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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
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

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

Weaver C. Barksdale & Associates's SJM Position: Q1 2026 in Review

Weaver C. Barksdale & Associates increased its J.M. Smucker (SJM) stake by 6.4% in Q1 2026, buying an estimated $86K and bringing the position to 13,622 shares worth $1.31M. The position accounts for 1.25% of the portfolio, ranked #49.

Weaver C. Barksdale & Associates first reported a position in SJM in Q2 2013 and has held it in 21 quarters since. The position peaked at $2.04M in Q4 2022. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Weaver C. Barksdale & Associates held 13,622 shares of J.M. Smucker worth $1.31M as of Q1 2026.
  • Weaver C. Barksdale & Associates bought 821 J.M. Smucker shares in Q1 2026, an estimated $86K.
  • J.M. Smucker made up 1.25% of Weaver C. Barksdale & Associates's portfolio in Q1 2026, its #49 holding.
  • Weaver C. Barksdale & Associates first reported a position in J.M. Smucker in Q2 2013 and has held it in 21 quarters since.
  • Weaver C. Barksdale & Associates's J.M. Smucker position peaked at $2.04M in Q4 2022.
  • 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Weaver C. Barksdale & Associates's 13F filing for Q1 2026, filed 14 May 2026.