Mario Gabelli's SJM Position Overview
Mario Gabelli (via Gamco Investors, Inc. Et Al) currently holds 146,188 shares of The J. M. Smucker Company (SJM) worth $14.3 M, representing 0.14% 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, Mario Gabelli has maintained a long-term strategic position in SJM, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2018, adding 155,663 shares. Largest reduction occurred in Q2 2020, reducing 82,900 shares.
Analysis based on 13F filings available since 2013 Q2
Mario Gabelli'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 Mario Gabelli
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -4,692 | Reduce 3.11% | 146,188 | $97.81 |
| Q3 2025 | -7,504 | Reduce 4.74% | 150,880 | $108.60 |
| Q2 2025 | +8,230 | Add 5.48% | 158,384 | $98.20 |
| Q1 2025 | -4,251 | Reduce 2.75% | 150,154 | $118.41 |
| Q4 2024 | -7,861 | Reduce 4.84% | 154,405 | $110.12 |
| Q3 2024 | +1,478 | Add 0.92% | 162,266 | $121.10 |
| Q2 2024 | -18,810 | Reduce 10.47% | 160,788 | $109.04 |
| Q1 2024 | -4,200 | Reduce 2.29% | 179,598 | $125.87 |
| Q4 2023 | -9,719 | Reduce 5.02% | 183,798 | $126.38 |
| Q3 2023 | +2,649 | Add 1.39% | 193,517 | $122.91 |
| Q2 2023 | -560 | Reduce 0.29% | 190,868 | $147.67 |
| Q1 2023 | -2,314 | Reduce 1.19% | 191,428 | $157.37 |
| Q4 2022 | -4,606 | Reduce 2.32% | 193,742 | $158.46 |
| Q3 2022 | -9,820 | Reduce 4.72% | 198,348 | $137.41 |
| Q2 2022 | -5,666 | Reduce 2.65% | 208,168 | $128.01 |
| Q1 2022 | -3,701 | Reduce 1.70% | 213,834 | $135.41 |
| Q4 2021 | -800 | Reduce 0.37% | 217,535 | $135.82 |
| Q3 2021 | +5,210 | Add 2.44% | 218,335 | $120.03 |
| Q2 2021 | -4,600 | Reduce 2.11% | 213,125 | $129.57 |
| Q1 2021 | +24,450 | Add 12.65% | 217,725 | $126.53 |
| Q4 2020 | +25,800 | Add 15.41% | 193,275 | $115.60 |
| Q3 2020 | -2,760 | Reduce 1.62% | 167,475 | $115.52 |
| Q2 2020 | -82,900 | Reduce 32.75% | 170,235 | $105.81 |
| Q1 2020 | -400 | Reduce 0.16% | 253,135 | $111.00 |
| Q4 2019 | +42,250 | Add 20.00% | 253,535 | $104.13 |
| Q3 2019 | +22,550 | Add 11.95% | 211,285 | $110.02 |
| Q2 2019 | -14,150 | Reduce 6.97% | 188,735 | $115.19 |
| Q1 2019 | +3,300 | Add 1.65% | 202,885 | $116.50 |
| Q4 2018 | +13,125 | Add 7.04% | 199,585 | $93.49 |
| Q3 2018 | +24,500 | Add 15.13% | 186,460 | $102.61 |
| Q2 2018 | +155,663 | Add 2472.02% | 161,960 | $107.48 |
| Q2 2017 | -2,000 | Reduce 24.11% | 6,297 | $118.31 |
| Q3 2015 | -1,500 | Reduce 15.31% | 8,297 | $114.14 |
| Q4 2014 | -500 | Reduce 4.86% | 9,797 | $100.95 |
| Q3 2014 | -283 | Reduce 2.67% | 10,297 | $98.96 |
| Q2 2014 | -900 | Reduce 7.84% | 10,580 | $106.62 |
| Q1 2014 | +1,200 | Add 11.67% | 11,480 | $97.21 |
| Q4 2013 | -1,100 | Reduce 9.67% | 10,280 | $103.60 |
| Q3 2013 | -800 | Reduce 6.57% | 11,380 | $105.01 |
| Q2 2013 | +12,180 | Add 0.00% | 12,180 | $103.12 |
Mario Gabelli's The J M Smucker Company Investment FAQs
Mario Gabelli first purchased The J. M. Smucker Company (SJM) in Q2 2013, acquiring 12,180 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mario Gabelli has held The J. M. Smucker Company (SJM) for 51 quarters since Q2 2013.
Mario Gabelli's largest addition to The J. M. Smucker Company (SJM) was in Q2 2018, adding 161,960 shares worth $17.41 M.
According to the latest 13F filing for Q4 2025, Mario Gabelli's firm, Gamco Investors, Inc. Et Al, owns 146,188 shares of The J. M. Smucker Company (SJM), valued at approximately $14.3 M.
As of the Q4 2025 filing, The J. M. Smucker Company (SJM) represents approximately 0.14% of Mario Gabelli's publicly disclosed stock portfolio, making it one of their key holdings.
Mario Gabelli's peak holding in The J. M. Smucker Company (SJM) was 253,535 shares, as reported at the end of Q4 2019.