Bailard
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Bailard’s J.M. Smucker SJM Stock Holding History

Bailard’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$400K Sell
3,368
-251
-7% -$30.2K 0.01% 537
2026
Q2 		$407K Sell
3,619
-1,250
-26% -$127K 0.01% 550
2026
Q1 		$470K Sell
4,869
-75
-2% -$7.85K 0.01% 499
2025
Q4 		$484K Buy
4,944
+391
+9% +$40.4K 0.01% 479
2025
Q3 		$494K Sell
4,553
-8,191
-64% -$890K 0.01% 499
2025
Q2 		$1.25M Buy
12,744
+272
+2% +$29.9K 0.03% 296
2025
Q1 		$1.48M Buy
12,472
+472
+4% +$51K 0.04% 254
2024
Q4 		$1.32M Sell
12,000
-292
-2% -$33.6K 0.03% 265
2024
Q3 		$1.49M Sell
12,292
-19
-0.2% -$2.24K 0.04% 256
2024
Q2 		$1.34M Sell
12,311
-260
-2% -$29.4K 0.04% 257
2024
Q1 		$1.58M Sell
12,571
-342
-3% -$43.3K 0.04% 250
2023
Q4 		$1.63M Sell
12,913
-1,279
-9% -$148K 0.05% 236
2023
Q3 		$1.74M Buy
14,192
+1,862
+15% +$264K 0.06% 213
2023
Q2 		$1.82M Sell
12,330
-118
-0.9% -$18K 0.06% 203
2023
Q1 		$1.96M Buy
12,448
+507
+4% +$77K 0.07% 194
2022
Q4 		$1.89M Buy
11,941
+419
+4% +$62.4K 0.07% 194
2022
Q3 		$1.58M Buy
11,522
+291
+3% +$39.7K 0.07% 205
2022
Q2 		$1.44M Buy
11,231
+152
+1% +$20.3K 0.06% 213
2022
Q1 		$1.5M Buy
11,079
+424
+4% +$57.8K 0.05% 221
2021
Q4 		$1.45M Sell
10,655
-120
-1% -$15.3K 0.05% 227
2021
Q3 		$1.29M Buy
10,775
+205
+2% +$26.1K 0.04% 235
2021
Q2 		$1.37M Buy
10,570
+99
+0.9% +$13.1K 0.05% 243
2021
Q1 		$1.32M Sell
10,471
-224
-2% -$26.4K 0.05% 242
2020
Q4 		$1.24M Sell
10,695
-296
-3% -$34.4K 0.06% 194
2020
Q3 		$1.27M Sell
10,991
-147
-1% -$16.4K 0.07% 175
2020
Q2 		$1.18M Buy
11,138
+887
+9% +$100K 0.07% 182
2020
Q1 		$1.14M Buy
+10,251
New +$1.1M 0.08% 161

Other funds holding SJM

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Cantor Fitzgerald Investment Advisors
Cantor Fitzgerald Investment Advisors New York $1.47B AUM 20.15% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Clark & Stuart Inc
Clark & Stuart Inc Portland, Maine $162M AUM 19.17% 1-Year Est. Return
Thompson Investment Management
Thompson Investment Management Madison, Wisconsin $873M AUM 26.56% 1-Year Est. Return
Sage Capital Advisors
Sage Capital Advisors Sioux Falls, South Dakota $498M AUM 28.29% 1-Year Est. Return

Bailard's SJM Position: Q3 2026 in Review

Bailard reduced its J.M. Smucker (SJM) stake by 6.9% in Q3 2026, selling an estimated $30.2K and leaving 3,368 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #537.

Bailard first reported a position in SJM in Q1 2020 and has held it in 27 quarters since. The position peaked at $1.96M in Q1 2023. 141 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Bailard held 3,368 shares of J.M. Smucker worth $400K as of Q3 2026.
  • Bailard sold 251 J.M. Smucker shares in Q3 2026, an estimated $30.2K.
  • J.M. Smucker made up 0.01% of Bailard's portfolio in Q3 2026, its #537 holding.
  • Bailard first reported a position in J.M. Smucker in Q1 2020 and has held it in 27 quarters since.
  • Bailard's J.M. Smucker position peaked at $1.96M in Q1 2023.
  • 141 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Bailard's 13F filing for Q3 2026, filed 13 Oct 2026.