Hazlett, Burt & Watson’s J.M. Smucker SJM Stock Holding History

Hazlett, Burt & Watson’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	$130K	Sell	1,170 -291	-20%	-$29.6K	0.03%	327
2026 Q1	$142K	Hold	1,461	–	–	0.04%	293
2025 Q4	$143K	Sell	1,461 -82	-5%	-$8.48K	0.05%	292
2025 Q3	$168K	Hold	1,543	–	–	0.06%	251
2025 Q2	$152K	Sell	1,543 -10	-0.6%	-$1.1K	0.06%	233
2025 Q1	$184K	Buy	1,553 +350	+29%	+$37.8K	0.08%	204
2024 Q4	$132K	Hold	1,203	–	–	0.06%	249
2024 Q3	$146K	Hold	1,203	–	–	0.07%	238
2024 Q2	$131K	Buy	1,203 +1,000	+493%	+$113K	0.07%	237
2024 Q1	$26K	Hold	203	–	–	0.02%	402
2023 Q4	$26K	Hold	203	–	–	0.02%	386
2023 Q3	$25K	Hold	203	–	–	0.02%	387
2023 Q2	$30K	Sell	203 -10	-5%	-$1.52K	0.02%	364
2023 Q1	$34K	Buy	213 +10	+5%	+$1.52K	0.03%	330
2022 Q4	$32K	Hold	203	–	–	0.03%	326
2022 Q3	$28K	Hold	203	–	–	0.03%	336
2022 Q2	$26K	Hold	203	–	–	0.02%	348
2022 Q1	$27K	Buy	+203	New	+$27.7K	0.02%	361

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 $3.37T AUM 44.26% 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

Hazlett, Burt & Watson's SJM Position: Q2 2026 in Review

Hazlett, Burt & Watson reduced its J.M. Smucker (SJM) stake by 20% in Q2 2026, selling an estimated $29.6K and leaving 1,170 shares worth $130K. The position accounts for 0.03% of the portfolio, ranked #327.

Hazlett, Burt & Watson first reported a position in SJM in Q1 2022 and has held it in 18 quarters since. The position peaked at $184K in Q1 2025. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Hazlett, Burt & Watson held 1,170 shares of J.M. Smucker worth $130K as of Q2 2026.
Hazlett, Burt & Watson sold 291 J.M. Smucker shares in Q2 2026, an estimated $29.6K.
J.M. Smucker made up 0.03% of Hazlett, Burt & Watson's portfolio in Q2 2026, its #327 holding.
Hazlett, Burt & Watson first reported a position in J.M. Smucker in Q1 2022 and has held it in 18 quarters since.
Hazlett, Burt & Watson's J.M. Smucker position peaked at $184K in Q1 2025.
888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q2 2026, filed 30 Jul 2026.