HM Payson & Co’s J.M. Smucker SJM Stock Holding History

HM Payson & Co’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	$2.25M	Hold	20,010	–	–	0.03%	158
2026 Q1	$1.93M	Buy	20,010 +12,460	+165%	+$1.3M	0.03%	165
2025 Q4	$738K	Buy	7,550 +7,450	+7,450%	+$770K	0.01%	253
2025 Q3	$10.9K	Sell	100 -100	-50%	-$10.9K	﹤0.01%	896
2025 Q2	$19.6K	Hold	200	–	–	﹤0.01%	788
2025 Q1	$23.7K	Hold	200	–	–	﹤0.01%	765
2024 Q4	$22K	Hold	200	–	–	﹤0.01%	762
2024 Q3	$24.2K	Sell	200 -10	-5%	-$1.18K	﹤0.01%	741
2024 Q2	$22.9K	Buy	210 +10	+5%	+$1.13K	﹤0.01%	733
2024 Q1	$25.2K	Hold	200	–	–	﹤0.01%	710
2023 Q4	$25.3K	Sell	200 -104	-34%	-$12.1K	﹤0.01%	701
2023 Q3	$37.4K	Sell	304 -6	-2%	-$852	﹤0.01%	633
2023 Q2	$45.8K	Buy	310 +100	+48%	+$15.3K	﹤0.01%	592
2023 Q1	$33K	Hold	210	–	–	﹤0.01%	643
2022 Q4	$33.3K	Buy	210 +10	+5%	+$1.49K	﹤0.01%	613
2022 Q3	$27K	Sell	200 -10	-5%	-$1.36K	﹤0.01%	658
2022 Q2	$27K	Hold	210	–	–	﹤0.01%	668
2022 Q1	$28K	Sell	210 -78	-27%	-$10.6K	﹤0.01%	684
2021 Q4	$39K	Sell	288 -78	-21%	-$9.95K	﹤0.01%	654
2021 Q3	$44K	Buy	366 +78	+27%	+$9.92K	﹤0.01%	618
2021 Q2	$37K	Sell	288 -121	-30%	-$16.1K	﹤0.01%	644
2021 Q1	$52K	Buy	409 +109	+36%	+$12.9K	﹤0.01%	601
2020 Q4	$35K	Hold	300	–	–	﹤0.01%	673
2020 Q3	$35K	Hold	300	–	–	﹤0.01%	627
2020 Q2	$32K	Sell	300 -228	-43%	-$25.6K	﹤0.01%	590
2020 Q1	$59K	Sell	528 -372	-41%	-$39.8K	﹤0.01%	473
2019 Q4	$94K	Sell	900 -500	-36%	-$52.9K	﹤0.01%	482
2019 Q3	$154K	Sell	1,400 -270	-16%	-$30.1K	0.01%	425
2019 Q2	$192K	Buy	+1,670	New	+$204K	0.01%	401
2017 Q2	–	Sell	-1,595	Closed	-$209K	–	351
2017 Q1	$209K	Hold	1,595	–	–	0.01%	316
2016 Q4	$204K	Hold	1,595	–	–	0.01%	317
2016 Q3	$216K	Sell	1,595 -137	-8%	-$20.1K	0.01%	297
2016 Q2	$264K	Sell	1,732 -68	-4%	-$9.04K	0.01%	278
2016 Q1	$234K	Sell	1,800 -432	-19%	-$54.4K	0.01%	283
2015 Q4	$275K	Sell	2,232 -5	-0.2%	-$596	0.01%	266
2015 Q3	$255K	Sell	2,237 -840	-27%	-$93.7K	0.01%	262
2015 Q2	$334K	Hold	3,077	–	–	0.02%	249
2015 Q1	$356K	Sell	3,077 -200	-6%	-$21.9K	0.02%	243
2014 Q4	$331K	Hold	3,277	–	–	0.02%	246
2014 Q3	$325K	Hold	3,277	–	–	0.02%	244
2014 Q2	$350K	Buy	3,277 +1,000	+44%	+$100K	0.02%	238
2014 Q1	$221K	Hold	2,277	–	–	0.01%	269
2013 Q4	$236K	Sell	2,277 -50	-2%	-$5.3K	0.01%	263
2013 Q3	$244K	Buy	2,327 +250	+12%	+$27.1K	0.01%	260
2013 Q2	$214K	Buy	+2,077	New	+$211K	0.01%	262

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 40.91% 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

HM Payson & Co's SJM Position: Q2 2026 in Review

HM Payson & Co held its J.M. Smucker (SJM) position steady in Q2 2026 at 20,010 shares worth $2.25M. The position accounts for 0.03% of the portfolio, ranked #158.

HM Payson & Co first reported a position in SJM in Q2 2013 and has held it in 45 quarters since. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

HM Payson & Co held 20,010 shares of J.M. Smucker worth $2.25M as of Q2 2026.
HM Payson & Co left its J.M. Smucker share count unchanged in Q2 2026.
J.M. Smucker made up 0.03% of HM Payson & Co's portfolio in Q2 2026, its #158 holding.
HM Payson & Co first reported a position in J.M. Smucker in Q2 2013 and has held it in 45 quarters since.
882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on HM Payson & Co's 13F filing for Q2 2026, filed 17 Jul 2026.