Balyasny Asset Management’s J.M. Smucker SJM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $112M | Sell |
1,166,288
-416,753
| -26% | -$43.6M | 0.15% | 148 |
|
|
2025
Q4 | $155M | Sell |
1,583,041
-346,185
| -18% | -$35.8M | 0.2% | 102 |
|
|
2025
Q3 | $210M | Sell |
1,929,226
-322,708
| -14% | -$35M | 0.27% | 63 |
|
|
2025
Q2 | $221M | Buy |
2,251,934
+703,382
| +45% | +$77.3M | 0.33% | 45 |
|
|
2025
Q1 | $183M | Buy |
+1,548,552
| New | +$167M | 0.3% | 51 |
|
|
2024
Q2 | – | Sell |
-463,104
| Closed | -$58.3M | – | 3060 |
|
|
2024
Q1 | $58.3M | Buy |
463,104
+75,908
| +20% | +$9.61M | 0.1% | 262 |
|
|
2023
Q4 | $48.9M | Buy |
387,196
+47,072
| +14% | +$5.45M | 0.09% | 278 |
|
|
2023
Q3 | $41.8M | Sell |
340,124
-15,478
| -4% | -$2.2M | 0.09% | 319 |
|
|
2023
Q2 | $52.5M | Sell |
355,602
-183,219
| -34% | -$27.9M | 0.12% | 240 |
|
|
2023
Q1 | $84.8M | Buy |
538,821
+10,163
| +2% | +$1.54M | 0.21% | 103 |
|
|
2022
Q4 | $83.8M | Buy |
528,658
+377,790
| +250% | +$56.3M | 0.23% | 97 |
|
|
2022
Q3 | $20.7M | Sell |
150,868
-72,783
| -33% | -$9.92M | 0.06% | 421 |
|
|
2022
Q2 | $28.6M | Sell |
223,651
-292,367
| -57% | -$39M | 0.09% | 303 |
|
|
2022
Q1 | $69.9M | Buy |
516,018
+164,344
| +47% | +$22.4M | 0.22% | 79 |
|
|
2021
Q4 | $47.8M | Buy |
+351,674
| New | +$44.8M | 0.16% | 142 |
|
|
2021
Q3 | – | Sell |
-133,531
| Closed | -$17.3M | – | 2379 |
|
|
2021
Q2 | $17.3M | Sell |
133,531
-63,716
| -32% | -$8.46M | 0.08% | 333 |
|
|
2021
Q1 | $25M | Buy |
+197,247
| New | +$23.3M | 0.12% | 213 |
|
|
2020
Q3 | – | Sell |
-196,002
| Closed | -$20.7M | – | 1564 |
|
|
2020
Q2 | $20.7M | Buy |
196,002
+91,250
| +87% | +$10.3M | 0.18% | 165 |
|
|
2020
Q1 | $11.6M | Buy |
+104,752
| New | +$11.2M | 0.14% | 205 |
|
|
2019
Q4 | – | Sell |
-66,332
| Closed | -$7.3M | – | 1458 |
|
|
2019
Q3 | $7.3M | Buy |
66,332
+36,136
| +120% | +$4.03M | 0.05% | 479 |
|
|
2019
Q2 | $3.48M | Sell |
30,196
-53,579
| -64% | -$6.54M | 0.02% | 715 |
|
|
2019
Q1 | $9.76M | Buy |
+83,775
| New | +$8.76M | 0.06% | 392 |
|
|
2018
Q3 | – | Sell |
-5,802
| Closed | -$624K | – | 2000 |
|
|
2018
Q2 | $624K | Buy |
+5,802
| New | +$651K | ﹤0.01% | 1273 |
|
|
2018
Q1 | – | Sell |
-2,333
| Closed | -$290K | – | 2276 |
|
|
2017
Q4 | $290K | Buy |
+2,333
| New | +$259K | ﹤0.01% | 1756 |
|
|
2017
Q2 | – | Sell |
-8,555
| Closed | -$1.12M | – | 1710 |
|
|
2017
Q1 | $1.12M | Buy |
+8,555
| New | +$1.16M | 0.01% | 1062 |
|
|
2016
Q3 | – | Sell |
-1,968
| Closed | -$300K | – | 1241 |
|
|
2016
Q2 | $300K | Sell |
1,968
-74,207
| -97% | -$9.87M | ﹤0.01% | 921 |
|
|
2016
Q1 | $9.89M | Buy |
+76,175
| New | +$9.6M | 0.06% | 405 |
|
|
2015
Q4 | – | Sell |
-240,126
| Closed | -$27.4M | – | 1429 |
|
|
2015
Q3 | $27.4M | Buy |
+240,126
| New | +$26.8M | 0.2% | 133 |
|
Other funds holding SJM
VCM
VPM
Balyasny Asset Management's SJM Position: Q1 2026 in Review
Balyasny Asset Management reduced its J.M. Smucker (SJM) stake by 26% in Q1 2026, selling an estimated $43.6M and leaving 1,166,288 shares worth $112M. The position accounts for 0.15% of the portfolio, ranked #148.
Balyasny Asset Management first reported a position in SJM in Q3 2015 and has held it in 28 quarters since. The position peaked at $221M in Q2 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.
- Balyasny Asset Management held 1,166,288 shares of J.M. Smucker worth $112M as of Q1 2026.
- Balyasny Asset Management sold 416,753 J.M. Smucker shares in Q1 2026, an estimated $43.6M.
- J.M. Smucker made up 0.15% of Balyasny Asset Management's portfolio in Q1 2026, its #148 holding.
- Balyasny Asset Management first reported a position in J.M. Smucker in Q3 2015 and has held it in 28 quarters since.
- Balyasny Asset Management's J.M. Smucker position peaked at $221M in Q2 2025.
- 815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.
Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.