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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
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% +$99.7K 0.07% 182
2020
Q1 		$1.14M Buy
+10,251
New +$1.1M 0.08% 161

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bailard's SJM Position: Q2 2026 in Review

Bailard reduced its J.M. Smucker (SJM) stake by 26% in Q2 2026, selling an estimated $127K and leaving 3,619 shares worth $407K. The position accounts for 0.01% of the portfolio, ranked #550.

Bailard first reported a position in SJM in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.96M in Q1 2023. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Bailard held 3,619 shares of J.M. Smucker worth $407K as of Q2 2026.
  • Bailard sold 1,250 J.M. Smucker shares in Q2 2026, an estimated $127K.
  • J.M. Smucker made up 0.01% of Bailard's portfolio in Q2 2026, its #550 holding.
  • Bailard first reported a position in J.M. Smucker in Q1 2020 and has held it in 26 quarters since.
  • Bailard's J.M. Smucker position peaked at $1.96M in Q1 2023.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Bailard's 13F filing for Q2 2026, filed 30 Jul 2026.