A detailed history of Caldwell Trust CO transactions in J M Smucker CO stock. As of the latest transaction made, Caldwell Trust CO holds 1,525 shares of SJM stock, worth $163,266. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,525
Previous 525 190.48%
Holding current value
$163,266
Previous $51.6 Million 221.24%
% of portfolio
0.02%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025

BUY
$102.24 - $113.2 $102,240 - $113,200
1,000 Added 190.48%
1,525 $166 Million
Q2 2025

Sep 22, 2025

BUY
$94.41 - $118.52 $49,565 - $62,223
525 New
525 $51.6 Million
Q3 2024

Sep 24, 2025

SELL
$109.12 - $122.4 $27,607 - $30,967
-253 Reduced 32.52%
525 $63.6 Million
Q2 2024

Sep 24, 2025

SELL
$107.47 - $124.73 $8,167 - $9,479
-76 Reduced 8.9%
778 $84.8 Million
Q1 2024

Sep 24, 2025

BUY
$117.54 - $133.74 $38,670 - $44,000
329 Added 62.67%
854 $107 Million
Q1 2023

Oct 01, 2025

BUY
$145.25 - $162.58 $84,535 - $94,621
582 Added 110.86%
1,107 $174 Million
Q3 2022

Oct 01, 2025

BUY
$128.74 - $144.13 $74,926 - $83,883
582 Added 110.86%
1,107 $152 Million
Q1 2022

Oct 01, 2025

BUY
$126.32 - $145.35 $73,518 - $84,593
582 Added 110.86%
1,107 $150 Million
Q4 2021

Oct 02, 2025

BUY
$119.69 - $138.91 $30,281 - $35,144
253 Added 29.63%
1,107 $150 Million
Q1 2021

Oct 02, 2025

BUY
$111.23 - $131.05 $36,594 - $43,115
329 Added 62.67%
854 $108 Million
Q4 2020

Oct 02, 2025

BUY
$111.24 - $120.11 $8,454 - $9,128
76 Added 14.48%
601 $69.5 Million
Q2 2020

Oct 02, 2025

SELL
$103.01 - $121.62 $5,150 - $6,081
-50 Reduced 9.82%
459 $48.6 Million
Q1 2020

Oct 02, 2025

SELL
$95.79 - $118.86 $1,532 - $1,901
-16 Reduced 3.05%
509 $56.5 Million
Q4 2019

Oct 06, 2025

BUY
$101.51 - $108.4 $1,827 - $1,951
18 Added 3.43%
543 $56.5 Million

Others Institutions Holding SJM

About J M SMUCKER Co


  • Ticker SJM
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Packaged Foods
  • Shares Outstandng 106,557,000
  • Market Cap $11.4B
  • Description
  • The J. M. Smucker Company manufactures and markets branded food and beverage products worldwide. It operates in three segments: U.S. Retail Pet Foods, U.S. Retail Coffee, and U.S. Retail Consumer Foods. The company offers mainstream roast, ground, single serve, and premium coffee; peanut butter and specialty spreads; fruit spreads, shortening an...
More about SJM
Track This Portfolio

Track Caldwell Trust CO Portfolio

Follow Caldwell Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Caldwell Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Trust CO with notifications on news.