Baird Financial Group
SJM icon

Baird Financial Group’s J.M. Smucker SJM Stock Holding History

Baird Financial Group’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
Q1 		$1.92M Buy
19,890
+2,088
+12% +$219K ﹤0.01% 1059
2025
Q4 		$1.74M Sell
17,802
-3,827
-18% -$396K ﹤0.01% 1082
2025
Q3 		$2.35M Sell
21,629
-24,720
-53% -$2.68M ﹤0.01% 990
2025
Q2 		$4.55M Buy
46,349
+18,310
+65% +$2.01M 0.01% 748
2025
Q1 		$3.32M Sell
28,039
-1,910
-6% -$206K 0.01% 812
2024
Q4 		$3.3M Sell
29,949
-1,527
-5% -$176K 0.01% 819
2024
Q3 		$3.81M Sell
31,476
-425
-1% -$50.1K 0.01% 769
2024
Q2 		$3.48M Sell
31,901
-12,783
-29% -$1.45M 0.01% 778
2024
Q1 		$5.62M Buy
44,684
+6,521
+17% +$826K 0.01% 630
2023
Q4 		$4.82M Sell
38,163
-28,349
-43% -$3.28M 0.01% 665
2023
Q3 		$8.17M Sell
66,512
-11,542
-15% -$1.64M 0.02% 479
2023
Q2 		$11.5M Sell
78,054
-7,575
-9% -$1.16M 0.03% 410
2023
Q1 		$13.5M Sell
85,629
-10,191
-11% -$1.55M 0.03% 372
2022
Q4 		$15.2M Buy
95,820
+16,586
+21% +$2.47M 0.04% 342
2022
Q3 		$10.9M Buy
79,234
+13,140
+20% +$1.79M 0.03% 403
2022
Q2 		$8.46M Buy
66,094
+26,164
+66% +$3.49M 0.02% 465
2022
Q1 		$5.41M Buy
39,930
+4,621
+13% +$630K 0.01% 594
2021
Q4 		$4.8M Buy
35,309
+687
+2% +$87.6K 0.01% 624
2021
Q3 		$4.16M Sell
34,622
-124
-0.4% -$15.8K 0.01% 667
2021
Q2 		$4.5M Buy
34,746
+1,807
+5% +$240K 0.01% 630
2021
Q1 		$4.17M Buy
32,939
+1,017
+3% +$120K 0.01% 633
2020
Q4 		$3.69M Buy
31,922
+570
+2% +$66.3K 0.01% 633
2020
Q3 		$3.62M Buy
31,352
+160
+0.5% +$17.8K 0.01% 577
2020
Q2 		$3.3M Buy
31,192
+851
+3% +$95.6K 0.01% 592
2020
Q1 		$3.37M Sell
30,341
-5,142
-14% -$550K 0.02% 529
2019
Q4 		$3.69M Buy
35,483
+2,260
+7% +$239K 0.01% 601
2019
Q3 		$3.65M Buy
33,223
+2,848
+9% +$317K 0.01% 595
2019
Q2 		$3.5M Buy
30,375
+19,438
+178% +$2.37M 0.01% 619
2019
Q1 		$1.27M Buy
10,937
+114
+1% +$11.9K 0.01% 791
2018
Q4 		$1.01M Sell
10,823
-56,201
-84% -$5.87M 0.01% 793
2018
Q3 		$6.87M Buy
67,024
+5,142
+8% +$562K 0.04% 383
2018
Q2 		$6.67M Sell
61,882
-491
-0.8% -$55.1K 0.05% 369
2018
Q1 		$7.74M Buy
62,373
+293
+0.5% +$36.6K 0.05% 334
2017
Q4 		$7.71M Sell
62,080
-3,689
-6% -$410K 0.05% 336
2017
Q3 		$6.9M Buy
65,769
+1,268
+2% +$145K 0.05% 351
2017
Q2 		$7.63M Buy
64,501
+1,829
+3% +$231K 0.06% 314
2017
Q1 		$8.21M Buy
62,672
+4,415
+8% +$600K 0.07% 291
2016
Q4 		$7.46M Buy
58,257
+1,065
+2% +$138K 0.06% 291
2016
Q3 		$7.75M Sell
57,192
-18,061
-24% -$2.65M 0.07% 284
2016
Q2 		$11.4M Sell
75,253
-2,860
-4% -$380K 0.1% 200
2016
Q1 		$10.1M Buy
78,113
+9,558
+14% +$1.2M 0.1% 219
2015
Q4 		$8.46M Buy
68,555
+659
+1% +$78.5K 0.08% 243
2015
Q3 		$7.75M Buy
67,896
+16,946
+33% +$1.89M 0.08% 242
2015
Q2 		$5.52M Buy
+50,950
New +$5.9M 0.05% 315

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baird Financial Group's SJM Position: Q1 2026 in Review

Baird Financial Group increased its J.M. Smucker (SJM) stake by 12% in Q1 2026, buying an estimated $219K and bringing the position to 19,890 shares worth $1.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

Baird Financial Group first reported a position in SJM in Q2 2015 and has held it in 44 quarters since. The position peaked at $15.2M in Q4 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Baird Financial Group held 19,890 shares of J.M. Smucker worth $1.92M as of Q1 2026.
  • Baird Financial Group bought 2,088 J.M. Smucker shares in Q1 2026, an estimated $219K.
  • J.M. Smucker made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1059 holding.
  • Baird Financial Group first reported a position in J.M. Smucker in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's J.M. Smucker position peaked at $15.2M in Q4 2022.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.