John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  The J. M. Smucker Co. (SJM)
← All SJM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,860,459 2.01 Add 15.63% 0.27 $93.86–119.39 · VW $106.37i $179,422,666 SEC
2025   Q4 1,608,943 1.70 Add 4.24% 0.07 $97.32–112.36 · VW $103.38i $157,370,715 SEC
2025   Q3 1,543,523 1.79 Add 0.95% 0.02 $98.33–114.74 · VW $107.58i $167,626,597 SEC
2025   Q2 1,528,938 1.71 Reduce 18.74% 0.49 $93.30–120.76 · VW $107.17i $150,141,712 SEC
2025   Q1 1,881,584 2.63 Add 2.66% 0.07 $98.77–121.48 · VW $110.60i $222,798,361 SEC
2024   Q4 1,832,861 2.18 Add 12.36% 0.24 $106.19–125.42 · VW $115.19i $201,834,653 SEC
2024   Q3 1,631,285 2.05 Add 20.39% 0.35 $108.39–124.31 · VW $117.64i $197,548,613 SEC
2024   Q2 1,354,999 1.63 Add 56.04% 0.59 $105.69–125.75 · VW $113.18i $147,749,091 SEC
2024   Q1 868,375 1.09 Add 58.66% 0.40 $116.94–134.62 · VW $126.20i $109,302,361 SEC
2023   Q4 547,326 0.70 Reduce 7.39% 0.06 $107.33–127.93 · VW $116.10i $69,171,060 SEC
2023   Q3 590,997 0.78 Add 0.10% <0.01 $122.64–153.94 · VW $139.27i $72,639,441 SEC
2023   Q2 590,413 0.84 Reduce 7.37% 0.07 $142.76–159.92 · VW $150.76i $87,186,288 SEC
2023   Q1 637,398 0.98 Reduce 1.16% 0.01 $143.18–163.07 · VW $151.99i $100,307,323 SEC
2022   Q4 644,853 1.04 Reduce 12.51% 0.14 $136.88–160.53 · VW $150.62i $102,183,407 SEC
2022   Q3 737,030 1.11 Reduce 27.18% 0.35 $125.83–144.90 · VW $136.55i $101,275,000 SEC
2022   Q2 1,012,115 1.29 Reduce 20.67% 0.32 $119.82–146.74 · VW $131.01i $129,561,000 SEC
2022   Q1 1,275,899 1.53 Reduce 14.38% 0.25 $124.89–145.82 · VW $135.73i $172,769,000 SEC
2021   Q4 1,490,218 1.71 Add 7.95% 0.13 $119.31–139.87 · VW $128.45i $202,402,000 SEC
2021   Q3 1,380,495 1.52 Add 2.25% 0.03 $118.55–136.35 · VW $126.16i $165,701,000 SEC
2021   Q2 1,350,089 1.64 Add 1.50% 0.02 $123.46–140.65 · VW $132.14i $174,931,000 SEC
2021   Q1 1,330,088 1.66 Add 38.11% 0.46 $110.53–132.38 · VW $119.66i $168,296,000 SEC
2020   Q4 963,094 1.25 Reduce 4.69% 0.08 $109.85–120.93 · VW $115.56i $111,334,000 SEC
2020   Q3 1,010,509 1.70 Reduce 6.12% 0.11 $102.87–123.44 · VW $113.88i $116,734,000 SEC
2020   Q2 1,076,328 1.73 Reduce 2.57% 0.06 $101.89–125.62 · VW $112.39i $113,886,000 SEC
2020   Q1 1,104,669 2.15 Reduce 26.91% 0.53 $91.88–121.39 · VW $106.47i $122,618,000 SEC
2019   Q4 1,511,360 1.97 Reduce 0.16% <0.01 $101.10–113.00 · VW $106.08i $157,378,000 SEC
2019   Q3 1,513,846 2.24 Reduce 1.55% 0.03 $101.75–120.38 · VW $109.71i $166,553,000 SEC
2019   Q2 1,537,719 2.24 Reduce 5.54% 0.13 $114.45–128.43 · VW $120.36i $177,130,000 SEC
2019   Q1 1,627,842 2.37 Add 2.47% 0.06 $91.95–116.77 · VW $106.61i $189,644,000 SEC
2018   Q4 1,588,636 2.08 Reduce 9.86% 0.20 $91.32–115.45 · VW $103.52i $148,522,000 SEC
2018   Q3 1,762,452 2.02 Reduce 0.28% <0.01 $101.65–121.28 · VW $108.25i $180,845,000 SEC
2018   Q2 1,767,460 2.19 Add 6.56% 0.13 $96.13–126.86 · VW $109.71i $189,967,000 SEC
2018   Q1 1,658,632 2.41 Add 2.92% 0.07 $114.33–133.38 · VW $125.46i $205,687,000 SEC
2017   Q4 1,611,582 2.32 Add 18.79% 0.37 $99.57–126.02 · VW $111.88i $200,223,000 SEC
2017   Q3 1,356,718 1.70 Add 30.77% 0.40 $103.50–123.83 · VW $111.71i $142,360,000 SEC
2017   Q2 1,037,495 1.50 Reduce 0.56% <0.01 $117.47–134.12 · VW $125.87i $122,767,000 SEC
2017   Q1 1,043,291 1.67 Reduce 3.74% 0.06 $127.00–143.68 · VW $135.63i $136,755,000 SEC
2016   Q4 1,083,778 1.71 Reduce 0.55% 0.01 $122.05–135.92 · VW $128.92i $138,789,000 SEC
2016   Q3 1,089,815 1.87 Reduce 6.67% 0.16 $133.00–157.31 · VW $145.28i $147,714,000 SEC
2016   Q2 1,167,672 2.34 Reduce 10.30% 0.22 $124.27–152.60 · VW $135.85i $177,965,000 SEC
2016   Q1 1,301,810 2.14 Reduce 26.61% 0.73 $117.36–130.61 · VW $126.54i $169,027,000 SEC
2015   Q4 1,773,704 2.74 Reduce 8.33% 0.24 $106.87–125.33 · VW $118.47i $218,769,000 SEC
2015   Q3 1,934,897 2.92 Add 2.32% 0.07 $104.30–118.50 · VW $112.86i $220,752,000 SEC
2015   Q2 1,891,086 2.47 Reduce 1.13% 0.03 $108.26–120.65 · VW $114.53i $205,013,000 SEC
2015   Q1 1,912,771 2.73 Add 0.93% 0.03 $97.28–117.65 · VW $110.15i $221,365,000 SEC
2014   Q4 1,895,126 2.44 Add 4.50% 0.11 $95.60–105.91 · VW $101.50i $191,370,000 SEC
2014   Q3 1,813,476 2.56 Add 17.03% 0.37 $97.69–107.74 · VW $101.33i $179,516,000 SEC
2014   Q2 1,549,600 2.24 Reduce 3.72% 0.08 $94.12–107.26 · VW $101.01i $165,141,000 SEC
2014   Q1 1,609,516 2.13 Add 92.85% 1.03 $87.10–103.65 · VW $97.30i $156,509,000 SEC
2013   Q4 834,578 1.20 Add 68.72% 0.49 $99.47–112.95 · VW $105.61i $86,479,000 SEC
2013   Q3 494,663 0.86 Reduce 15.84% 0.18 $101.44–114.72 · VW $107.99i $51,959,000 SEC
2013   Q2 587,734 1.15 Reduce 4.02% 0.05 $96.75–105.18 · VW $101.82i $60,625,000 SEC
2013   Q1 612,346 1.20 Reduce 0.45% <0.01 $86.48–99.29 · VW $93.01i $60,720,000 SEC
2012   Q4 615,091 1.27 Reduce 6.50% 0.09 $81.60–89.39 · VW $85.99i $53,045,000 SEC
2012   Q3 657,855 1.41 Reduce 24.15% 0.41 $74.12–87.73 · VW $82.00i $56,793,000 SEC
2012   Q2 867,345 1.69 Reduce 20.03% 0.43 $73.20–81.97 · VW $77.24i $65,502,000 SEC
2012   Q1 1,084,585 2.13 Reduce 0.66% 0.02 $70.50–81.66 · VW $77.54i $88,242,000 SEC
2011   Q4 1,091,745 2.30 Reduce 10.97% 0.31 $70.00–79.59 · VW $75.93i $85,342,000 SEC
2011   Q3 1,226,274 2.80 Reduce 28.87% 0.83 $66.43–80.25 · VW $73.80i $89,383,000 SEC
2011   Q2 1,723,879 2.89 Reduce 14.90% 0.56 $71.58–79.84 · VW $76.36i $131,773,000 SEC
2011   Q1 2,025,703 3.73 Add 19.35% 0.60 $61.16–73.13 · VW $66.71i $144,614,937,000 SEC
2010   Q4 1,697,286 2.57 Add 5.51% 0.13 $59.71–66.28 · VW $63.53i $111,426,826,000 SEC
2010   Q3 1,608,656 2.44 Reduce 16.59% 0.51 $57.20–63.75 · VW $60.14i $97,371,948,000 SEC
2010   Q2 1,928,544 3.07 Add 2.27% 0.07 $53.27–63.50 · VW $58.87i $116,136,920,000 SEC
2010   Q1 1,885,729 2.53 Add 2.51% 0.06 $57.72–63.00 · VW $60.23i $113,634,030,000 SEC
2009   Q4 1,839,489 2.70 Add 11.48% 0.28 $51.19–62.70 · VW $57.15i $113,588,446,000 SEC
2009   Q3 1,650,129 2.60 Reduce 1.12% 0.03 $47.63–55.36 · VW $51.55i $87,473,467,000 SEC
2009   Q2 1,668,815 2.59 Add 43.91% 0.79 $36.83–48.93 · VW $42.11i $81,204,538,000 SEC
2009   Q1 1,159,653 1.58 Reduce 38.78% 0.89 $34.09–46.49 · VW $40.02i $43,220,267,000 SEC
2008   Q4 1,894,278 2.30 Reduce 40.41% 1.11 $37.22–51.65 · VW $43.25i $82,135,894,000 SEC
2008   Q3 3,178,740 2.75 Add 1989.96% 2.61 $40.18–56.69 · VW $50.24i $161,130,330,000 SEC
2008   Q2 152,096 2.22 Reduce 97.13% 3.50 $40.64–55.58 · VW $47.69i $165,219,440,000 SEC
2008   Q1 5,308,469 3.60 Reduce 0.57% 0.02 $42.75–52.59 · VW $49.49i $268,661,749,000 SEC
2007   Q4 5,339,146 3.11 Reduce 0.60% 0.02 $48.45–54.68 · VW $51.28i $274,646,100,000 SEC
2007   Q3 5,371,445 3.01 Add 2.99% 0.09 $51.88–64.15 · VW $56.29i $286,942,705,000 SEC
2007   Q1 5,215,479 2.77 Reduce 2.24% 0.05 $46.57–53.99 · VW $49.78i $278,089,344,000 SEC
2006   Q4 5,334,987 2.40 Add 2.40% 0.06 $45.00–49.98 · VW $48.15i $258,587,390,000 SEC
2006   Q3 5,210,187 2.26 Reduce 1.66% 0.03 $43.00–49.01 · VW $46.66i $249,828,371,000 SEC
2006   Q2 5,297,978 1.77 Reduce 7.03% 0.11 $38.75–45.71 · VW $41.75i $236,819,356,000 SEC
2006   Q1 5,698,402 1.63 Add 0.27% <0.01 $37.15–46.30 · VW $41.05i $226,226,000 SEC
2005   Q4 5,682,861 1.78 Reduce 2.08% 0.04 $43.64–49.41 · VW $45.50i $250,046,000 SEC
2005   Q3 5,803,824 1.89 Reduce 0.28% <0.01 $44.64–48.57 · VW $47.21i $281,718,000 SEC
2005   Q2 5,819,969 1.86 Reduce 0.14% <0.01 $46.94–51.04 · VW $49.11i $273,189,000 SEC
2005   Q1 5,828,259 1.99 Add 0.12% <0.01 $45.60–51.65 · VW $48.67i $293,161,000 SEC
2004   Q4 5,821,486 1.77 Reduce 0.11% <0.01 $43.11–47.63 · VW $45.51i $274,017,000 SEC
2004   Q3 5,827,950 1.90 Add 56.73% 0.69 $40.80–47.00 · VW $44.24i $258,819,000 SEC
2004   Q2 3,718,560 0.04 Add 1.23% <0.01 $45.05–53.50 · VW $48.60i $170,719,000 SEC
2004   Q1 3,673,369 1.49 Reduce 1.09% 0.02 $44.90–52.87 · VW $49.82i $193,880,000 SEC
2003   Q4 3,713,881 1.39 Add 1.09% 0.02 $42.10–46.75 · VW $44.57i $168,202,000 SEC
2003   Q3 3,673,830 1.57 Add 1.96% 0.03 $37.61–43.74 · VW $40.57i $154,889,000 SEC
2003   Q2 3,603,043 1.63 Add 2.02% 0.03 $34.80–42.01 · VW $37.92i $143,725,000 SEC
2003   Q1 3,531,708 0.03 Add 4.09% <0.01 $33.00–42.25 · VW $37.06i $123,504,000 SEC
2002   Q4 3,392,827 1.83 Add 2.11% 0.04 $32.03–40.42 · VW $37.10i $135,068,000 SEC
2002   Q3 3,322,608 0.02 Reduce 46.64% 0.75 $28.71–38.84 · VW $34.90i $121,940,000 SEC
2002   Q2 6,226,310 1.62 Buy 1.62 $30.93–37.50 · VW $34.48i $212,503,968,000 SEC
Price snapshot:
Current price$110.53
Avg. buy price$1,289.45
+/- since buy-91.43%
52-week low$87.28
52-week high$118.08