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Livermore
Livermore
ZHEN

Burney Co

SEC CIK
0000940445
Latest filing
Jul 14, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by Burney Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SJM overviewAll 13F holders of SJMFull Q2 2026 holdings

Shares (Q2 2026)
5,141
Value
$578.4K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of SJM by Burney Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,141$578.4K<0.1%00.0%UnchangedHolders
Q1 20265,141$495.8K<0.1%+76+1.5%AddedHolders
Q4 20255,065$495.4K<0.1%−14−0.3%ReducedHolders
Q3 20255,079$551.6K<0.1%−125−2.4%ReducedHolders
Q2 20255,204$511.0K<0.1%−440−7.8%ReducedHolders
Q1 20255,644$668.3K<0.1%+16+0.3%AddedHolders
Q4 20245,628$619.8K<0.1%+130+2.4%AddedHolders
Q3 20245,498$665.8K<0.1%−40−0.7%ReducedHolders
Q2 20245,538$603.8K<0.1%−199−3.5%ReducedHolders
Q1 20245,737$722.2K<0.1%−195−3.3%ReducedHolders
Q4 20235,932$749.7K<0.1%+144+2.5%AddedHolders
Q3 20235,788$711.4K<0.1%−39−0.7%ReducedHolders
Q2 20235,827$860.5K<0.1%00.0%UnchangedHolders
Q1 20235,827$917.0K<0.1%+26+0.4%AddedHolders
Q4 20225,801$919.2K<0.1%−160−2.7%ReducedHolders
Q3 20225,961$819.0K<0.1%+35+0.6%AddedHolders
Q2 20225,926$759.0K<0.1%+163+2.8%AddedHolders
Q1 20225,763$780.0K<0.1%+202+3.6%AddedHolders
Q4 20215,561$755.0K<0.1%+380+7.3%AddedHolders
Q3 20215,181$622.0K<0.1%+1,817+54.0%AddedHolders
Q2 20213,364$436.0K<0.1%+265+8.6%AddedHolders
Q1 20213,099$392.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.