Cwm, Llc reports 5.27% decrease 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	Cwm, Llc
Latest Disclosed Ownership	201,307 shares
Latest Disclosed Value	$ 19,414,041

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 201,307 shares of The J. M. Smucker Company (US:SJM) valued at $19,414,047 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 212,499 shares of The J. M. Smucker Company. This represents a change in shares of -5.27% during the quarter. The current value of the position is $20,386,360 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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-14	2026-03-31	13F	SMUCKER J M	COM NEW	832696405	201,307	-11,192	-5.27	19,414	96,970.00	0.0505
2026-01-26	2025-12-31	13F	SMUCKER J M	COM NEW	832696405	212,499	-46,242	-17.87	21	-28.57	0.0563
2025-10-15	2025-09-30	13F	SMUCKER J M	COM NEW	832696405	258,741	17,169	7.11	28	21.74	0.0845
2025-07-25	2025-06-30	13F	SMUCKER J M	COM NEW	832696405	241,572	36,958	18.06	24	-4.17	0.0837
2025-05-01	2025-03-31	13F	SMUCKER J M	COM NEW	832696405	204,614	3,787	1.89	24	9.09	0.0966
2025-02-04	2024-12-31	13F	SMUCKER J M	COM NEW	832696405	200,827	2,197	1.11	22	-8.33	0.0918
2024-10-08	2024-09-30	13F	SMUCKER J M	COM NEW	832696405	198,630	28	0.01	24	14.29	0.1035
2024-07-10	2024-06-30	13F	SMUCKER J M	COM NEW	832696405	198,602	-598	-0.30	22	-16.00	0.1021
2024-04-05	2024-03-31	13F	SMUCKER J M	COM NEW	832696405	199,200	-2,407	-1.19	25	0.00	0.1219
2024-02-01	2023-12-31	13F	SMUCKER J M	COM NEW	832696405	201,607	-4,027	-1.96	25	0.00	0.1370
2023-10-11	2023-09-30	13F	SMUCKER J M	COM NEW	832696405	205,634	-3,564	-1.70	25	-16.67	0.1549
2023-08-03	2023-06-30	13F	SMUCKER J M	COM NEW	832696405	209,198	-19,812	-8.65	31	-16.67	0.1909
2023-05-01	2023-03-31	13F	SMUCKER J M	COM NEW	832696405	229,010	-4,551	-1.95	36	-2.70	0.2435
2023-02-01	2022-12-31	13F	SMUCKER J M	COM NEW	832696405	233,561	2,948	1.28	37	-99.88	0.2726
2022-10-27	2022-09-30	13F	SMUCKER J M	COM NEW	832696405	230,613	5,926	2.64	31,688	10.17	0.2517
2022-07-28	2022-06-30	13F	SMUCKER J M	COM NEW	832696405	224,687	13,135	6.21	28,762	0.40	0.2228
2022-04-21	2022-03-31	13F	SMUCKER J M	COM NEW	832696405	211,552	210,219	15,770.37	28,646	15,726.52	0.2032
2022-01-31	2021-12-31	13F	SMUCKER J M	COM NEW	832696405	1,333	11	0.83	181	5.85	0.0013
2021-09-15	2021-06-30	13F/A-1	SMUCKER J M	COM NEW	832696405	1,322	0	0.00	171	0.00	0.0014
2021-07-29	2021-06-30	13F	SMUCKER J M	COM NEW	832696405	1,322	0		171		0.0014
2021-09-15	2021-03-31	13F/A-1	SMUCKER J M	COM NEW	832696405	1,322	0	0.00	171	0.00	0.0014
2021-04-27	2021-03-31	13F	SMUCKER J M	COM NEW	832696405	29,828	28,506		3,774		0.0332
2021-09-15	2020-12-31	13F/A-1	SMUCKER J M	COM NEW	832696405	1,322	0	0.00	171	0.00	0.0014
2021-01-27	2020-12-31	13F	SMUCKER J M	COM NEW	832696405	33,145	31,823		3,832		0.0359
2021-09-15	2020-09-30	13F/A-1	SMUCKER J M	COM NEW	832696405	1,322	0	0.00	171	0.00	0.0014
2020-10-19	2020-09-30	13F	SMUCKER J M	COM NEW	832696405	1,386	64		160		0.0018
2021-09-15	2020-06-30	13F/A-1	SMUCKER J M	COM NEW	832696405	1,322	0	0.00	171	0.00	0.0014
2020-07-22	2020-06-30	13F	SMUCKER J M	COM NEW	832696405	1,478	156		156		0.0019
2021-09-15	2020-03-31	13F/A-1	SMUCKER J M	COM NEW	832696405	1,322	0	0.00	171	0.00	0.0014
2020-04-28	2020-03-31	13F	SMUCKER J M	COM NEW	832696405	1,554	232		173		0.0026
2021-09-14	2019-12-31	13F/A-1	SMUCKER J M	COM NEW	832696405	1,322	0	0.00	171	0.00	0.0014
2020-01-27	2019-12-31	13F	SMUCKER J M	COM NEW	832696405	2,515	1,193		262		0.0033
2021-09-14	2019-09-30	13F/A-1	SMUCKER J M	COM NEW	832696405	1,322	0	0.00	171	0.00	0.0014
2019-10-22	2019-09-30	13F	SMUCKER J M	COM NEW	832696405	3,585	2,263		394		0.0057
2021-09-14	2019-06-30	13F/A-1	SMUCKER J M	COM NEW	832696405	1,322	0	0.00	171	0.00	0.0014
2019-07-31	2019-06-30	13F	SMUCKER J M	COM NEW	832696405	3,434	2,112		396		0.0065
2021-09-02	2019-03-31	13F/A-1	SMUCKER J M	COM NEW	832696405	1,322	-260	-16.43	171	15.54	0.0014
2019-04-22	2019-03-31	13F	SMUCKER J M	COM NEW	832696405	2,924	1,342		341		0.0068
2019-01-25	2018-12-31	13F	SMUCKER J M	COM NEW	832696405	1,582	-181	-10.27	148	-18.23	0.0037
2018-10-29	2018-09-30	13F	SMUCKER J M	COM NEW	832696405	1,763	1,369	347.46	181	330.95	0.0046
2018-07-31	2018-06-30	13F	SMUCKER J M	COM NEW	832696405	394	18	4.79	42	-10.64	0.0014
2018-04-26	2018-03-31	13F	SMUCKER J M	COM NEW	832696405	376	-36	-8.74	47	-7.84	0.0019
2018-01-16	2017-12-31	13F	SMUCKER J M	COM NEW	832696405	412	21	5.37	51	24.39	0.0023
2017-10-16	2017-09-30	13F	SMUCKER J M	COM NEW	832696405	391	-21	-5.10	41	-16.33	0.0019
2017-07-17	2017-06-30	13F	SMUCKER J M	COM NEW	832696405	412	21	5.37	49	-3.92	0.0025
2017-04-17	2017-03-31	13F	SMUCKER J M	COM NEW	832696405	391	51	15.00	51	15.91	0.0029
2017-01-19	2016-12-31	13F	SMUCKER J M	COM NEW	832696405	340	-18	-5.03	44	-10.20	0.0027
2016-10-17	2016-09-30	13F	SMUCKER J M	COM NEW	832696405	358	299	506.78	49	444.44	0.0034
2016-07-21	2016-06-30	13F	SMUCKER J M	COM NEW	832696405	59	0	0.00	9	12.50	0.0007
2016-04-18	2016-03-31	13F	SMUCKER J M	COM NEW	832696405	59	23	63.89	8	100.00	0.0007
2016-02-01	2015-12-31	13F	SMUCKER J M	COM NEW	832696405	36	0	0.00	4	0.00	0.0004
2015-10-30	2015-09-30	13F	SMUCKER J M	COM NEW	832696405	36	-24	-40.00	4	-33.33	0.0004
2014-02-14	2013-12-31	13F	SMUCKER J M	COM NEW	832696405	60	18	42.86	6	50.00	0.0009
2013-11-14	2013-09-30	13F	SMUCKER J M	COM NEW	832696405	42	42		4		0.0010

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.