?

Coastline Trust Co reported SJM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SJM position in Coastline Trust Co's portfolio?

The largest reported portfolio weight for SJM was 0.04% in 2023 Q4.

What is the latest reported SJM position on this page?

The most recent filing on this page is 2026 Q1, when Coastline Trust Co reported 1,250 shares, equal to 0.01% of portfolio, with an estimated market value of $121K.

What does the chart on this SJM ownership page compare?

The chart compares Coastline Trust Co'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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