Waterloo Capital »

J.M. Smucker Company shares owned by Waterloo Capital

Quarter-by-quarter ownership of J.M. Smucker Company (SJM) shares owned by Waterloo Capital from 13F filings

Historical chart of Waterloo Capital investment in J.M. Smucker Company

Tip: Access up to 7 years of quarterly data

All positions including J.M. Smucker Company held by Waterloo Capital consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in J.M. Smucker Company by Waterloo Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $355k 3.6k 97.81
2023-03-31 $224k 1.4k 157.37

More positions owned by Waterloo Capital

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
State Street Spdr Portfolio S&p 500 Growth Etf Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
Invesco Nasdaq 100 Etf Nasdaq 100 Etf (QQQM)
Ishares Russell 1000 Value Etf Rus 1000 Val Etf (IWD)
NVIDIA Corporation (NVDA)
Invesco S&p 500 Equal Weight Etf S&p500 Eql Wgt (RSP)
Fidelity Enhanced International Etf Enhanced Intl (FENI)
Aptus International Enhanced Yield Aptus En Intl Yld (IDUB)
Microsoft Corporation (MSFT)
Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Aptus Defined Risk Etf Aptus Defined (DRSK)

View all positions for Waterloo Capital

Top funds holding J.M. Smucker Company

Vanguard Group
BlackRock
State Street Corporation
Barclays
UBS Group
Dimensional Fund Advisors
Geode Capital Management
Invesco
Citadel Advisors
Balyasny Asset Management
Point72 Asset Management
Millennium Management
FMR
Ariel Investments
ProShare Advisors

View all funds holding J.M. Smucker Company