SJM J M SMUCKER CO NEW

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  46 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported J M SMUCKER CO NEW (SJM) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.14% in 2023 Q4. The latest visible filing shows SJM at 0.06% 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 ROWLANDMILLER & PARTNERS.ADV's position in J M SMUCKER CO NEW, 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 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% 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 ROWLANDMILLER & PARTNERS.ADV 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 REDUCED 3,301 -160 -4.6% 0.06% $318 2026-05-15 (Est.) $95.22
2025 Q4 REDUCED 3,461 -507 -12.8% 0.07% $339K 2026-02-12 $109.91
2025 Q3 REDUCED 3,968 -685 -14.7% 0.08% $431K 2025-10-01 $106.37
2025 Q2 UNCHANGED 4,653 0% 0.09% $457K 2025-07-01 $99.92
2025 Q1 ADDED 4,653 +119 +2.6% 0.12% $551K 2025-04-15 $111.76
2024 Q4 REDUCED 4,534 -40 -0.9% 0.10% $499K 2025-02-04 $99.58
2024 Q3 REDUCED 4,574 -370 -7.5% 0.11% $554K 2024-10-23 $110.88
2024 Q2 UNCHANGED 4,944 0% 0.12% $539K 2024-07-29 $110.20
2024 Q1 UNCHANGED 4,944 0% 0.13% $622K 2024-04-08 $107.23
2023 Q4 REDUCED 4,944 -740 -13.0% 0.14% $625K 2024-01-03 $119.03
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.ADV and SJM

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

How long has ROWLANDMILLER & PARTNERS.ADV reported owning SJM?

ROWLANDMILLER & PARTNERS.ADV reported SJM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SJM position in ROWLANDMILLER & PARTNERS.ADV's portfolio?

The largest reported portfolio weight for SJM was 0.14% in 2023 Q4.

What is the latest reported SJM position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 3,301 shares, equal to 0.06% of portfolio, with an estimated market value of $318.

What does the chart on this SJM ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.ADV'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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