Burney Company’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $578K | Hold |
5,141
| – | – | 0.02% | 443 |
|
|
2026
Q1 | $496K | Buy |
5,141
+76
| +2% | +$7.96K | 0.02% | 439 |
|
|
2025
Q4 | $495K | Sell |
5,065
-14
| -0.3% | -$1.45K | 0.02% | 434 |
|
|
2025
Q3 | $552K | Sell |
5,079
-125
| -2% | -$13.6K | 0.02% | 404 |
|
|
2025
Q2 | $511K | Sell |
5,204
-440
| -8% | -$48.4K | 0.02% | 409 |
|
|
2025
Q1 | $668K | Buy |
5,644
+16
| +0.3% | +$1.73K | 0.02% | 372 |
|
|
2024
Q4 | $620K | Buy |
5,628
+130
| +2% | +$15K | 0.02% | 387 |
|
|
2024
Q3 | $666K | Sell |
5,498
-40
| -0.7% | -$4.71K | 0.02% | 392 |
|
|
2024
Q2 | $604K | Sell |
5,538
-199
| -3% | -$22.5K | 0.02% | 394 |
|
|
2024
Q1 | $722K | Sell |
5,737
-195
| -3% | -$24.7K | 0.03% | 372 |
|
|
2023
Q4 | $750K | Buy |
5,932
+144
| +2% | +$16.7K | 0.03% | 363 |
|
|
2023
Q3 | $711K | Sell |
5,788
-39
| -0.7% | -$5.54K | 0.03% | 354 |
|
|
2023
Q2 | $860K | Hold |
5,827
| – | – | 0.04% | 337 |
|
|
2023
Q1 | $917K | Buy |
5,827
+26
| +0.4% | +$3.95K | 0.05% | 322 |
|
|
2022
Q4 | $919K | Sell |
5,801
-160
| -3% | -$23.8K | 0.05% | 310 |
|
|
2022
Q3 | $819K | Buy |
5,961
+35
| +0.6% | +$4.77K | 0.05% | 338 |
|
|
2022
Q2 | $759K | Buy |
5,926
+163
| +3% | +$21.7K | 0.04% | 344 |
|
|
2022
Q1 | $780K | Buy |
5,763
+202
| +4% | +$27.5K | 0.04% | 360 |
|
|
2021
Q4 | $755K | Buy |
5,561
+380
| +7% | +$48.5K | 0.03% | 374 |
|
|
2021
Q3 | $622K | Buy |
5,181
+1,817
| +54% | +$231K | 0.03% | 388 |
|
|
2021
Q2 | $436K | Buy |
3,364
+265
| +9% | +$35.2K | 0.02% | 442 |
|
|
2021
Q1 | $392K | Buy |
3,099
+1,012
| +48% | +$119K | 0.02% | 439 |
|
|
2020
Q4 | $241K | Buy |
2,087
+60
| +3% | +$6.97K | 0.01% | 474 |
|
|
2020
Q3 | $234K | Buy |
+2,027
| New | +$226K | 0.01% | 451 |
|
|
2016
Q3 | – | Sell |
-1,708
| Closed | -$260K | – | 388 |
|
|
2016
Q2 | $260K | Buy |
1,708
+73
| +4% | +$9.71K | 0.02% | 327 |
|
|
2016
Q1 | $212K | Buy |
+1,635
| New | +$206K | 0.02% | 368 |
|
|
2015
Q4 | – | Sell |
-1,845
| Closed | -$210K | – | 390 |
|
|
2015
Q3 | $210K | Buy |
+1,845
| New | +$206K | 0.02% | 348 |
|
|
2014
Q1 | – | Sell |
-6,286
| Closed | -$651K | – | 412 |
|
|
2013
Q4 | $651K | Sell |
6,286
-501
| -7% | -$53.1K | 0.06% | 247 |
|
|
2013
Q3 | $713K | Sell |
6,787
-303
| -4% | -$32.8K | 0.08% | 230 |
|
|
2013
Q2 | $731K | Buy |
+7,090
| New | +$722K | 0.09% | 217 |
|
Other funds holding SJM
Burney Company's SJM Position: Q2 2026 in Review
Burney Company held its J.M. Smucker (SJM) position steady in Q2 2026 at 5,141 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #443.
Burney Company first reported a position in SJM in Q2 2013 and has held it in 30 quarters since. The position peaked at $919K in Q4 2022. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- Burney Company held 5,141 shares of J.M. Smucker worth $578K as of Q2 2026.
- Burney Company left its J.M. Smucker share count unchanged in Q2 2026.
- J.M. Smucker made up 0.02% of Burney Company's portfolio in Q2 2026, its #443 holding.
- Burney Company first reported a position in J.M. Smucker in Q2 2013 and has held it in 30 quarters since.
- Burney Company's J.M. Smucker position peaked at $919K in Q4 2022.
- 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.