Barrett & Company
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Barrett & Company’s J.M. Smucker SJM Stock Holding History

Barrett & Company’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
Q3 		$34.1K Buy
287
+3
+1% +$361 0.01% 347
2026
Q2 		$32K Buy
284
+3
+1% +$306 0.01% 366
2026
Q1 		$27.1K Buy
281
+2
+0.7% +$209 0.01% 360
2025
Q4 		$27.3K Sell
279
-297
-52% -$30.7K 0.01% 362
2025
Q3 		$62.5K Buy
576
+3
+0.5% +$326 0.02% 268
2025
Q2 		$56.3K Buy
573
+3
+0.5% +$330 0.02% 281
2025
Q1 		$67.5K Buy
570
+2
+0.4% +$216 0.03% 233
2024
Q4 		$62.5K Buy
568
+3
+0.5% +$345 0.03% 242
2024
Q3 		$68.5K Buy
565
+2
+0.4% +$236 0.03% 229
2024
Q2 		$61.4K Sell
563
-28
-5% -$3.17K 0.03% 244
2024
Q1 		$74.4K Buy
591
+3
+0.5% +$380 0.04% 229
2023
Q4 		$74.4K Buy
588
+2
+0.3% +$232 0.04% 217
2023
Q3 		$72K Buy
586
+2
+0.3% +$284 0.04% 212
2023
Q2 		$86.3K Buy
584
+1
+0.2% +$153 0.05% 199
2023
Q1 		$91.7K Buy
583
+2
+0.3% +$304 0.06% 187
2022
Q4 		$92K Hold
581
– – 0.06% 175
2022
Q3 		$92K Buy
+581
New +$79.2K 0.06% 175

Other funds holding SJM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return

Barrett & Company's SJM Position: Q3 2026 in Review

Barrett & Company increased its J.M. Smucker (SJM) stake by 1.1% in Q3 2026, buying an estimated $361 and bringing the position to 287 shares worth $34.1K. The position accounts for 0.01% of the portfolio, ranked #347.

Barrett & Company first reported a position in SJM in Q3 2022 and has held it in 17 quarters since. The position peaked at $92K in Q4 2022. 574 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Barrett & Company held 287 shares of J.M. Smucker worth $34.1K as of Q3 2026.
  • Barrett & Company bought 3 J.M. Smucker shares in Q3 2026, an estimated $361.
  • J.M. Smucker made up 0.01% of Barrett & Company's portfolio in Q3 2026, its #347 holding.
  • Barrett & Company first reported a position in J.M. Smucker in Q3 2022 and has held it in 17 quarters since.
  • Barrett & Company's J.M. Smucker position peaked at $92K in Q4 2022.
  • 574 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Barrett & Company's 13F filing for Q3 2026, filed 22 Oct 2026.