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Barnes Dennig Private Wealth Management’s J.M. Smucker SJM Stock Holding History

Barnes Dennig Private Wealth Management’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 		$1.13K Hold
10
– – ﹤0.01% 324
2026
Q1 		$964 Hold
10
– – ﹤0.01% 301
2025
Q4 		$978 Buy
+10
New +$1.03K ﹤0.01% 307

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Barnes Dennig Private Wealth Management's SJM Position: Q2 2026 in Review

Barnes Dennig Private Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 10 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #324.

Barnes Dennig Private Wealth Management first reported a position in SJM in Q4 2025 and has held it in 3 quarters since. 483 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Barnes Dennig Private Wealth Management held 10 shares of J.M. Smucker worth $1.13K as of Q2 2026.
  • Barnes Dennig Private Wealth Management left its J.M. Smucker share count unchanged in Q2 2026.
  • J.M. Smucker made up ﹤0.01% of Barnes Dennig Private Wealth Management's portfolio in Q2 2026, its #324 holding.
  • Barnes Dennig Private Wealth Management first reported a position in J.M. Smucker in Q4 2025 and has held it in 3 quarters since.
  • 483 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.