Balyasny Asset Management
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Balyasny Asset Management’s J.M. Smucker SJM Stock Holding History

Balyasny Asset 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
2025
Q1 		– Sell
-4,100
Closed -$451K – 3237
2024
Q4 		$451K Buy
+4,100
New +$472K ﹤0.01% 2233
2023
Q2 		– Sell
-20,000
Closed -$3.15M – 2749
2023
Q1 		$3.15M Buy
+20,000
New +$3.04M 0.01% 1266
2022
Q4 		– Sell
-35,000
Closed -$4.81M – 3195
2022
Q3 		$4.81M Buy
+35,000
New +$4.77M 0.01% 1023

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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.