BARTLETT & CO. WEALTH MANAGEMENT LLC

Position in SJM — J M SMUCKER Co

CIK 2010186 CINCINNATI, OH

Position in SJM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$446,062

+$46,029 QoQ

Shares Held

3,965

-4.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#461

of 880 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 82% Shared 0% None 18%

Consumer Defensive · as of Jun 30, 2026

BARTLETT & CO. WEALTH MANAGEMENT LLC holds $11,362,949 across 9 Packaged Foods names. SJM ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MKC	Mccormick & Co Inc	202,292	$10,199,562
2	GIS	General Mills Inc	16,496	$574,060
3	SJM	J M SMUCKER Co This page	3,965	$446,062
4	KHC	Kraft Heinz Co	3,392	$80,119
5	MICC	Magnum Ice Cream Co N.V.	1,399	$24,356
6	CAG	Conagra Brands Inc.	1,676	$22,558
7	CPB	CAMPBELL'S Co	280	$6,235
8	POST	Post Holdings, Inc.	59	$5,207

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,062	3,965	-4.4%	Shares	Sole	2026-07-24
2026-03-31	$400,033	4,148	-4.7%	Shares	Sole	2026-05-06
2025-12-31	$425,669	4,352	-10.3%	Shares	Sole	2026-01-22
2025-09-30	$526,927	4,852	+0.6%	Shares	Sole	2025-10-09
2025-06-30	$473,520	4,822	+4.3%	Shares	Sole	2025-07-18
2025-03-31	$547,291	4,622	-12.7%	Shares	Sole	2025-04-24
2024-12-31	$583,085	5,295	-3.0%	Shares	Sole	2025-01-17
2024-09-30	$661,206	5,460	-4.0%	Shares	Sole	2024-10-17
2024-06-30	$620,437	5,690	-35.7%	Shares	Sole	2024-07-12
2024-03-31	$1,114,578	8,855	-27.9%	Shares	Sole	2024-05-09
2023-12-31	$1,552,957	12,288	-14.5%	Shares	Sole	2024-02-14
2023-09-30	$1,766,216	14,370	-13.1%	Shares	Sole	2024-02-14
2023-06-30	$2,440,542	16,527	+91.5%	Shares	Sole	2024-02-14
2023-03-31	$1,358,417	8,632	+0.7%	Shares	Sole	2024-02-14
2022-12-31	$1,358,636	8,574	+1.9%	Shares	Sole	2024-02-14
2022-09-30	$1,156,167	8,414	-1.6%	Shares	Sole	2024-02-14
2022-06-30	$1,094,613	8,551	+4.2%	Shares	Sole	2024-02-14
2022-03-31	$1,111,716	8,210	-4.6%	Shares	Sole	2024-02-14
2021-12-31	$1,168,731	8,605	+19.4%	Shares	Sole	2024-02-14
2021-09-30	$865,176	7,208	-49.7%	Shares	Sole	2024-02-14
2021-06-30	$1,855,571	14,321	-37.4%	Shares	Sole	2024-02-14
2021-03-31	$2,894,247	22,874	-62.9%	Shares	Sole	2024-02-14
2020-12-31	$7,117,838	61,573	-1.2%	Shares	Sole	2024-02-13
2020-09-30	$7,200,015	62,327	+2.0%	Shares	Sole	2024-02-13
2020-06-30	$6,467,424	61,123	+2.5%	Shares	Sole	2024-02-13
2020-03-31	$6,616,155	59,605	—	Shares	Sole	2024-02-13
No filing history on record for this holder in this stock.