The J. M. Smucker Company
MX ˙ BMV ˙ US8326964058
SecurityMX:SJM / The J. M. Smucker Company
InstitutionBurney Co/
Latest Disclosed Ownership5,141 shares
Latest Disclosed Value $ 495,750
Burney Co/ reports 1.50% increase in ownership of SJM / The J. M. Smucker Company

On April 29, 2026 - Burney Co/ filed a 13F-HR form disclosing ownership of 5,141 shares of The J. M. Smucker Company (MX:SJM) valued at $495,750 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 5,065 shares of The J. M. Smucker Company. This represents a change in shares of 1.50% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-29 2026-03-31 13F SMUCKER J M COM NEW 832696405 5,141 76 1.50 496 0.00 0.0155
2026-01-23 2025-12-31 13F SMUCKER J M COM NEW 832696405 5,065 -14 -0.28 495 -10.16 0.0154
2025-10-16 2025-09-30 13F SMUCKER J M COM NEW 832696405 5,079 -125 -2.40 552 7.83 0.0175
2025-08-05 2025-06-30 13F SMUCKER J M COM NEW 832696405 5,204 -440 -7.80 511 -23.50 0.0173
2025-05-06 2025-03-31 13F SMUCKER J M COM NEW 832696405 5,644 16 0.28 668 7.92 0.0243
2025-01-14 2024-12-31 13F SMUCKER J M COM NEW 832696405 5,628 130 2.36 620 -6.92 0.0219
2024-10-18 2024-09-30 13F SMUCKER J M COM NEW 832696405 5,498 -40 -0.72 666 10.28 0.0237
2024-07-29 2024-06-30 13F SMUCKER J M COM NEW 832696405 5,538 -199 -3.47 604 -16.48 0.0231
2024-05-22 2024-03-31 13F SMUCKER J M COM NEW 832696405 5,737 -195 -3.29 722 -3.60 0.0275
2024-02-12 2023-12-31 13F SMUCKER J M COM NEW 832696405 5,932 144 2.49 750 5.34 0.0316
2023-11-08 2023-09-30 13F SMUCKER J M COM NEW 832696405 5,788 -39 -0.67 711 -17.33 0.0333
2023-08-09 2023-06-30 13F SMUCKER J M COM NEW 832696405 5,827 0 0.00 860 -6.22 0.0394
2023-05-10 2023-03-31 13F SMUCKER J M COM NEW 832696405 5,827 26 0.45 917 -0.22 0.0452
2023-02-06 2022-12-31 13F SMUCKER J M COM NEW 832696405 5,801 -160 -2.68 919 12.21 0.0466
2022-11-15 2022-09-30 13F SMUCKER J M COM NEW 832696405 5,961 35 0.59 819 7.91 0.0452
2022-08-12 2022-06-30 13F SMUCKER J M COM NEW 832696405 5,926 163 2.83 759 -2.69 0.0399
2022-05-09 2022-03-31 13F SMUCKER J M COM NEW 832696405 5,763 202 3.63 780 3.31 0.0320
2022-02-11 2021-12-31 13F SMUCKER J M COM NEW 832696405 5,561 380 7.33 755 21.38 0.0326
2021-11-12 2021-09-30 13F SMUCKER J M COM NEW 832696405 5,181 1,817 54.01 622 42.66 0.0292
2021-08-06 2021-06-30 13F SMUCKER J M COM NEW 832696405 3,364 265 8.55 436 11.22 0.0203
2021-05-13 2021-03-31 13F SMUCKER J M COM NEW 832696405 3,099 1,012 48.49 392 62.66 0.0193
2021-02-11 2020-12-31 13F SMUCKER J M COM NEW 832696405 2,087 60 2.96 241 2.99 0.0132
2020-12-14 2020-09-30 13F SMUCKER J M COM NEW 832696405 2,027 2,027 234 0.0145
2016-11-14 2016-09-30 13F JM Smucker COM 832696405 0 -1,708 -100.00 0 -100.00
2016-08-10 2016-06-30 13F JM Smucker COM 832696405 1,708 73 4.46 260 22.64 0.0187
2016-05-02 2016-03-31 13F JM Smucker COM 832696405 1,635 1,635 0.00 212 0.0154
2016-02-09 2015-12-31 13F JM Smucker COM 832696405 0 -1,845 -100.00 0 -100.00
2015-11-03 2015-09-30 13F JM Smucker COM 832696405 1,845 -25,601 -93.28 210 -47.63 0.0162
2014-05-06 2014-03-31 13F SMITH & WES COM 832696405 27,446 21,160 336.62 401 -38.40 0.0365
2014-02-03 2013-12-31 13F SMUCKER COM 832696405 6,286 -501 -7.38 651 -8.70 0.0634
2013-11-04 2013-09-30 13F SMUCKER COM 832696405 6,787 -303 -4.27 713 -2.46 0.0798
2013-07-22 2013-06-30 13F SMUCKER COM 832696405 7,090 7,090 731 0.0913
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.