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Bradley Foster & Sargent’s J.M. Smucker SJM Stock Holding History

Bradley Foster & Sargent’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 		$320K Buy
2,847
+1
+0% +$102 ﹤0.01% 471
2026
Q1 		$274K Hold
2,846
– – ﹤0.01% 471
2025
Q4 		$278K Sell
2,846
-23
-0.8% -$2.38K ﹤0.01% 475
2025
Q3 		$312K Sell
2,869
-79
-3% -$8.58K ﹤0.01% 460
2025
Q2 		$289K Buy
2,948
+1
+0% +$110 ﹤0.01% 463
2025
Q1 		$349K Sell
2,947
-149
-5% -$16.1K 0.01% 382
2024
Q4 		$341K Sell
3,096
-109
-3% -$12.5K 0.01% 401
2024
Q3 		$388K Buy
3,205
+261
+9% +$30.7K 0.01% 386
2024
Q2 		$321K Buy
2,944
+25
+0.9% +$2.83K 0.01% 398
2024
Q1 		$367K Buy
2,919
+1
+0% +$127 0.01% 374
2023
Q4 		$369K Sell
2,918
-18
-0.6% -$2.09K 0.01% 374
2023
Q3 		$434K Hold
2,936
– – 0.01% 354
2023
Q2 		$434K Sell
2,936
-25
-0.8% -$3.81K 0.01% 354
2023
Q1 		$466K Buy
2,961
+17
+0.6% +$2.58K 0.01% 340
2022
Q4 		$467K Sell
2,944
-4
-0.1% -$596 0.01% 329
2022
Q3 		$405K Sell
2,948
-3
-0.1% -$409 0.01% 339
2022
Q2 		$378K Buy
2,951
+1
+0% +$133 0.01% 355
2022
Q1 		$399K Buy
2,950
+177
+6% +$24.1K 0.01% 371
2021
Q4 		$377K Sell
2,773
-63
-2% -$8.03K 0.01% 361
2021
Q3 		$340K Sell
2,836
-9
-0.3% -$1.14K 0.01% 349
2021
Q2 		$369K Buy
2,845
+1
+0% +$133 0.01% 339
2021
Q1 		$360K Buy
2,844
+215
+8% +$25.4K 0.01% 320
2020
Q4 		$304K Sell
2,629
-199
-7% -$23.1K 0.01% 333
2020
Q3 		$327K Buy
+2,828
New +$315K 0.01% 293
2020
Q1 		$327K Sell
2,947
-68
-2% -$7.27K 0.01% 266
2019
Q4 		$314K Buy
3,015
+1
+0% +$106 0.01% 313
2019
Q3 		$332K Sell
3,014
-188
-6% -$21K 0.01% 290
2019
Q2 		$369K Sell
3,202
-53
-2% -$6.47K 0.01% 284
2019
Q1 		$379K Buy
3,255
+1
+0% +$105 0.01% 283
2018
Q4 		$304K Buy
3,254
+94
+3% +$9.81K 0.01% 291
2018
Q3 		$324K Buy
3,160
+76
+2% +$8.3K 0.01% 313
2018
Q2 		$331K Hold
3,084
– – 0.01% 310
2018
Q1 		$382K Sell
3,084
-200
-6% -$25K 0.01% 289
2017
Q4 		$408K Hold
3,284
– – 0.01% 282
2017
Q3 		$345K Hold
3,284
– – 0.01% 290
2017
Q2 		$389K Buy
3,284
+81
+3% +$10.2K 0.02% 283
2017
Q1 		$420K Buy
3,203
+54
+2% +$7.34K 0.02% 273
2016
Q4 		$403K Hold
3,149
– – 0.02% 279
2016
Q3 		$427K Buy
3,149
+4
+0.1% +$587 0.02% 269
2016
Q2 		$479K Hold
3,145
– – 0.02% 249
2016
Q1 		$408K Sell
3,145
-25
-0.8% -$3.15K 0.02% 257
2015
Q4 		$391K Hold
3,170
– – 0.02% 262
2015
Q3 		$362K Hold
3,170
– – 0.02% 273
2015
Q2 		$344K Hold
3,170
– – 0.02% 288
2015
Q1 		$367K Hold
3,170
– – 0.02% 291
2014
Q4 		$320K Hold
3,170
– – 0.02% 286
2014
Q3 		$314K Hold
3,170
– – 0.01% 295
2014
Q2 		$338K Hold
3,170
– – 0.02% 280
2014
Q1 		$308K Hold
3,170
– – 0.02% 285
2013
Q4 		$328K Hold
3,170
– – 0.02% 287
2013
Q3 		$333K Hold
3,170
– – 0.02% 274
2013
Q2 		$327K Buy
+3,170
New +$323K 0.02% 258

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bradley Foster & Sargent's SJM Position: Q2 2026 in Review

Bradley Foster & Sargent increased its J.M. Smucker (SJM) stake by 0.04% in Q2 2026, buying an estimated $102 and bringing the position to 2,847 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #471.

Bradley Foster & Sargent first reported a position in SJM in Q2 2013 and has held it in 52 quarters since. The position peaked at $479K in Q2 2016. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Bradley Foster & Sargent held 2,847 shares of J.M. Smucker worth $320K as of Q2 2026.
  • Bradley Foster & Sargent bought 1 J.M. Smucker share in Q2 2026, an estimated $102.
  • J.M. Smucker made up ﹤0.01% of Bradley Foster & Sargent's portfolio in Q2 2026, its #471 holding.
  • Bradley Foster & Sargent first reported a position in J.M. Smucker in Q2 2013 and has held it in 52 quarters since.
  • Bradley Foster & Sargent's J.M. Smucker position peaked at $479K in Q2 2016.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Bradley Foster & Sargent's 13F filing for Q2 2026, filed 14 Aug 2026.