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CX Institutional

SEC CIK
0001737089
Latest filing
Oct 2, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by CX Institutional, 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 Q3 2026 holdings

Shares (Q3 2026)
2,790
Value
$332.0K
% of portfolio
<0.1%
Quarters held
11
Since Q1 2021
Holdings of SJM by CX Institutional, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20262,790$332.0K<0.1%+264+10.5%AddedHolders
Q2 20262,526$284.0K<0.1%+1,741+221.8%AddedHolders
Q1 2026785$76.0K<0.1%−413−34.5%ReducedHolders
Q4 20251,198$117.0K<0.1%+127+11.9%AddedHolders
Q3 20251,071$116.0K<0.1%+621+138.0%AddedHolders
Q2 2025450$44.0K<0.1%−1,427−76.0%ReducedHolders
Q1 20251,877$222.0K<0.1%+1,877NewHolders
Q3 20220$00.0%−496−100.0%Sold outHolders
Q2 2022496$64.0K<0.1%+496NewHolders
Q4 20210$00.0%−206−100.0%Sold outHolders
Q3 2021206$25.0K<0.1%−5−2.4%ReducedHolders
Q2 2021211$27.0K<0.1%+35+19.9%AddedHolders
Q1 2021176$22.0K<0.1%––Holders

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