Aquatic Capital Management’s J.M. Smucker SJM Stock Holding History

Aquatic Capital Management’s Portfolio SJM Stock Details SJM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.15M	Buy	+22,310	New	+$2.34M	0.06%	353
2025 Q4	–	Sell	-86,964	Closed	-$9.44M	–	1738
2025 Q3	$9.44M	Buy	+86,964	New	+$9.44M	0.18%	140
2025 Q2	–	Sell	-107,847	Closed	-$12.8M	–	1508
2025 Q1	$12.8M	Buy	107,847 +21,514	+25%	+$2.32M	0.33%	72
2024 Q4	$9.51M	Sell	86,333 -59,029	-41%	-$6.79M	0.26%	101
2024 Q3	$17.6M	Sell	145,362 -23,938	-14%	-$2.82M	0.46%	56
2024 Q2	$18.5M	Buy	+169,300	New	+$19.2M	0.68%	33

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aquatic Capital Management's SJM Position: Q1 2026 in Review

Aquatic Capital Management opened a new position in J.M. Smucker (SJM) in Q1 2026: 22,310 shares worth $2.15M. The stake represents 0.06% of the portfolio and ranks #353 among its holdings. This is a return to the name: Aquatic Capital Management previously reported a position in SJM as recently as Q3 2025.

Aquatic Capital Management first reported a position in SJM in Q2 2024 and has held it in 6 quarters since. The position peaked at $18.5M in Q2 2024. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Aquatic Capital Management held 22,310 shares of J.M. Smucker worth $2.15M as of Q1 2026.
J.M. Smucker was a new Aquatic Capital Management position in Q1 2026.
J.M. Smucker made up 0.06% of Aquatic Capital Management's portfolio in Q1 2026, its #353 holding.
Aquatic Capital Management first reported a position in J.M. Smucker in Q2 2024 and has held it in 6 quarters since.
Aquatic Capital Management's J.M. Smucker position peaked at $18.5M in Q2 2024.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.