A detailed history of Williams Jones Wealth Management, Llc. transactions in J M Smucker CO stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 7,366 shares of SJM stock, worth $849,005. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,366
Previous 7,969 7.57%
Holding current value
$849,005
Previous $1 Million 19.94%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024

SELL
$107.47 - $124.73 $64,804 - $75,212
-603 Reduced 7.57%
7,366 $803,000
Q1 2024

May 07, 2024

SELL
$117.54 - $133.74 $20,687 - $23,538
-176 Reduced 2.16%
7,969 $1 Million
Q4 2023

Feb 14, 2024

SELL
$108.2 - $126.74 $25,427 - $29,783
-235 Reduced 2.8%
8,145 $1.03 Million
Q3 2023

Nov 14, 2023

SELL
$122.91 - $153.13 $2,458 - $3,062
-20 Reduced 0.24%
8,380 $1.03 Million
Q2 2023

Aug 14, 2023

BUY
$144.9 - $158.71 $10,577 - $11,585
73 Added 0.88%
8,400 $1.24 Million
Q1 2023

May 15, 2023

BUY
$145.25 - $162.58 $12,491 - $13,981
86 Added 1.04%
8,327 $1.31 Million
Q2 2022

Aug 15, 2022

BUY
$122.22 - $145.01 $512,224 - $607,736
4,191 Added 103.48%
8,241 $1.06 Million
Q1 2022

May 16, 2022

SELL
$126.32 - $145.35 $12,632 - $14,535
-100 Reduced 2.41%
4,050 $548,000
Q3 2021

Nov 15, 2021

SELL
$119.11 - $135.61 $714 - $813
-6 Reduced 0.14%
4,150 $498,000
Q2 2021

Aug 16, 2021

BUY
$126.25 - $139.82 $757 - $838
6 Added 0.14%
4,156 $538,000
Q1 2021

May 17, 2021

BUY
$111.23 - $131.05 $5,561 - $6,552
50 Added 1.22%
4,150 $525,000
Q4 2020

Feb 16, 2021

BUY
$111.24 - $120.11 $44,496 - $48,044
400 Added 10.81%
4,100 $474,000
Q4 2019

Feb 14, 2020

BUY
$101.51 - $108.4 $7,613 - $8,130
75 Added 2.07%
3,700 $385,000
Q3 2019

Nov 14, 2019

BUY
$102.83 - $119.73 $372,758 - $434,021
3,625 New
3,625 $399,000

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 $12.3B
  • 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 Williams Jones Wealth Management, Llc. Portfolio

Follow Williams Jones Wealth Management, Llc. 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 Williams Jones Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Williams Jones Wealth Management, Llc. with notifications on news.