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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Barrett & Company's SJM Position: Q1 2026 in Review

Barrett & Company increased its J.M. Smucker (SJM) stake by 0.72% in Q1 2026, buying an estimated $209 and bringing the position to 281 shares worth $27.1K. The position accounts for 0.01% of the portfolio, ranked #360.

Barrett & Company first reported a position in SJM in Q3 2022 and has held it in 15 quarters since. The position peaked at $92K in Q4 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Barrett & Company held 281 shares of J.M. Smucker worth $27.1K as of Q1 2026.
Barrett & Company bought 2 J.M. Smucker shares in Q1 2026, an estimated $209.
J.M. Smucker made up 0.01% of Barrett & Company's portfolio in Q1 2026, its #360 holding.
Barrett & Company first reported a position in J.M. Smucker in Q3 2022 and has held it in 15 quarters since.
Barrett & Company's J.M. Smucker position peaked at $92K in Q4 2022.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.