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

SecuritySJM / The J. M. Smucker Company
InstitutionToth Financial Advisory Corp
Latest Disclosed Ownership23,499 shares
Latest Disclosed Value $ 2,266,246
Toth Financial Advisory Corp reports 0.22% decrease in ownership of SJM / The J. M. Smucker Company

On April 16, 2026 - Toth Financial Advisory Corp filed a 13F-HR form disclosing ownership of 23,499 shares of The J. M. Smucker Company (US:SJM) valued at $2,266,244 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 23,550 shares of The J. M. Smucker Company. This represents a change in shares of -0.22% during the quarter. The current value of the position is $2,379,744 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)
2026-04-16 2026-03-31 13F SMUCKER J M COM NEW 832696405 23,499 -51 -0.22 2,266 -1.61 0.2488
2026-01-20 2025-12-31 13F SMUCKER J M COM NEW 832696405 23,550 -4,295 -15.42 2,303 -23.82 0.2501
2025-10-09 2025-09-30 13F SMUCKER J M COM NEW 832696405 27,845 -1,282 -4.40 3,024 5.70 0.3260
2025-07-14 2025-06-30 13F SMUCKER J M COM NEW 832696405 29,127 2,151 7.97 2,860 -10.46 0.3337
2025-04-14 2025-03-31 13F SMUCKER J M COM NEW 832696405 26,976 -686 -2.48 3,194 4.86 0.3845
2025-01-21 2024-12-31 13F SMUCKER J M COM NEW 832696405 27,662 -1,689 -5.75 3,046 -14.29 0.3583
2024-10-21 2024-09-30 13F SMUCKER J M COM NEW 832696405 29,351 3,062 11.65 3,554 24.01 0.4197
2024-07-16 2024-06-30 13F SMUCKER J M COM NEW 832696405 26,289 -1,929 -6.84 2,867 -19.29 0.3643
2024-04-16 2024-03-31 13F SMUCKER J M COM NEW 832696405 28,218 990 3.64 3,552 3.20 0.4446
2024-01-26 2023-12-31 13F SMUCKER J M COM NEW 832696405 27,228 -3,538 -11.50 3,441 -8.99 0.4667
2023-10-12 2023-09-30 13F SMUCKER J M COM NEW 832696405 30,766 -981 -3.09 3,781 -19.35 0.5759
2023-07-24 2023-06-30 13F SMUCKER J M COM NEW 832696405 31,747 363 1.16 4,688 -5.06 0.6781
2023-04-24 2023-03-31 13F SMUCKER J M COM NEW 832696405 31,384 -1,999 -5.99 4,939 -6.64 0.7702
2023-01-24 2022-12-31 13F SMUCKER J M COM NEW 832696405 33,383 823 2.53 5,290 18.22 0.8580
2022-10-14 2022-09-30 13F SMUCKER J M COM NEW 832696405 32,560 2,223 7.33 4,474 15.22 0.8098
2022-07-25 2022-06-30 13F SMUCKER J M COM NEW 832696405 30,337 1,795 6.29 3,883 0.47 0.6766
2022-04-26 2022-03-31 13F SMUCKER J M COM NEW 832696405 28,542 2,826 10.99 3,865 10.65 0.5775
2022-01-31 2021-12-31 13F SMUCKER J M COM NEW 832696405 25,716 1,758 7.34 3,493 21.45 0.4762
2021-10-20 2021-09-30 13F SMUCKER J M COM NEW 832696405 23,958 642 2.75 2,876 -4.80 0.4369
2021-07-26 2021-06-30 13F SMUCKER J M COM NEW 832696405 23,316 2,699 13.09 3,021 15.79 0.4614
2021-04-20 2021-03-31 13F SMUCKER J M COM NEW 832696405 20,617 952 4.84 2,609 14.78 0.4163
2021-01-25 2020-12-31 13F SMUCKER J M COM NEW 832696405 19,665 296 1.53 2,273 1.61 0.3896
2020-10-16 2020-09-30 13F SMUCKER J M COM NEW 832696405 19,369 -64 -0.33 2,237 8.80 0.4296
2020-07-14 2020-06-30 13F SMUCKER J M COM NEW 832696405 19,433 4,643 31.39 2,056 25.21 0.4452
2020-04-20 2020-03-31 13F SMUCKER J M COM NEW 832696405 14,790 -81 -0.54 1,642 6.00 0.4742
2020-01-27 2019-12-31 13F SMUCKER J M COM NEW 832696405 14,871 -2,913 -16.38 1,549 -20.85 0.3141
2019-10-15 2019-09-30 13F SMUCKER J M COM NEW 832696405 17,784 -80 -0.45 1,957 -4.91 0.4287
2019-07-17 2019-06-30 13F SMUCKER J M COM NEW 832696405 17,864 2,913 19.48 2,058 18.14 0.4603
2019-04-15 2019-03-31 13F SMUCKER J M COM NEW 832696405 14,951 2,404 19.16 1,742 48.51 0.4079
2019-01-22 2018-12-31 13F SMUCKER J M COM NEW 832696405 12,547 -1,468 -10.47 1,173 -18.43 0.3207
2018-10-15 2018-09-30 13F SMUCKER J M COM NEW 832696405 14,015 -861 -5.79 1,438 -10.07 0.3191
2018-07-23 2018-06-30 13F SMUCKER J M COM NEW 832696405 14,876 -3,573 -19.37 1,599 -30.11 0.3749
2018-04-25 2018-03-31 13F SMUCKER J M COM NEW 832696405 18,449 6,931 60.18 2,288 59.89 0.5563
2018-02-06 2017-12-31 13F SMUCKER J M COM NEW 832696405 11,518 115 1.01 1,431 19.55 0.3390
2017-10-11 2017-09-30 13F Smucker J.M. COM 832696405 11,403 440 4.01 1,197 -7.71 0.3022
2017-07-05 2017-06-30 13F Smucker J.M. COM 832696405 10,963 -24 -0.22 1,297 -9.93 0.3387
2017-04-03 2017-03-31 13F Smucker J.M. COM 832696405 10,987 -314 -2.78 1,440 -0.48 0.3825
2017-01-03 2016-12-31 13F Smucker J.M. COM 832696405 11,301 -48 -0.42 1,447 -5.92 0.4157
2016-10-13 2016-09-30 13F Smucker J.M. COM 832696405 11,349 210 1.89 1,538 -9.42 0.4514
2016-07-01 2016-06-30 13F Smucker J.M. COM 832696405 11,139 -123 -1.09 1,698 16.14 0.5179
2016-04-07 2016-03-31 13F Smucker J.M. COM 832696405 11,262 5 0.04 1,462 5.33 0.4780
2016-01-04 2015-12-31 13F J.M. Smuckers COM 832696405 11,257 -136 -1.19 1,388 6.77 0.4594
2015-10-02 2015-09-30 13F J.M. Smuckers COM 832696405 11,393 239 2.14 1,300 7.53 0.4762
2015-07-01 2015-06-30 13F J.M. Smuckers COM 832696405 11,154 -38 -0.34 1,209 -6.64 0.4038
2015-04-10 2015-03-31 13F J.M. Smuckers COM 832696405 11,192 761 7.30 1,295 22.98 0.4342
2015-01-06 2014-12-31 13F J.M. Smuckers COM 832696405 10,431 508 5.12 1,053 7.23 0.3650
2014-10-01 2014-09-30 13F J.M. Smuckers COM 832696405 9,923 391 4.10 982 -3.35 0.3706
2014-07-01 2014-06-30 13F J.M. Smuckers COM 832696405 9,532 1,290 15.65 1,016 26.84 0.3859
2014-04-03 2014-03-31 13F J.M. Smuckers COM 832696405 8,242 561 7.30 801 0.63 0.3245
2014-01-03 2013-12-31 13F J.M. Smuckers COM 832696405 7,681 95 1.25 796 -0.13 0.3377
2013-10-17 2013-09-30 13F J.M. Smuckers COM 832696405 7,586 275 3.76 797 5.70 0.3734
2013-08-08 2013-06-30 13F J.M. Smuckers COM 832696405 7,311 7,311 754 0.3711
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.