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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
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

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 40.89% 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

Barrett & Company's SJM Position: Q2 2026 in Review

Barrett & Company increased its J.M. Smucker (SJM) stake by 1.1% in Q2 2026, buying an estimated $306 and bringing the position to 284 shares worth $32K. The position accounts for 0.01% of the portfolio, ranked #366.

Barrett & Company first reported a position in SJM in Q3 2022 and has held it in 16 quarters since. The position peaked at $92K in Q4 2022. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Barrett & Company held 284 shares of J.M. Smucker worth $32K as of Q2 2026.
  • Barrett & Company bought 3 J.M. Smucker shares in Q2 2026, an estimated $306.
  • J.M. Smucker made up 0.01% of Barrett & Company's portfolio in Q2 2026, its #366 holding.
  • Barrett & Company first reported a position in J.M. Smucker in Q3 2022 and has held it in 16 quarters since.
  • Barrett & Company's J.M. Smucker position peaked at $92K in Q4 2022.
  • 889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Barrett & Company's 13F filing for Q2 2026, filed 24 Jul 2026.