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Bare Financial Services’s J.M. Smucker SJM Stock Holding History

Bare Financial Services’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 		$4.05K Buy
36
+12
+50% +$1.22K ﹤0.01% 929
2026
Q1 		$2.31K Buy
24
+19
+380% +$1.99K ﹤0.01% 933
2025
Q4 		$489 Sell
5
-15
-75% -$1.55K ﹤0.01% 1422
2025
Q3 		$2.17K Buy
20
+6
+43% +$652 ﹤0.01% 790
2025
Q2 		$1.38K Buy
+14
New +$1.54K ﹤0.01% 820

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 40.91% 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

Bare Financial Services's SJM Position: Q2 2026 in Review

Bare Financial Services increased its J.M. Smucker (SJM) stake by 50% in Q2 2026, buying an estimated $1.22K and bringing the position to 36 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #929.

Bare Financial Services first reported a position in SJM in Q2 2025 and has held it in 5 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Bare Financial Services held 36 shares of J.M. Smucker worth $4.05K as of Q2 2026.
  • Bare Financial Services bought 12 J.M. Smucker shares in Q2 2026, an estimated $1.22K.
  • J.M. Smucker made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #929 holding.
  • Bare Financial Services first reported a position in J.M. Smucker in Q2 2025 and has held it in 5 quarters since.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.