SJM SMUCKER J M CO COMMON

Ownership history in Weaver C. Barksdale & Associates, Inc.  ·  22 quarters on record

AI Ownership Summary

Weaver C. Barksdale & Associates, Inc. reported SMUCKER J M CO COMMON (SJM) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.75% in 2024 Q3. The latest visible filing shows SJM at 1.31% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SJM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Weaver C. Barksdale & Associates, Inc.'s position in SMUCKER J M CO COMMON, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

SJM was reported at 1.31% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.75% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Weaver C. Barksdale & Associates, Inc. held SJM — position size vs. price
% of Fund (quarterly)    SJM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,801 -1,542 -10.8% 1.31% $1.3M 2026-02-14 (Est.) $110.53
2025 Q3 REDUCED 14,343 -925 -6.1% 1.50% $1.6M 2025-11-12 $107.66
2025 Q2 REDUCED 15,268 -55 -0.4% 1.44% $1.5M 2025-08-12 $108.09
2025 Q1 REDUCED 15,323 -349 -2.2% 1.74% $1.8M 2025-05-14 $105.99
2024 Q4 REDUCED 15,672 -384 -2.4% 1.65% $1.7M 2025-02-12 $98.83
2024 Q3 ADDED 16,056 +5,454 +51.4% 1.75% $1.9M 2024-11-13 $104.59
2024 Q2 REDUCED 10,602 -210 -1.9% 1.10% $1.2M 2024-08-13 $110.48
2024 Q1 REDUCED 10,812 -88 -0.8% 1.25% $1.4M 2024-05-14 $106.55
2023 Q4 REDUCED 10,900 -2,774 -20.3% 1.35% $1.4M 2024-02-13 $117.04
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Weaver C. Barksdale & Associates, Inc. and SJM

These are the practical questions this page is built to answer before you even open the full history table.

How long has Weaver C. Barksdale & Associates, Inc. reported owning SJM?

Weaver C. Barksdale & Associates, Inc. reported SJM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported SJM position in Weaver C. Barksdale & Associates, Inc.'s portfolio?

The largest reported portfolio weight for SJM was 1.75% in 2024 Q3.

What is the latest reported SJM position on this page?

The most recent filing on this page is 2025 Q4, when Weaver C. Barksdale & Associates, Inc. reported 12,801 shares, equal to 1.31% of portfolio, with an estimated market value of $1.3M.

What does the chart on this SJM ownership page compare?

The chart compares Weaver C. Barksdale & Associates, Inc.'s quarterly SJM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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