The J. M. Smucker Company
MX ˙ BMV ˙ US8326964058
SecurityMX:SJM / The J. M. Smucker Company
InstitutionD.B. Root & Company, LLC
Latest Disclosed Ownership8,090 shares
Latest Disclosed Value $ 780,200
D.B. Root & Company, LLC reports 0.87% decrease in ownership of SJM / The J. M. Smucker Company

On May 12, 2026 - D.B. Root & Company, LLC filed a 13F-HR form disclosing ownership of 8,090 shares of The J. M. Smucker Company (MX:SJM) valued at $780,200 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 8,161 shares of The J. M. Smucker Company. This represents a change in shares of -0.87% 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.

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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)
2026-05-12 2026-03-31 13F SMUCKER J M COM NEW 832696405 8,090 -71 -0.87 780 -2.26 0.1864
2026-02-03 2025-12-31 13F SMUCKER J M COM NEW 832696405 8,161 -865 -9.58 798 -18.57 0.1947
2025-11-06 2025-09-30 13F SMUCKER J M COM NEW 832696405 9,026 1,255 16.15 980 28.44 0.2488
2025-07-22 2025-06-30 13F SMUCKER J M COM NEW 832696405 7,771 -824 -9.59 763 -24.98 0.2253
2025-05-14 2025-03-31 13F SMUCKER J M COM NEW 832696405 8,595 -1,001 -10.43 1,018 -3.69 0.3286
2025-01-17 2024-12-31 13F SMUCKER J M COM NEW 832696405 9,596 289 3.11 1,057 -6.30 0.3361
2024-10-31 2024-09-30 13F SMUCKER J M COM NEW 832696405 9,307 1,085 13.20 1,127 25.78 0.3715
2024-07-15 2024-06-30 13F SMUCKER J M COM NEW 832696405 8,222 449 5.78 897 -8.38 0.3059
2024-04-17 2024-03-31 13F SMUCKER J M COM NEW 832696405 7,773 -273 -3.39 978 -3.74 0.3307
2024-01-16 2023-12-31 13F SMUCKER J M COM NEW 832696405 8,046 776 10.67 1,017 13.77 0.3686
2023-11-03 2023-09-30 13F SMUCKER J M COM NEW 832696405 7,270 1,920 35.89 894 13.04 0.3483
2023-07-18 2023-06-30 13F SMUCKER J M COM NEW 832696405 5,350 2 0.04 790 -6.06 0.2988
2023-04-18 2023-03-31 13F SMUCKER J M COM NEW 832696405 5,348 2,375 79.89 842 78.56 0.3311
2023-01-27 2022-12-31 13F SMUCKER J M COM NEW 832696405 2,973 -150 -4.80 471 9.79 0.1990
2022-10-26 2022-09-30 13F JM Smucker COM NEW 832696405 3,123 -52 -1.64 429 5.67 0.1953
2022-07-21 2022-06-30 13F JM Smucker COM NEW 832696405 3,175 -3,112 -49.50 406 -52.29 0.1741
2022-05-06 2022-03-31 13F JM Smucker COM NEW 832696405 6,287 41 0.66 851 0.35 0.3168
2022-02-01 2021-12-31 13F JM Smucker COM NEW 832696405 6,246 -87 -1.37 848 11.58 0.3058
2021-10-22 2021-09-30 13F JM Smucker COM NEW 832696405 6,333 175 2.84 760 -4.64 0.2964
2021-07-28 2021-06-30 13F JM Smucker COM NEW 832696405 6,158 269 4.57 797 6.98 0.2977
2021-05-04 2021-03-31 13F JM Smucker COM NEW 832696405 5,889 238 4.21 745 14.09 0.2928
2021-02-09 2020-12-31 13F JM Smucker COM NEW 832696405 5,651 491 9.52 653 9.56 0.2607
2020-10-22 2020-09-30 13F JM Smucker COM NEW 832696405 5,160 2,044 65.60 596 81.16 0.2392
2020-08-06 2020-06-30 13F JM Smucker COM NEW 832696405 3,116 118 3.94 329 -0.90 0.1428
2020-04-29 2020-03-31 13F JM Smucker COM NEW 832696405 2,998 73 2.50 332 9.21 0.1676
2020-01-14 2019-12-31 13F JM Smucker COM NEW 832696405 2,925 -102 -3.37 304 -8.71 0.1339
2019-10-28 2019-09-30 13F JM Smucker COM NEW 832696405 3,027 100 3.42 333 -1.19 0.1551
2019-07-19 2019-06-30 13F JM Smucker COM NEW 832696405 2,927 52 1.81 337 0.60 0.1493
2019-04-12 2019-03-31 13F JM Smucker Stock 832696405 2,875 620 27.49 335 58.77 0.1430
2019-01-25 2018-12-31 13F/A-1 JM Smucker Stock 832696405 2,255 79 3.63 211 -5.38 0.1050
2019-01-24 2018-12-31 13F JM Smucker Stock 832696405 2,176 0 223 0.0982
2018-11-05 2018-09-30 13F JM Smucker Stock 832696405 2,176 205 10.40 223 5.19 0.0982
2018-07-25 2018-06-30 13F JM Smucker Stock 832696405 1,971 1,971 212 0.1000
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.