The J. M. Smucker Company
US ˙ NYSE ˙ US8326964058

SecuritySJM / The J. M. Smucker Company
InstitutionPrincipal Street Partners, LLC
Latest Disclosed Ownership60,698 shares
Latest Disclosed Value $ 5,853,676
Principal Street Partners, LLC reports 12.41% increase in ownership of SJM / The J. M. Smucker Company

On May 15, 2026 - Principal Street Partners, LLC filed a 13F-HR form disclosing ownership of 60,698 shares of The J. M. Smucker Company (US:SJM) valued at $5,853,715 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 53,995 shares of The J. M. Smucker Company. This represents a change in shares of 12.41% during the quarter. The current value of the position is $6,146,886 USD.

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)
2026-05-15 2026-03-31 13F SMUCKER J M Common stock 832696405 60,698 6,703 12.41 5,854 10.83 0.9555
2026-02-17 2025-12-31 13F SMUCKER J M Common stock 832696405 53,995 -2,939 -5.16 5,281 -14.59 0.8908
2025-11-14 2025-09-30 13F SMUCKER J M Common stock 832696405 56,934 -4,231 -6.92 6,183 2.95 0.9868
2025-08-14 2025-06-30 13F SMUCKER J M Common stock 832696405 61,165 3,438 5.96 6,006 -12.13 0.5890
2025-05-15 2025-03-31 13F SMUCKER J M Common stock 832696405 57,727 16,306 39.37 6,835 49.86 1.2713
2025-02-18 2024-12-31 13F SMUCKER J M Common stock 832696405 41,421 885 2.18 4,561 -7.07 0.8969
2024-11-13 2024-09-30 13F SMUCKER J M Common stock 832696405 40,536 -11,724 -22.43 4,909 -13.86 0.8026
2024-08-14 2024-06-30 13F SMUCKER J M Common stock 832696405 52,260 -823 -1.55 5,698 -13.06 1.0206
2024-05-15 2024-03-31 13F SMUCKER J M Common stock 832696405 53,083 11,444 27.48 6,554 24.55 1.2389
2024-02-07 2023-12-31 13F SMUCKER J M Common stock 832696405 41,639 7,186 20.86 5,262 24.28 1.2696
2023-11-01 2023-09-30 13F SMUCKER J M Common stock 832696405 34,453 -408 -1.17 4,235 -17.74 0.8390
2023-08-21 2023-06-30 13F/A-1 SMUCKER J M Common stock 832696405 34,861 -1,694 -4.63 5,148 -10.52 1.2235
2023-08-15 2023-06-30 13F SMUCKER J M Common stock 832696405 36,555 0 5,753 1.4539
2023-05-11 2023-03-31 13F SMUCKER J M Common stock 832696405 36,555 -1,253 -3.31 5,753 -3.97 1.4539
2023-02-15 2022-12-31 13F SMUCKER J M Common stock 832696405 37,808 -534 -1.39 5,991 13.68 1.5095
2022-11-14 2022-09-30 13F SMUCKER J M Common stock 832696405 38,342 -3,633 -8.66 5,269 -1.94 1.4043
2022-08-15 2022-06-30 13F SMUCKER J M Common stock 832696405 41,975 -242 -0.57 5,373 -6.02 1.3919
2022-05-05 2022-03-31 13F Smucker J M Common stock 832696405 42,217 934 2.26 5,717 1.96 1.3108
2022-02-07 2021-12-31 13F Smucker J M Common stock 832696405 41,283 6,239 17.80 5,607 33.28 1.3497
2021-11-10 2021-09-30 13F Smucker J M Common stock 832696405 35,044 -880 -2.45 4,207 -9.62 1.1461
2021-08-10 2021-06-30 13F Smucker J M Common stock 832696405 35,924 -66,743 -65.01 4,655 -64.16 1.2281
2021-05-13 2021-03-31 13F Smucker J M Common stock 832696405 102,667 63,734 163.70 12,990 188.60 1.6763
2021-02-16 2020-12-31 13F Smucker J M Common stock 832696405 38,933 -3,488 -8.22 4,501 -8.16 1.3785
2020-11-12 2020-09-30 13F Smucker J M Common stock 832696405 42,421 5,910 16.19 4,901 26.87 1.7219
2020-08-14 2020-06-30 13F Smucker J M Common stock 832696405 36,511 -12,865 -26.06 3,863 -29.51 1.4430
2020-05-14 2020-03-31 13F J.M. Smucker Common stock 832696405 49,376 -17,346 -26.00 5,480 -21.13 2.3001
2020-03-04 2019-12-31 13F J.M. Smucker Common stock 832696405 66,722 3,053 4.80 6,948 -0.81 1.5484
2019-11-14 2019-09-30 13F SMUCKER J M CO COM Common stock 832696405 63,669 47,742 299.76 7,005 281.74 1.7540
2019-08-15 2019-06-30 13F J M SMUCKER CO Common stock 832696405 15,927 -33,693 -67.90 1,835 -68.26 1.0123
2019-05-15 2019-03-31 13F J M SMUCKER CO Common stock 832696405 49,620 49,620 5,781 2.5141
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.