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Bayforest Capital’s J.M. Smucker SJM Stock Holding History

Bayforest Capital’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 		$132K Sell
1,372
-1,109
-45% -$116K 0.15% 264
2025
Q4 		$243K Buy
2,481
+2,282
+1,147% +$236K 0.18% 223
2025
Q3 		$21.6K Sell
199
-2,293
-92% -$249K 0.01% 640
2025
Q2 		$245K Buy
+2,492
New +$274K 0.11% 337

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bayforest Capital's SJM Position: Q1 2026 in Review

Bayforest Capital reduced its J.M. Smucker (SJM) stake by 45% in Q1 2026, selling an estimated $116K and leaving 1,372 shares worth $132K. The position accounts for 0.15% of the portfolio, ranked #264.

Bayforest Capital first reported a position in SJM in Q2 2025 and has held it in 4 quarters since. The position peaked at $245K in Q2 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Bayforest Capital held 1,372 shares of J.M. Smucker worth $132K as of Q1 2026.
  • Bayforest Capital sold 1,109 J.M. Smucker shares in Q1 2026, an estimated $116K.
  • J.M. Smucker made up 0.15% of Bayforest Capital's portfolio in Q1 2026, its #264 holding.
  • Bayforest Capital first reported a position in J.M. Smucker in Q2 2025 and has held it in 4 quarters since.
  • Bayforest Capital's J.M. Smucker position peaked at $245K in Q2 2025.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.