John Rogers's SJM Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 1.61 M shares of The J. M. Smucker Company (SJM) worth $157.37 M, representing 1.70% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, John Rogers has maintained a long-term strategic position in SJM, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 774,938 shares. Largest reduction occurred in Q1 2016, reducing 471,894 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's The J M Smucker Company (SJM) Holding Value Over Time
Track share changes against reported price movement
Quarterly The J M Smucker Company (SJM) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +65,420 | Add 4.24% | 1.61 M | $97.81 |
| Q3 2025 | +14,585 | Add 0.95% | 1.54 M | $108.60 |
| Q2 2025 | -352,646 | Reduce 18.74% | 1.53 M | $98.20 |
| Q1 2025 | +48,723 | Add 2.66% | 1.88 M | $118.41 |
| Q4 2024 | +201,576 | Add 12.36% | 1.83 M | $110.12 |
| Q3 2024 | +276,286 | Add 20.39% | 1.63 M | $121.10 |
| Q2 2024 | +486,624 | Add 56.04% | 1.35 M | $109.04 |
| Q1 2024 | +321,049 | Add 58.66% | 868,375 | $125.87 |
| Q4 2023 | -43,671 | Reduce 7.39% | 547,326 | $126.38 |
| Q3 2023 | +584 | Add 0.10% | 590,997 | $122.91 |
| Q2 2023 | -46,985 | Reduce 7.37% | 590,413 | $147.67 |
| Q1 2023 | -7,455 | Reduce 1.16% | 637,398 | $157.37 |
| Q4 2022 | -92,177 | Reduce 12.51% | 644,853 | $158.46 |
| Q3 2022 | -275,085 | Reduce 27.18% | 737,030 | $137.41 |
| Q2 2022 | -263,784 | Reduce 20.67% | 1.01 M | $128.01 |
| Q1 2022 | -214,319 | Reduce 14.38% | 1.28 M | $135.41 |
| Q4 2021 | +109,723 | Add 7.95% | 1.49 M | $135.82 |
| Q3 2021 | +30,406 | Add 2.25% | 1.38 M | $120.03 |
| Q2 2021 | +20,001 | Add 1.50% | 1.35 M | $129.57 |
| Q1 2021 | +366,994 | Add 38.11% | 1.33 M | $126.53 |
| Q4 2020 | -47,415 | Reduce 4.69% | 963,094 | $115.60 |
| Q3 2020 | -65,819 | Reduce 6.12% | 1.01 M | $115.52 |
| Q2 2020 | -28,341 | Reduce 2.57% | 1.08 M | $105.81 |
| Q1 2020 | -406,691 | Reduce 26.91% | 1.1 M | $111.00 |
| Q4 2019 | -2,486 | Reduce 0.16% | 1.51 M | $104.13 |
| Q3 2019 | -23,873 | Reduce 1.55% | 1.51 M | $110.02 |
| Q2 2019 | -90,123 | Reduce 5.54% | 1.54 M | $115.19 |
| Q1 2019 | +39,206 | Add 2.47% | 1.63 M | $116.50 |
| Q4 2018 | -173,816 | Reduce 9.86% | 1.59 M | $93.49 |
| Q3 2018 | -5,008 | Reduce 0.28% | 1.76 M | $102.61 |
| Q2 2018 | +108,828 | Add 6.56% | 1.77 M | $107.48 |
| Q1 2018 | +47,050 | Add 2.92% | 1.66 M | $124.01 |
| Q4 2017 | +254,864 | Add 18.79% | 1.61 M | $124.24 |
| Q3 2017 | +319,223 | Add 30.77% | 1.36 M | $104.93 |
| Q2 2017 | -5,796 | Reduce 0.56% | 1.04 M | $118.33 |
| Q1 2017 | -40,487 | Reduce 3.74% | 1.04 M | $131.08 |
| Q4 2016 | -6,037 | Reduce 0.55% | 1.08 M | $128.06 |
| Q3 2016 | -77,857 | Reduce 6.67% | 1.09 M | $135.54 |
| Q2 2016 | -134,138 | Reduce 10.30% | 1.17 M | $152.41 |
| Q1 2016 | -471,894 | Reduce 26.61% | 1.3 M | $129.84 |
| Q4 2015 | -161,193 | Reduce 8.33% | 1.77 M | $123.34 |
| Q3 2015 | +43,811 | Add 2.32% | 1.93 M | $114.09 |
| Q2 2015 | -21,685 | Reduce 1.13% | 1.89 M | $108.41 |
| Q1 2015 | +17,645 | Add 0.93% | 1.91 M | $115.73 |
| Q4 2014 | +81,650 | Add 4.50% | 1.9 M | $100.98 |
| Q3 2014 | +263,876 | Add 17.03% | 1.81 M | $98.99 |
| Q2 2014 | -59,916 | Reduce 3.72% | 1.55 M | $106.57 |
| Q1 2014 | +774,938 | Add 92.85% | 1.61 M | $97.24 |
| Q4 2013 | +339,915 | Add 68.72% | 834,578 | $103.62 |
| Q3 2013 | -93,071 | Reduce 15.84% | 494,663 | $105.04 |
| Q2 2013 | +587,735 | Add 0.00% | 587,734 | $103.15 |
John Rogers's The J M Smucker Company Investment FAQs
John Rogers first purchased The J. M. Smucker Company (SJM) in Q2 2013, acquiring 587,734 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held The J. M. Smucker Company (SJM) for 51 quarters since Q2 2013.
John Rogers's largest addition to The J. M. Smucker Company (SJM) was in Q1 2014, adding 1,609,516 shares worth $156.51 M.
According to the latest 13F filing for Q4 2025, John Rogers's firm, Ariel Investments, LLC, owns 1,608,943 shares of The J. M. Smucker Company (SJM), valued at approximately $157.37 M.
As of the Q4 2025 filing, The J. M. Smucker Company (SJM) represents approximately 1.70% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in The J. M. Smucker Company (SJM) was 1,934,897 shares, as reported at the end of Q3 2015.