Bradley & Co Private Wealth Management’s J.M. Smucker SJM Stock Holding History

Bradley & Co Private 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	$1.13K	Hold	10	–	–	﹤0.01%	203
2026 Q1	$964	Hold	10	–	–	﹤0.01%	199
2025 Q4	$978	Hold	10	–	–	﹤0.01%	199
2025 Q3	$1.09K	Hold	10	–	–	﹤0.01%	192
2025 Q2	$982	Hold	10	–	–	﹤0.01%	181
2025 Q1	$1.18K	Hold	10	–	–	﹤0.01%	171
2024 Q4	$1.1K	Buy	+10	New	+$1.15K	﹤0.01%	174
2024 Q2	$1.09K	Hold	10	–	–	﹤0.01%	167
2024 Q1	$1.26K	Hold	10	–	–	﹤0.01%	166
2023 Q4	$1.26K	Hold	10	–	–	﹤0.01%	176
2023 Q3	$1.23K	Hold	10	–	–	﹤0.01%	158
2023 Q2	$1.48K	Hold	10	–	–	﹤0.01%	159
2023 Q1	$1.57K	Hold	10	–	–	﹤0.01%	158
2022 Q4	$1.58K	Hold	10	–	–	﹤0.01%	160
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	176
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	181
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	149
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	158
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	161
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	165
2021 Q1	$1K	Buy	+10	New	+$1.18K	﹤0.01%	167

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 $3.38T AUM 44.17% 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 40.89% 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

Bradley & Co Private Wealth Management's SJM Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its J.M. Smucker (SJM) position steady in Q2 2026 at 10 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Bradley & Co Private Wealth Management first reported a position in SJM in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.58K in Q4 2022. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Bradley & Co Private Wealth Management held 10 shares of J.M. Smucker worth $1.13K as of Q2 2026.
Bradley & Co Private Wealth Management left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #203 holding.
Bradley & Co Private Wealth Management first reported a position in J.M. Smucker in Q1 2021 and has held it in 21 quarters since.
Bradley & Co Private Wealth Management's J.M. Smucker position peaked at $1.58K in Q4 2022.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.