Robert Millen - Jensen Investment Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    84
Portfolio value:    $5,072,800,848
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
2004   Q3 0 0.00 Sell 100.00% $40.80–47.00 · VW $44.24i SEC
2004   Q2 16 0.00 $62.50 $1,000 SEC
2004   Q1 16 0.00 $62.50 $1,000 SEC
2003   Q4 16 <0.01 $62.50 $1,000 SEC
2003   Q3 16 <0.01 Reduce 23.81% $37.61–43.74 · VW $40.57i $1,000 SEC
2003   Q2 21 <0.01 Reduce 34.38% $34.80–42.01 · VW $37.92i $1,000 SEC
2003   Q1 32 <0.01 Reduce 48.39% <0.01 $33.00–42.25 · VW $37.06i $1,119 SEC
2002   Q4 62 <0.01 Reduce 58.94% <0.01 $32.03–40.42 · VW $37.10i $2,000 SEC
2002   Q3 151 <0.01 Reduce 66.22% <0.01 $28.71–38.84 · VW $34.90i $5,542,000 SEC
2002   Q2 447 <0.01 Buy <0.01 $30.93–37.50 · VW $34.48i $15,256,000 SEC
Price snapshot:
Current price$110.53
52-week low$87.28
52-week high$118.08