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NBT Bank’s J.M. Smucker SJM Stock Holding History

NBT Bank’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 		$52.2K Buy
541
+15
+3% +$1.57K ﹤0.01% 501
2025
Q4 		$51.4K Hold
526
– – ﹤0.01% 492
2025
Q3 		$57.1K Hold
526
– – ﹤0.01% 487
2025
Q2 		$51.7K Sell
526
-75
-12% -$8.25K ﹤0.01% 500
2025
Q1 		$71.2K Hold
601
– – 0.01% 461
2024
Q4 		$66.2K Hold
601
– – ﹤0.01% 471
2024
Q3 		$72.8K Buy
+601
New +$70.8K ﹤0.01% 477
2018
Q4 		– Sell
-2,058
Closed -$211K – 192
2018
Q3 		$211K Sell
2,058
-426
-17% -$46.5K 0.03% 179
2018
Q2 		$267K Hold
2,484
– – 0.05% 165
2018
Q1 		$308K Hold
2,484
– – 0.05% 167
2017
Q4 		$309K Hold
2,484
– – 0.05% 168
2017
Q3 		$261K Sell
2,484
-600
-19% -$68.5K 0.04% 181
2017
Q2 		$365K Hold
3,084
– – 0.06% 163
2017
Q1 		$405K Buy
3,084
+272
+10% +$37K 0.07% 156
2016
Q4 		$360K Sell
2,812
-3
-0.1% -$389 0.06% 160
2016
Q3 		$382K Sell
2,815
-5
-0.2% -$734 0.07% 156
2016
Q2 		$430K Sell
2,820
-4
-0.1% -$532 0.08% 149
2016
Q1 		$367K Hold
2,824
– – 0.06% 159
2015
Q4 		$348K Sell
2,824
-30
-1% -$3.58K 0.06% 151
2015
Q3 		$326K Sell
2,854
-275
-9% -$30.7K 0.06% 152
2015
Q2 		$339K Sell
3,129
-84
-3% -$9.72K 0.06% 156
2015
Q1 		$372K Sell
3,213
-100
-3% -$11K 0.06% 156
2014
Q4 		$334K Hold
3,313
– – 0.05% 165
2014
Q3 		$328K Sell
3,313
-75
-2% -$7.7K 0.05% 166
2014
Q2 		$361K Sell
3,388
-125
-4% -$12.5K 0.05% 164
2014
Q1 		$342K Hold
3,513
– – 0.05% 169
2013
Q4 		$364K Sell
3,513
-352
-9% -$37.3K 0.05% 165
2013
Q3 		$406K Sell
3,865
-3
-0.1% -$325 0.06% 159
2013
Q2 		$399K Buy
+3,868
New +$394K 0.06% 156

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

NBT Bank's SJM Position: Q1 2026 in Review

NBT Bank increased its J.M. Smucker (SJM) stake by 2.9% in Q1 2026, buying an estimated $1.57K and bringing the position to 541 shares worth $52.2K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

NBT Bank first reported a position in SJM in Q2 2013 and has held it in 29 quarters since. The position peaked at $430K in Q2 2016. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • NBT Bank held 541 shares of J.M. Smucker worth $52.2K as of Q1 2026.
  • NBT Bank bought 15 J.M. Smucker shares in Q1 2026, an estimated $1.57K.
  • J.M. Smucker made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #501 holding.
  • NBT Bank first reported a position in J.M. Smucker in Q2 2013 and has held it in 29 quarters since.
  • NBT Bank's J.M. Smucker position peaked at $430K in Q2 2016.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.