Hm Payson & Co reports 165.03% increase in ownership of SJM / The J. M. Smucker Company

The J. M. Smucker Company

US ˙ NYSE ˙ US8326964058

Security	SJM / The J. M. Smucker Company
Institution	Hm Payson & Co
Latest Disclosed Ownership	20,010 shares
Latest Disclosed Value	$ 1,929,765

On April 13, 2026 - Hm Payson & Co filed a 13F-HR form disclosing ownership of 20,010 shares of The J. M. Smucker Company (US:SJM) valued at $1,929,764 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 7,550 shares of The J. M. Smucker Company. This represents a change in shares of 165.03% during the quarter. The current value of the position is $2,026,413 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.

Upgrade to unlock premium data and export to Excel Premium Registration Required .

Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-04-13	2026-03-31	13F	SMUCKER J M	COM NEW	832696405	20,010	12,460	165.03	1,930	161.38	0.0145
2026-02-12	2025-12-31	13F	SMUCKER J M	COM NEW	832696405	7,550	7,450	7,450.00	738	7,280.00	0.0104
2025-10-17	2025-09-30	13F	SMUCKER J M	COM NEW	832696405	100	-100	-50.00	11	-47.37	0.0002
2025-10-17	2025-06-30	13F	SMUCKER J M	COM NEW	832696405	200	0	0.00	20	-17.39	0.0003
2025-04-29	2025-03-31	13F	SMUCKER J M	COM NEW	832696405	200	0	0.00	24	4.55	0.0004
2025-02-07	2024-12-31	13F	SMUCKER J M	COM NEW	832696405	200	0	0.00	22	-8.33	0.0004
2024-10-28	2024-09-30	13F	SMUCKER J M	COM NEW	832696405	200	-10	-4.76	24	9.09	0.0004
2024-08-13	2024-06-30	13F	SMUCKER J M	COM NEW	832696405	210	10	5.00	23	-12.00	0.0004
2024-06-20	2024-03-31	13F	SMUCKER J M	COM NEW	832696405	200	0	0.00	25	0.00	0.0005
2024-02-13	2023-12-31	13F	SMUCKER J M	COM NEW	832696405	200	-104	-34.21	25	-32.43	0.0005
2023-11-06	2023-09-30	13F	SMUCKER J M	COM NEW	832696405	304	-6	-1.94	37	-17.78	0.0009
2023-07-17	2023-06-30	13F	SMUCKER J M	COM NEW	832696405	310	100	47.62	46	36.36	0.0010
2023-04-18	2023-03-31	13F	SMUCKER J M	COM NEW	832696405	210	0	0.00	33	0.00	0.0008
2023-02-06	2022-12-31	13F	SMUCKER J M	COM NEW	832696405	210	10	5.00	33	22.22	0.0008
2022-10-25	2022-09-30	13F	SMUCKER J M	COM NEW	832696405	200	-10	-4.76	27	0.00	0.0007
2022-08-15	2022-06-30	13F	SMUCKER J M	COM NEW	832696405	210	0	0.00	27	-3.57	0.0007
2022-05-12	2022-03-31	13F	SMUCKER J M	COM NEW	832696405	210	-78	-27.08	28	-28.21	0.0006
2022-02-15	2021-12-31	13F	SMUCKER J M	COM NEW	832696405	288	-78	-21.31	39	-11.36	0.0008
2021-11-30	2021-09-30	13F	SMUCKER J M	COM NEW	832696405	366	78	27.08	44	18.92	0.0011
2021-08-17	2021-06-30	13F	SMUCKER J M	COM NEW	832696405	288	-121	-29.58	37	-28.85	0.0009
2021-06-15	2021-03-31	13F	SMUCKER J M	COM NEW	832696405	409	109	36.33	52	48.57	0.0014
2021-03-10	2020-12-31	13F	SMUCKER J M	COM NEW	832696405	300	0	0.00	35	0.00	0.0010
2020-12-21	2020-09-30	13F	SMUCKER J M	COM NEW	832696405	300	0	0.00	35	9.38	0.0011
2020-08-13	2020-06-30	13F	SMUCKER J M	COM NEW	832696405	300	-228	-43.18	32	-45.76	0.0011
2020-07-01	2020-03-31	13F	SMUCKER J M	COM NEW	832696405	528	-372	-41.33	59	-37.23	0.0023
2020-02-18	2019-12-31	13F	SMUCKER J M	COM NEW	832696405	900	-500	-35.71	94	-38.96	0.0030
2019-11-12	2019-09-30	13F	SMUCKER J M	COM NEW	832696405	1,400	-270	-16.17	154	-19.79	0.0054
2019-08-15	2019-06-30	13F	SMUCKER J M	COM NEW	832696405	1,670	1,670		192		0.0069
2017-08-04	2017-06-30	13F	SMUCKER J M	COMMON STOCK	832696405	0	-1,595	-100.00	0	-100.00
2017-05-25	2017-03-31	13F	SMUCKER J M	COMMON STOCK	832696405	1,595	0	0.00	209	2.45	0.0095
2017-02-15	2016-12-31	13F	SMUCKER J M	COMMON STOCK	832696405	1,595	0	0.00	204	-5.56	0.0097
2016-11-14	2016-09-30	13F	SMUCKER J M	COMMON STOCK	832696405	1,595	-137	-7.91	216	-18.18	0.0105
2016-08-08	2016-06-30	13F	SMUCKER J M	COMMON STOCK	832696405	1,732	-68	-3.78	264	12.82	0.0132
2016-05-19	2016-03-31	13F	SMUCKER J M	COMMON STOCK	832696405	1,800	-432	-19.35	234	-14.91	0.0122
2016-02-23	2015-12-31	13F	SMUCKER J M	COMMON STOCK	832696405	2,232	-5	-0.22	275	7.84	0.0141
2015-11-02	2015-09-30	13F	SMUCKER J M	COMMON STOCK	832696405	2,237	-840	-27.30	255	-23.65	0.0138
2015-08-11	2015-06-30	13F	SMUCKER J M	COMMON STOCK	832696405	3,077	0	0.00	334	-6.18	0.0166
2015-05-06	2015-03-31	13F	SMUCKER J M	COMMON STOCK	832696405	3,077	-200	-6.10	356	7.55	0.0178
2015-02-10	2014-12-31	13F	SMUCKER J M	COMMON STOCK	832696405	3,277	0	0.00	331	1.85	0.0164
2014-11-12	2014-09-30	13F	SMUCKER J M	COMMON STOCK	832696405	3,277	0	0.00	325	-7.14	0.0167
2014-08-13	2014-06-30	13F	SMUCKER J M	COMMON STOCK	832696405	3,277	1,000	43.92	350	58.37	0.0180
2014-05-07	2014-03-31	13F	SMUCKER J M	COMMON STOCK	832696405	2,277	0	0.00	221	-6.36	0.0117
2014-02-10	2013-12-31	13F	SMUCKER J M	COMMON STOCK	832696405	2,277	-50	-2.15	236	-3.28	0.0126
2013-11-13	2013-09-30	13F	SMUCKER J M	COMMON STOCK	832696405	2,327	250	12.04	244	14.02	0.0141
2013-08-13	2013-06-30	13F	SMUCKER J M	COMMON STOCK	832696405	2,077	2,077		214		0.0128

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.