The J. M. Smucker Company
MX ˙ BMV ˙ US8326964058
SecurityMX:SJM / The J. M. Smucker Company
InstitutionCommonwealth Equity Services, Llc
Latest Disclosed Ownership90,243 shares
Latest Disclosed Value $ 8,826,684
Commonwealth Equity Services, Llc reports 2.13% increase in ownership of SJM / The J. M. Smucker Company

On February 12, 2026 - Commonwealth Equity Services, Llc filed a 13F-HR form disclosing ownership of 90,243 shares of The J. M. Smucker Company (MX:SJM) valued at $8,826,684 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 22, 2025 disclosing 88,358 shares of The J. M. Smucker Company. This represents a change in shares of 2.13% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-02-12 2025-12-31 13F SMUCKER J M COM NEW 832696405 90,243 1,885 2.13 8,827 97,966.67 0.0118
2025-10-22 2025-09-30 13F SMUCKER J M COM NEW 832696405 88,358 -18,814 -17.55 10 -10.00 0.0124
2025-08-06 2025-06-30 13F SMUCKER J M COM NEW 832696405 107,172 4,820 4.71 11 -16.67 0.0139
2025-05-09 2025-03-31 13F SMUCKER J M COM NEW 832696405 102,352 -1,241 -1.20 12 9.09 0.0172
2025-02-10 2024-12-31 13F SMUCKER J M COM NEW 832696405 103,593 7,149 7.41 11 0.00 0.0167
2024-10-18 2024-09-30 13F SMUCKER J M COM NEW 832696405 96,444 7,707 8.69 12 22.22 0.0177
2024-07-31 2024-06-30 13F SMUCKER J M COM NEW 832696405 88,737 7,493 9.22 10 -10.00 0.0153
2024-04-29 2024-03-31 13F SMUCKER J M COM NEW 832696405 81,244 292 0.36 10 0.00 0.0170
2024-02-06 2023-12-31 13F SMUCKER J M COM NEW 832696405 80,952 -901 -1.10 10 0.00 0.0187
2023-10-23 2023-09-30 13F SMUCKER J M COM NEW 832696405 81,853 -2,250 -2.68 10 -16.67 0.0208
2023-08-10 2023-06-30 13F SMUCKER J M COM NEW 832696405 84,103 12,362 17.23 12 9.09 0.0253
2023-05-11 2023-03-31 13F SMUCKER J M COM NEW 832696405 71,741 1,922 2.75 11 0.00 0.0237
2023-02-07 2022-12-31 13F SMUCKER J M COM NEW 832696405 69,819 1,790 2.63 11 -99.88 0.0266
2022-11-14 2022-09-30 13F SMUCKER J M COM NEW 832696405 68,029 531 0.79 9,347 8.18 0.0241
2022-07-19 2022-06-30 13F SMUCKER J M COM NEW 832696405 67,498 5,176 8.31 8,640 2.38 0.0225
2022-05-04 2022-03-31 13F SMUCKER J M COM NEW 832696405 62,322 1,839 3.04 8,439 2.74 0.0193
2022-01-31 2021-12-31 13F SMUCKER J M COM NEW 832696405 60,483 2,516 4.34 8,214 18.07 0.0185
2021-10-29 2021-09-30 13F SMUCKER J M COM NEW 832696405 57,967 2,262 4.06 6,957 -3.60 0.0175
2021-08-11 2021-06-30 13F SMUCKER J M COM NEW 832696405 55,705 1,509 2.78 7,217 5.25 0.0183
2021-05-04 2021-03-31 13F SMUCKER J M COM NEW 832696405 54,196 -1,183 -2.14 6,857 7.12 0.0194
2021-02-11 2020-12-31 13F SMUCKER J M COM NEW 832696405 55,379 989 1.82 6,401 1.88 0.0193
2020-11-05 2020-09-30 13F SMUCKER J M COM NEW 832696405 54,390 -278 -0.51 6,283 8.63 0.0215
2020-08-12 2020-06-30 13F SMUCKER J M COM NEW 832696405 54,668 2,169 4.13 5,784 -0.74 0.0218
2020-05-11 2020-03-31 13F SMUCKER J M COM NEW 832696405 52,499 -6,211 -10.58 5,827 -4.68 0.0271
2020-02-05 2019-12-31 13F SMUCKER J M COM NEW 832696405 58,710 -6,199 -9.55 6,113 -14.40 0.0233
2019-10-30 2019-09-30 13F SMUCKER J M COM NEW 832696405 64,909 -53 -0.08 7,141 -4.57 0.0305
2019-07-19 2019-06-30 13F SMUCKER J M COM NEW 832696405 64,962 -26 -0.04 7,483 -1.16 0.0330
2019-05-13 2019-03-31 13F SMUCKER J M COM NEW 832696405 64,988 1,400 2.20 7,571 27.37 0.0349
2019-02-11 2018-12-31 13F SMUCKER J M COM NEW 832696405 63,588 -4,432 -6.52 5,944 -14.83 0.0316
2018-11-06 2018-09-30 13F SMUCKER J M COM NEW 832696405 68,020 12,110 21.66 6,979 16.14 0.0334
2018-07-31 2018-06-30 13F SMUCKER J M COM NEW 832696405 55,910 6,470 13.09 6,009 -1.99 0.0314
2018-05-14 2018-03-31 13F SMUCKER J M COM NEW 832696405 49,440 -3,555 -6.71 6,131 -6.88 0.0333
2018-02-12 2017-12-31 13F SMUCKER J M COM NEW 832696405 52,995 52,995 6,584 0.0360
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.