Bay Harbor Wealth Management’s J.M. Smucker SJM Stock Holding History

Bay Harbor 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	$83K	Buy	738 +1	+0.1%	+$102	0.02%	121
2026 Q1	$71.1K	Buy	737 +728	+8,089%	+$76.2K	0.02%	106
2025 Q4	$880	Buy	9 +2	+29%	+$207	﹤0.01%	678
2025 Q3	$760	Buy	7 +3	+75%	+$326	﹤0.01%	598
2025 Q2	$392	Buy	4 +1	+33%	+$110	﹤0.01%	725
2025 Q1	$355	Buy	+3	New	+$324	﹤0.01%	512
2021 Q2	–	Sell	-1	Closed	–	–	225
2021 Q1	$0	Hold	1	–	–	﹤0.01%	387
2020 Q4	$0	Hold	1	–	–	﹤0.01%	456
2020 Q3	$0	Hold	1	–	–	﹤0.01%	408
2020 Q2	$0	Hold	1	–	–	﹤0.01%	409
2020 Q1	$0	Hold	1	–	–	﹤0.01%	400
2019 Q4	$0	Hold	1	–	–	﹤0.01%	378
2019 Q3	$0	Hold	1	–	–	﹤0.01%	384
2019 Q2	$0	Sell	1 -107	-99%	-$13.1K	﹤0.01%	410
2019 Q1	$13K	Hold	108	–	–	0.01%	258
2018 Q4	$10K	Buy	+108	New	+$11.3K	0.01%	255

Other funds holding SJM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bay Harbor Wealth Management's SJM Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its J.M. Smucker (SJM) stake by 0.14% in Q2 2026, buying an estimated $102 and bringing the position to 738 shares worth $83K. The position accounts for 0.02% of the portfolio, ranked #121.

Bay Harbor Wealth Management first reported a position in SJM in Q4 2018 and has held it in 16 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Bay Harbor Wealth Management held 738 shares of J.M. Smucker worth $83K as of Q2 2026.
Bay Harbor Wealth Management bought 1 J.M. Smucker share in Q2 2026, an estimated $102.
J.M. Smucker made up 0.02% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #121 holding.
Bay Harbor Wealth Management first reported a position in J.M. Smucker in Q4 2018 and has held it in 16 quarters since.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.