BAMCO Inc’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-251
| Closed | -$29.7K | – | 328 |
|
|
2025
Q1 | $29.7K | Hold |
251
| – | – | ﹤0.01% | 313 |
|
|
2024
Q4 | $27.6K | Hold |
251
| – | – | ﹤0.01% | 315 |
|
|
2024
Q3 | $30.4K | Hold |
251
| – | – | ﹤0.01% | 326 |
|
|
2024
Q2 | $27.4K | Hold |
251
| – | – | ﹤0.01% | 327 |
|
|
2024
Q1 | $31.6K | Hold |
251
| – | – | ﹤0.01% | 330 |
|
|
2023
Q4 | $31.7K | Hold |
251
| – | – | ﹤0.01% | 327 |
|
|
2023
Q3 | $30.9K | Hold |
251
| – | – | ﹤0.01% | 331 |
|
|
2023
Q2 | $37.1K | Hold |
251
| – | – | ﹤0.01% | 340 |
|
|
2023
Q1 | $39.5K | Hold |
251
| – | – | ﹤0.01% | 357 |
|
|
2022
Q4 | $39.8K | Hold |
251
| – | – | ﹤0.01% | 370 |
|
|
2022
Q3 | $34K | Hold |
251
| – | – | ﹤0.01% | 365 |
|
|
2022
Q2 | $32K | Hold |
251
| – | – | ﹤0.01% | 367 |
|
|
2022
Q1 | $34K | Hold |
251
| – | – | ﹤0.01% | 385 |
|
|
2021
Q4 | $34K | Hold |
251
| – | – | ﹤0.01% | 402 |
|
|
2021
Q3 | $30K | Hold |
251
| – | – | ﹤0.01% | 394 |
|
|
2021
Q2 | $33K | Hold |
251
| – | – | ﹤0.01% | 398 |
|
|
2021
Q1 | $32K | Hold |
251
| – | – | ﹤0.01% | 391 |
|
|
2020
Q4 | $29K | Hold |
251
| – | – | ﹤0.01% | 375 |
|
|
2020
Q3 | $29K | Hold |
251
| – | – | ﹤0.01% | 354 |
|
|
2020
Q2 | $27K | Hold |
251
| – | – | ﹤0.01% | 339 |
|
|
2020
Q1 | $28K | Hold |
251
| – | – | ﹤0.01% | 331 |
|
|
2019
Q4 | $26K | Hold |
251
| – | – | ﹤0.01% | 350 |
|
|
2019
Q3 | $28K | Hold |
251
| – | – | ﹤0.01% | 342 |
|
|
2019
Q2 | $29K | Hold |
251
| – | – | ﹤0.01% | 355 |
|
|
2019
Q1 | $29K | Hold |
251
| – | – | ﹤0.01% | 352 |
|
|
2018
Q4 | $23K | Hold |
251
| – | – | ﹤0.01% | 367 |
|
|
2018
Q3 | $26K | Hold |
251
| – | – | ﹤0.01% | 367 |
|
|
2018
Q2 | $27K | Hold |
251
| – | – | ﹤0.01% | 356 |
|
|
2018
Q1 | $31K | Hold |
251
| – | – | ﹤0.01% | 346 |
|
|
2017
Q4 | $31K | Hold |
251
| – | – | ﹤0.01% | 317 |
|
|
2017
Q3 | $26K | Hold |
251
| – | – | ﹤0.01% | 317 |
|
|
2017
Q2 | $30K | Hold |
251
| – | – | ﹤0.01% | 337 |
|
|
2017
Q1 | $33K | Hold |
251
| – | – | ﹤0.01% | 321 |
|
|
2016
Q4 | $32K | Hold |
251
| – | – | ﹤0.01% | 319 |
|
|
2016
Q3 | $34K | Buy |
+251
| New | +$36.8K | ﹤0.01% | 306 |
|
Other funds holding SJM
BAMCO Inc's SJM Position: Q2 2025 in Review
BAMCO Inc sold out of J.M. Smucker (SJM) in Q2 2025, closing a stake of 251 shares — an estimated $29.7K sold.
BAMCO Inc first reported a position in SJM in Q3 2016 and held it in 35 quarters. The position peaked at $39.8K in Q4 2022. 797 funds tracked by Wall St. Rank hold SJM as of Q2 2025.
- BAMCO Inc reported no remaining J.M. Smucker position as of Q2 2025 after selling out during the quarter.
- BAMCO Inc sold 251 J.M. Smucker shares in Q2 2025, an estimated $29.7K.
- BAMCO Inc first reported a position in J.M. Smucker in Q3 2016 and held it in 35 quarters.
- BAMCO Inc's J.M. Smucker position peaked at $39.8K in Q4 2022.
- 797 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2025.
Based on BAMCO Inc's 13F filing for Q2 2025, filed 14 Aug 2025.