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Beese Fulmer Investment Management’s J.M. Smucker SJM Stock Holding History

Beese Fulmer Investment 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 		$1.37M Buy
12,217
+256
+2% +$26.1K 0.08% 136
2026
Q1 		$1.15M Sell
11,961
-861
-7% -$90.2K 0.07% 140
2025
Q4 		$1.25M Sell
12,822
-1,072
-8% -$111K 0.08% 132
2025
Q3 		$1.51M Buy
13,894
+4
+0% +$434 0.1% 119
2025
Q2 		$1.36M Buy
13,890
+522
+4% +$57.4K 0.1% 123
2025
Q1 		$1.58M Sell
13,368
-450
-3% -$48.6K 0.14% 101
2024
Q4 		$1.52M Sell
13,818
-692
-5% -$79.6K 0.13% 99
2024
Q3 		$1.76M Sell
14,510
-1,475
-9% -$174K 0.15% 92
2024
Q2 		$1.74M Sell
15,985
-450
-3% -$50.9K 0.16% 92
2024
Q1 		$2.07M Sell
16,435
-1,443
-8% -$183K 0.19% 89
2023
Q4 		$2.26M Sell
17,878
-440
-2% -$51K 0.23% 78
2023
Q3 		$2.25M Sell
18,318
-987
-5% -$140K 0.25% 78
2023
Q2 		$2.85M Sell
19,305
-926
-5% -$141K 0.31% 68
2023
Q1 		$3.18M Buy
20,231
+112
+0.6% +$17K 0.36% 67
2022
Q4 		$3.19M Sell
20,119
-860
-4% -$128K 0.38% 69
2022
Q3 		$2.88M Sell
20,979
-363
-2% -$49.5K 0.39% 69
2022
Q2 		$2.73M Sell
21,342
-741
-3% -$98.8K 0.35% 73
2022
Q1 		$2.99M Sell
22,083
-2,132
-9% -$291K 0.32% 77
2021
Q4 		$3.29M Sell
24,215
-275
-1% -$35.1K 0.34% 75
2021
Q3 		$2.94M Sell
24,490
-835
-3% -$106K 0.33% 80
2021
Q2 		$3.28M Sell
25,325
-200
-0.8% -$26.6K 0.37% 77
2021
Q1 		$3.23M Sell
25,525
-170
-0.7% -$20.1K 0.39% 73
2020
Q4 		$2.97M Buy
25,695
+50
+0.2% +$5.81K 0.38% 73
2020
Q3 		$2.96M Sell
25,645
-150
-0.6% -$16.7K 0.42% 70
2020
Q2 		$2.73M Sell
25,795
-675
-3% -$75.8K 0.4% 71
2020
Q1 		$2.94M Sell
26,470
-875
-3% -$93.5K 0.52% 64
2019
Q4 		$2.85M Buy
27,345
+75
+0.3% +$7.94K 0.4% 74
2019
Q3 		$3M Buy
27,270
+22,034
+421% +$2.46M 0.45% 69
2019
Q2 		$603K Sell
5,236
-100
-2% -$12.2K 0.11% 108
2019
Q1 		$622K Hold
5,336
– – 0.12% 104
2018
Q4 		$499K Hold
5,336
– – 0.11% 108
2018
Q3 		$548K Sell
5,336
-500
-9% -$54.6K 0.11% 108
2018
Q2 		$627K Sell
5,836
-1,650
-22% -$185K 0.13% 104
2018
Q1 		$928K Sell
7,486
-160
-2% -$20K 0.2% 98
2017
Q4 		$950K Hold
7,646
– – 0.2% 96
2017
Q3 		$802K Sell
7,646
-100
-1% -$11.4K 0.18% 95
2017
Q2 		$917K Sell
7,746
-175
-2% -$22.1K 0.22% 94
2017
Q1 		$1.04M Hold
7,921
– – 0.25% 87
2016
Q4 		$1.01M Sell
7,921
-300
-4% -$38.9K 0.26% 84
2016
Q3 		$1.11M Buy
8,221
+1,500
+22% +$220K 0.3% 75
2016
Q2 		$1.02M Buy
6,721
+50
+0.7% +$6.65K 0.29% 77
2016
Q1 		$853K Buy
6,671
+300
+5% +$37.8K 0.25% 90
2015
Q4 		$786K Hold
6,371
– – 0.24% 87
2015
Q3 		$727K Buy
6,371
+100
+2% +$11.2K 0.24% 86
2015
Q2 		$680K Sell
6,271
-100
-2% -$11.6K 0.22% 89
2015
Q1 		$737K Hold
6,371
– – 0.25% 86
2014
Q4 		$643K Hold
6,371
– – 0.2% 92
2014
Q3 		$631K Hold
6,371
– – 0.2% 94
2014
Q2 		$679K Buy
6,371
+75
+1% +$7.53K 0.22% 90
2014
Q1 		$612K Hold
6,296
– – 0.21% 92
2013
Q4 		$652K Hold
6,296
– – 0.23% 92
2013
Q3 		$661K Buy
6,296
+750
+14% +$81.2K 0.26% 88
2013
Q2 		$572K Buy
+5,546
New +$565K 0.25% 90

Other funds holding SJM

RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
CFIA
Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Beese Fulmer Investment Management's SJM Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its J.M. Smucker (SJM) stake by 2.1% in Q2 2026, buying an estimated $26.1K and bringing the position to 12,217 shares worth $1.37M. The position accounts for 0.08% of the portfolio, ranked #136.

Beese Fulmer Investment Management first reported a position in SJM in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.29M in Q4 2021. 313 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Beese Fulmer Investment Management held 12,217 shares of J.M. Smucker worth $1.37M as of Q2 2026.
  • Beese Fulmer Investment Management bought 256 J.M. Smucker shares in Q2 2026, an estimated $26.1K.
  • J.M. Smucker made up 0.08% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #136 holding.
  • Beese Fulmer Investment Management first reported a position in J.M. Smucker in Q2 2013 and has held it in 53 quarters since.
  • Beese Fulmer Investment Management's J.M. Smucker position peaked at $3.29M in Q4 2021.
  • 313 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.