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Livermore
Livermore
ZHEN

D.B. Root & Company, LLC

SEC CIK
0001731717
Latest filing
Aug 13, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by D.B. Root & Company, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SJM overviewAll 13F holders of SJMFull Q2 2026 holdings

Shares (Q2 2026)
7,312
Value
$822.6K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of SJM by D.B. Root & Company, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,312$822.6K0.2%−778−9.6%ReducedHolders
Q1 20268,090$780.2K0.2%−71−0.9%ReducedHolders
Q4 20258,161$798.2K0.2%−865−9.6%ReducedHolders
Q3 20259,026$980.2K0.2%+1,255+16.1%AddedHolders
Q2 20257,771$763.1K0.2%−824−9.6%ReducedHolders
Q1 20258,595$1.02M0.3%−1,001−10.4%ReducedHolders
Q4 20249,596$1.06M0.3%+289+3.1%AddedHolders
Q3 20249,307$1.13M0.4%+1,085+13.2%AddedHolders
Q2 20248,222$896.5K0.3%+449+5.8%AddedHolders
Q1 20247,773$978.4K0.3%−273−3.4%ReducedHolders
Q4 20238,046$1.02M0.4%+776+10.7%AddedHolders
Q3 20237,270$893.6K0.3%+1,920+35.9%AddedHolders
Q2 20235,350$790.0K0.3%+20.0%AddedHolders
Q1 20235,348$841.6K0.3%+2,375+79.9%AddedHolders
Q4 20222,973$471.1K0.2%−150−4.8%ReducedHolders
Q3 20223,123$429.0K0.2%−52−1.6%ReducedHolders
Q2 20223,175$406.0K0.2%−3,112−49.5%ReducedHolders
Q1 20226,287$851.0K0.3%+41+0.7%AddedHolders
Q4 20216,246$848.0K0.3%−87−1.4%ReducedHolders
Q3 20216,333$760.0K0.3%+175+2.8%AddedHolders
Q2 20216,158$797.0K0.3%+269+4.6%AddedHolders
Q1 20215,889$745.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.