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  J.M. Smucker Co (SJM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 1,860,459 2.01 Add 15.63% 0.27 $96.44 $179,422,666 SEC
2025   Q4 1,608,943 1.70 Add 4.24% 0.07 $97.81 $157,370,715 SEC
2025   Q3 1,543,523 1.79 Add 0.95% 0.02 $108.60 $167,626,597 SEC
2025   Q2 1,528,938 1.71 Reduce 18.74% 0.49 $98.20 $150,141,712 SEC
2025   Q1 1,881,584 2.63 Add 2.66% 0.07 $118.41 $222,798,361 SEC
2024   Q4 1,832,861 2.18 Add 12.36% 0.24 $110.12 $201,834,653 SEC
2024   Q3 1,631,285 2.05 Add 20.39% 0.35 $121.10 $197,548,613 SEC
2024   Q2 1,354,999 1.63 Add 56.04% 0.59 $109.04 $147,749,091 SEC
2024   Q1 868,375 1.09 Add 58.66% 0.40 $125.87 $109,302,361 SEC
2023   Q4 547,326 0.70 Reduce 7.39% 0.06 $126.38 $69,171,060 SEC
2023   Q3 590,997 0.78 Add 0.10% <0.01 $122.91 $72,639,441 SEC
2023   Q2 590,413 0.84 Reduce 7.37% 0.07 $147.67 $87,186,288 SEC
2023   Q1 637,398 0.98 Reduce 1.16% 0.01 $157.37 $100,307,323 SEC
2022   Q4 644,853 1.04 Reduce 12.51% 0.14 $158.46 $102,183,407 SEC
2022   Q3 737,030 1.11 Reduce 27.18% 0.35 $137.41 $101,275,000 SEC
2022   Q2 1,012,115 1.29 Reduce 20.67% 0.32 $128.01 $129,561,000 SEC
2022   Q1 1,275,899 1.53 Reduce 14.38% 0.25 $135.41 $172,769,000 SEC
2021   Q4 1,490,218 1.71 Add 7.95% 0.13 $135.82 $202,402,000 SEC
2021   Q3 1,380,495 1.52 Add 2.25% 0.03 $120.03 $165,701,000 SEC
2021   Q2 1,350,089 1.64 Add 1.50% 0.02 $129.57 $174,931,000 SEC
2021   Q1 1,330,088 1.66 Add 38.11% 0.46 $126.53 $168,296,000 SEC
2020   Q4 963,094 1.25 Reduce 4.69% 0.08 $115.60 $111,334,000 SEC
2020   Q3 1,010,509 1.70 Reduce 6.12% 0.11 $115.52 $116,734,000 SEC
2020   Q2 1,076,328 1.73 Reduce 2.57% 0.06 $105.81 $113,886,000 SEC
2020   Q1 1,104,669 2.15 Reduce 26.91% 0.53 $111.00 $122,618,000 SEC
2019   Q4 1,511,360 1.97 Reduce 0.16% <0.01 $104.13 $157,378,000 SEC
2019   Q3 1,513,846 2.24 Reduce 1.55% 0.03 $110.02 $166,553,000 SEC
2019   Q2 1,537,719 2.24 Reduce 5.54% 0.13 $115.19 $177,130,000 SEC
2019   Q1 1,627,842 2.37 Add 2.47% 0.06 $116.50 $189,644,000 SEC
2018   Q4 1,588,636 2.08 Reduce 9.86% 0.20 $93.49 $148,522,000 SEC
2018   Q3 1,762,452 2.02 Reduce 0.28% <0.01 $102.61 $180,845,000 SEC
2018   Q2 1,767,460 2.19 Add 6.56% 0.13 $107.48 $189,967,000 SEC
2018   Q1 1,658,632 2.41 Add 2.92% 0.07 $124.01 $205,687,000 SEC
2017   Q4 1,611,582 2.32 Add 18.79% 0.37 $124.24 $200,223,000 SEC
2017   Q3 1,356,718 1.70 Add 30.77% 0.40 $104.93 $142,360,000 SEC
2017   Q2 1,037,495 1.50 Reduce 0.56% <0.01 $118.33 $122,767,000 SEC
2017   Q1 1,043,291 1.67 Reduce 3.74% 0.06 $131.08 $136,755,000 SEC
2016   Q4 1,083,778 1.71 Reduce 0.55% 0.01 $128.06 $138,789,000 SEC
2016   Q3 1,089,815 1.87 Reduce 6.67% 0.16 $135.54 $147,714,000 SEC
2016   Q2 1,167,672 2.34 Reduce 10.30% 0.22 $152.41 $177,965,000 SEC
2016   Q1 1,301,810 2.14 Reduce 26.61% 0.73 $129.84 $169,027,000 SEC
2015   Q4 1,773,704 2.74 Reduce 8.33% 0.24 $123.34 $218,769,000 SEC
2015   Q3 1,934,897 2.92 Add 2.32% 0.07 $114.09 $220,752,000 SEC
2015   Q2 1,891,086 2.47 Reduce 1.13% 0.03 $108.41 $205,013,000 SEC
2015   Q1 1,912,771 2.73 Add 0.93% 0.03 $115.73 $221,365,000 SEC
2014   Q4 1,895,126 2.44 Add 4.50% 0.11 $100.98 $191,370,000 SEC
2014   Q3 1,813,476 2.56 Add 17.03% 0.37 $98.99 $179,516,000 SEC
2014   Q2 1,549,600 2.24 Reduce 3.72% 0.08 $106.57 $165,141,000 SEC
2014   Q1 1,609,516 2.13 Add 92.85% 1.03 $97.24 $156,509,000 SEC
2013   Q4 834,578 1.20 Add 68.72% 0.49 $103.62 $86,479,000 SEC
2013   Q3 494,663 0.86 Reduce 15.84% 0.18 $105.04 $51,959,000 SEC
2013   Q2 587,734 1.15 Reduce 4.02% 0.05 $103.15 $60,625,000 SEC
2013   Q1 612,346 1.20 Reduce 0.45% <0.01 $99.16 $60,720,000 SEC
2012   Q4 615,091 1.27 Reduce 6.50% 0.09 $86.24 $53,045,000 SEC
2012   Q3 657,855 1.41 Reduce 24.15% 0.41 $86.33 $56,793,000 SEC
2012   Q2 867,345 1.69 Reduce 20.03% 0.43 $75.52 $65,502,000 SEC
2012   Q1 1,084,585 2.13 Reduce 0.66% 0.02 $81.36 $88,242,000 SEC
2011   Q4 1,091,745 2.30 Reduce 10.97% 0.31 $78.17 $85,342,000 SEC
2011   Q3 1,226,274 2.80 Reduce 28.87% 0.83 $72.89 $89,383,000 SEC
2011   Q2 1,723,879 2.89 Reduce 14.90% 0.56 $76.44 $131,773,000 SEC
2011   Q1 2,025,703 3.73 Add 19.35% 0.60 $71,390.00 $144,614,937,000 SEC
2010   Q4 1,697,286 2.57 Add 5.51% 0.13 $65,650.00 $111,426,826,000 SEC
2010   Q3 1,608,656 2.44 Reduce 16.59% 0.51 $60,530.00 $97,371,948,000 SEC
2010   Q2 1,928,544 3.07 Add 2.27% 0.07 $60,220.00 $116,136,920,000 SEC
2010   Q1 1,885,729 2.53 Add 2.51% 0.06 $60,260.00 $113,634,030,000 SEC
2009   Q4 1,839,489 2.70 Add 11.48% 0.28 $61,750.00 $113,588,446,000 SEC
2009   Q3 1,650,129 2.60 Reduce 1.12% 0.03 $53,010.08 $87,473,467,000 SEC
2009   Q2 1,668,815 2.59 Add 43.91% 0.79 $48,660.00 $81,204,538,000 SEC
2009   Q1 1,159,653 1.58 Reduce 38.78% 1.02 $37,270.00 $43,220,267,000 SEC
2008   Q4 1,894,278 2.64 Reduce 40.41% 1.11 $43,360.00 $82,135,894,000 SEC
2008   Q3 3,178,740 2.75 Reduce 21.81% 0.48 $50,690.00 $161,130,330,000 SEC
2008   Q2 4,065,439 2.22 Reduce 23.42% 0.84 $40,640.00 $165,219,440,000 SEC
2008   Q1 5,308,469 3.60 Reduce 0.57% 0.02 $50,610.03 $268,661,749,000 SEC
2007   Q4 5,339,146 3.11 Reduce 0.60% 0.02 $51,440.08 $274,646,100,000 SEC
2007   Q3 5,371,445 3.02 Add 2.99% 0.09 $53,420.02 $286,942,705,000 SEC
2007   Q1 5,215,479 2.77 Reduce 2.24% 0.05 $53,320.00 $278,089,344,000 SEC
2006   Q4 5,334,987 2.40 Add 2.40% 0.06 $48,470.11 $258,587,390,000 SEC
2006   Q3 5,210,187 2.26 Reduce 1.66% 0.03 $47,949.98 $249,828,371,000 SEC
2006   Q2 5,297,978 1.77 Buy 1.77 $44,699.95 $236,819,356,000 SEC
2006   Q1 0 0.00 Sell 100.00% 1.78 SEC
2005   Q4 5,682,861 1.78 Reduce 2.08% 0.04 $44.00 $250,046,000 SEC
2005   Q3 5,803,824 1.89 Reduce 0.28% <0.01 $48.54 $281,718,000 SEC
2005   Q2 5,819,969 1.86 Reduce 0.14% <0.01 $46.94 $273,189,000 SEC
2005   Q1 5,828,259 1.99 Add 0.12% <0.01 $50.30 $293,161,000 SEC
2004   Q4 5,821,486 1.77 Reduce 0.11% <0.01 $47.07 $274,017,000 SEC
2004   Q3 5,827,950 1.90 Add 56.73% 0.69 $44.41 $258,819,000 SEC
2004   Q2 3,718,560 0.04 Add 1.23% <0.01 $45.91 $170,719,000 SEC
2004   Q1 3,673,369 1.49 Reduce 1.09% 0.02 $52.78 $193,880,000 SEC
2003   Q4 3,713,881 1.39 Add 1.09% 0.02 $45.29 $168,202,000 SEC
2003   Q3 3,673,830 1.57 Add 1.96% 0.03 $42.16 $154,889,000 SEC
2003   Q2 3,603,043 1.63 Add 2.02% 0.03 $39.89 $143,725,000 SEC
2003   Q1 3,531,708 0.03 Add 4.09% <0.01 $34.97 $123,504,000 SEC
2002   Q4 3,392,827 1.83 Add 2.11% 0.04 $39.81 $135,068,000 SEC
2002   Q3 3,322,608 0.02 Reduce 46.64% 0.76 $36.70 $121,940,000 SEC
2002   Q2 6,226,310 1.62 Buy 1.62 $34,130.00 $212,503,968,000 SEC