Bartlett & Co Wealth Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $402K | Sell |
4,148
-204
| -5% | -$21.4K | 0.01% | 369 |
|
|
2025
Q4 | $426K | Sell |
4,352
-500
| -10% | -$51.7K | 0.01% | 356 |
|
|
2025
Q3 | $527K | Buy |
4,852
+30
| +0.6% | +$3.26K | 0.01% | 332 |
|
|
2025
Q2 | $474K | Buy |
4,822
+200
| +4% | +$22K | 0.01% | 340 |
|
|
2025
Q1 | $547K | Sell |
4,622
-673
| -13% | -$72.7K | 0.01% | 319 |
|
|
2024
Q4 | $583K | Sell |
5,295
-165
| -3% | -$19K | 0.01% | 307 |
|
|
2024
Q3 | $661K | Sell |
5,460
-230
| -4% | -$27.1K | 0.01% | 300 |
|
|
2024
Q2 | $620K | Sell |
5,690
-3,165
| -36% | -$358K | 0.01% | 296 |
|
|
2024
Q1 | $1.11M | Sell |
8,855
-3,433
| -28% | -$435K | 0.02% | 253 |
|
|
2023
Q4 | $1.55M | Sell |
12,288
-2,082
| -14% | -$241K | 0.03% | 229 |
|
|
2023
Q3 | $1.77M | Sell |
14,370
-2,157
| -13% | -$306K | 0.03% | 205 |
|
|
2023
Q2 | $2.44M | Buy |
16,527
+7,895
| +91% | +$1.2M | 0.04% | 178 |
|
|
2023
Q1 | $1.36M | Buy |
8,632
+58
| +0.7% | +$8.81K | 0.03% | 203 |
|
|
2022
Q4 | $1.36M | Buy |
8,574
+160
| +2% | +$23.8K | 0.03% | 205 |
|
|
2022
Q3 | $1.16M | Sell |
8,414
-137
| -2% | -$18.7K | 0.02% | 207 |
|
|
2022
Q2 | $1.09M | Buy |
8,551
+341
| +4% | +$45.5K | 0.02% | 212 |
|
|
2022
Q1 | $1.11M | Sell |
8,210
-395
| -5% | -$53.8K | 0.02% | 220 |
|
|
2021
Q4 | $1.17M | Buy |
8,605
+1,397
| +19% | +$178K | 0.02% | 224 |
|
|
2021
Q3 | $865K | Sell |
7,208
-7,113
| -50% | -$904K | 0.02% | 217 |
|
|
2021
Q2 | $1.86M | Sell |
14,321
-8,553
| -37% | -$1.14M | 0.04% | 175 |
|
|
2021
Q1 | $2.89M | Sell |
22,874
-38,699
| -63% | -$4.57M | 0.06% | 149 |
|
|
2020
Q4 | $7.12M | Sell |
61,573
-754
| -1% | -$87.6K | 0.15% | 109 |
|
|
2020
Q3 | $7.2M | Buy |
62,327
+1,204
| +2% | +$134K | 0.17% | 105 |
|
|
2020
Q2 | $6.47M | Buy |
61,123
+1,518
| +3% | +$171K | 0.17% | 107 |
|
|
2020
Q1 | $6.62M | Sell |
59,605
-1,531
| -3% | -$164K | 0.2% | 100 |
|
|
2019
Q4 | $6.37M | Sell |
61,136
-11,991
| -16% | -$1.27M | 0.16% | 110 |
|
|
2019
Q3 | $8.05M | Buy |
73,127
+2,557
| +4% | +$285K | 0.21% | 102 |
|
|
2019
Q2 | $8.13M | Sell |
70,570
-3,270
| -4% | -$399K | 0.3% | 70 |
|
|
2019
Q1 | $8.6M | Buy |
73,840
+4,804
| +7% | +$502K | 0.33% | 70 |
|
|
2018
Q4 | $6.45M | Sell |
69,036
-14,438
| -17% | -$1.51M | 0.27% | 75 |
|
|
2018
Q3 | $8.57M | Sell |
83,474
-12,772
| -13% | -$1.39M | 0.32% | 70 |
|
|
2018
Q2 | $10.3M | Sell |
96,246
-4,533
| -4% | -$509K | 0.42% | 65 |
|
|
2018
Q1 | $12.5M | Buy |
+100,779
| New | +$12.6M | 0.52% | 61 |
|
Other funds holding SJM
VCM
VPM
Bartlett & Co Wealth Management's SJM Position: Q1 2026 in Review
Bartlett & Co Wealth Management reduced its J.M. Smucker (SJM) stake by 4.7% in Q1 2026, selling an estimated $21.4K and leaving 4,148 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #369.
Bartlett & Co Wealth Management first reported a position in SJM in Q1 2018 and has held it in 33 quarters since. The position peaked at $12.5M in Q1 2018. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.
- Bartlett & Co Wealth Management held 4,148 shares of J.M. Smucker worth $402K as of Q1 2026.
- Bartlett & Co Wealth Management sold 204 J.M. Smucker shares in Q1 2026, an estimated $21.4K.
- J.M. Smucker made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #369 holding.
- Bartlett & Co Wealth Management first reported a position in J.M. Smucker in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's J.M. Smucker position peaked at $12.5M in Q1 2018.
- 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.