Skip to main content

Boston Private Wealth LLC

SEC CIK
0001626116
Latest filing
Jul 17, 2026

SJM holding history

J M SMUCKER Co in every 13F filed by Boston Private Wealth LLC, 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 2024)
0
Sold out in Q2 2024
Value
$0
% of portfolio
0.0%
Quarters held
13
Since Q1 2021
Holdings of SJM by Boston Private Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20240$00.0%−2,524−100.0%Sold outHolders
Q1 20242,524$317.7K<0.1%+39+1.6%AddedHolders
Q4 20232,485$314.2K<0.1%+502+25.3%AddedHolders
Q3 20231,983$243.7K<0.1%−716−26.5%ReducedHolders
Q2 20232,699$398.6K<0.1%−169−5.9%ReducedHolders
Q1 20232,868$451.4K<0.1%−1,172−29.0%ReducedHolders
Q4 20224,040$640.2K<0.1%−233−5.5%ReducedHolders
Q3 20224,273$587.0K<0.1%+1,372+47.3%AddedHolders
Q2 20222,901$371.0K<0.1%−733−20.2%ReducedHolders
Q1 20223,634$492.0K<0.1%−574−13.6%ReducedHolders
Q4 20214,208$572.0K<0.1%−212−4.8%ReducedHolders
Q3 20214,420$531.0K<0.1%−164−3.6%ReducedHolders
Q2 20214,584$594.0K<0.1%+138+3.1%AddedHolders
Q1 20214,446$563.0K<0.1%––Holders

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