Boston Partners
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Boston Partners’s J.M. Smucker SJM Stock Holding History

Boston Partners’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
Q4 		– Sell
-441,022
Closed -$47.9M – 803
2025
Q3 		$47.9M Sell
441,022
-38,125
-8% -$4.14M 0.05% 264
2025
Q2 		$47.1M Sell
479,147
-479,767
-50% -$52.7M 0.05% 255
2025
Q1 		$114M Sell
958,914
-222,569
-19% -$24M 0.14% 194
2024
Q4 		$130M Sell
1,181,483
-2,236,190
-65% -$257M 0.16% 179
2024
Q3 		$414M Buy
3,417,673
+321,546
+10% +$37.9M 0.49% 72
2024
Q2 		$338M Buy
3,096,127
+187,252
+6% +$21.2M 0.42% 81
2024
Q1 		$365M Buy
+2,908,875
New +$368M 0.43% 77
2013
Q3 		– Sell
-3,824
Closed -$394K – 723
2013
Q2 		$394K Buy
+3,824
New +$389K ﹤0.01% 669

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Boston Partners's SJM Position: Q4 2025 in Review

Boston Partners sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 441,022 shares — an estimated $47.9M sold.

Boston Partners first reported a position in SJM in Q2 2013 and held it in 8 quarters. The position peaked at $414M in Q3 2024. 821 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Boston Partners reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Boston Partners sold 441,022 J.M. Smucker shares in Q4 2025, an estimated $47.9M.
  • Boston Partners first reported a position in J.M. Smucker in Q2 2013 and held it in 8 quarters.
  • Boston Partners's J.M. Smucker position peaked at $414M in Q3 2024.
  • 821 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Boston Partners's 13F filing for Q4 2025, filed 13 Feb 2026.