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Weaver C. Barksdale & Associates’s J.M. Smucker SJM Stock Holding History

Weaver C. Barksdale & Associates’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 		$1.53M Sell
13,604
-18
-0.1% -$1.83K 1.37% 46
2026
Q1 		$1.31M Buy
13,622
+821
+6% +$86K 1.25% 49
2025
Q4 		$1.25M Sell
12,801
-1,542
-11% -$159K 1.31% 43
2025
Q3 		$1.56M Sell
14,343
-925
-6% -$100K 1.5% 39
2025
Q2 		$1.5M Sell
15,268
-55
-0.4% -$6.05K 1.44% 41
2025
Q1 		$1.81M Sell
15,323
-349
-2% -$37.7K 1.74% 31
2024
Q4 		$1.73M Sell
15,672
-384
-2% -$44.2K 1.65% 31
2024
Q3 		$1.94M Buy
16,056
+5,454
+51% +$643K 1.75% 28
2024
Q2 		$1.16M Sell
10,602
-210
-2% -$23.8K 1.1% 52
2024
Q1 		$1.36M Sell
10,812
-88
-0.8% -$11.1K 1.25% 48
2023
Q4 		$1.38M Sell
10,900
-2,774
-20% -$321K 1.35% 43
2023
Q3 		$1.68M Buy
13,674
+2,121
+18% +$301K 1.43% 41
2023
Q2 		$1.71M Sell
11,553
-722
-6% -$110K 1.69% 34
2023
Q1 		$1.93M Sell
12,275
-602
-5% -$91.4K 1.81% 23
2022
Q4 		$2.04M Buy
12,877
+308
+2% +$45.9K 1.8% 25
2022
Q3 		$1.73M Sell
12,569
-440
-3% -$60K 1.73% 24
2022
Q2 		$1.67M Buy
13,009
+760
+6% +$101K 1.55% 39
2022
Q1 		$1.66M Buy
12,249
+160
+1% +$21.8K 1.48% 44
2021
Q4 		$1.64M Buy
+12,089
New +$1.54M 1.49% 45
2014
Q1 		– Sell
-3,588
Closed -$372K – 558
2013
Q4 		$372K Hold
3,588
– – 0.31% 85
2013
Q3 		$377K Hold
3,588
– – 0.35% 74
2013
Q2 		$370K Buy
+3,588
New +$365K 0.36% 59

Other funds holding SJM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Weaver C. Barksdale & Associates's SJM Position: Q2 2026 in Review

Weaver C. Barksdale & Associates reduced its J.M. Smucker (SJM) stake by 0.13% in Q2 2026, selling an estimated $1.83K and leaving 13,604 shares worth $1.53M. The position accounts for 1.37% of the portfolio, ranked #46.

Weaver C. Barksdale & Associates first reported a position in SJM in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.04M in Q4 2022. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Weaver C. Barksdale & Associates held 13,604 shares of J.M. Smucker worth $1.53M as of Q2 2026.
  • Weaver C. Barksdale & Associates sold 18 J.M. Smucker shares in Q2 2026, an estimated $1.83K.
  • J.M. Smucker made up 1.37% of Weaver C. Barksdale & Associates's portfolio in Q2 2026, its #46 holding.
  • Weaver C. Barksdale & Associates first reported a position in J.M. Smucker in Q2 2013 and has held it in 22 quarters since.
  • Weaver C. Barksdale & Associates's J.M. Smucker position peaked at $2.04M in Q4 2022.
  • 888 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Weaver C. Barksdale & Associates's 13F filing for Q2 2026, filed 14 Aug 2026.