Hazlett, Burt & Watson
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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
Q3 		$121K Sell
1,004
-166
-14% -$20K 0.03% 330
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
STALEY CAPITAL ADVISERS
STALEY CAPITAL ADVISERS Pittsburgh, Pennsylvania $2.67B AUM 20.47% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Vest Financial
Vest Financial Mclean, Virginia $9.5B AUM 22.78% 1-Year Est. Return

Hazlett, Burt & Watson's SJM Position: Q3 2026 in Review

Hazlett, Burt & Watson reduced its J.M. Smucker (SJM) stake by 14% in Q3 2026, selling an estimated $20K and leaving 1,004 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #330.

Hazlett, Burt & Watson first reported a position in SJM in Q1 2022 and has held it in 19 quarters since. The position peaked at $184K in Q1 2025. 477 funds tracked by Wall St. Rank hold SJM as of Q3 2026.

  • Hazlett, Burt & Watson held 1,004 shares of J.M. Smucker worth $121K as of Q3 2026.
  • Hazlett, Burt & Watson sold 166 J.M. Smucker shares in Q3 2026, an estimated $20K.
  • J.M. Smucker made up 0.03% of Hazlett, Burt & Watson's portfolio in Q3 2026, its #330 holding.
  • Hazlett, Burt & Watson first reported a position in J.M. Smucker in Q1 2022 and has held it in 19 quarters since.
  • Hazlett, Burt & Watson's J.M. Smucker position peaked at $184K in Q1 2025.
  • 477 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q3 2026, filed 4 Nov 2026.