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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hazlett, Burt & Watson's SJM Position: Q1 2026 in Review

Hazlett, Burt & Watson held its J.M. Smucker (SJM) position steady in Q1 2026 at 1,461 shares worth $142K. The position accounts for 0.04% of the portfolio, ranked #293.

Hazlett, Burt & Watson first reported a position in SJM in Q1 2022 and has held it in 17 quarters since. The position peaked at $184K in Q1 2025. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Hazlett, Burt & Watson held 1,461 shares of J.M. Smucker worth $142K as of Q1 2026.
Hazlett, Burt & Watson left its J.M. Smucker share count unchanged in Q1 2026.
J.M. Smucker made up 0.04% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #293 holding.
Hazlett, Burt & Watson first reported a position in J.M. Smucker in Q1 2022 and has held it in 17 quarters since.
Hazlett, Burt & Watson's J.M. Smucker position peaked at $184K in Q1 2025.
816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.