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Dmitry Balyasny’s J.M. Smucker SJM Stock Holding History

Dmitry Balyasny’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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dmitry Balyasny's SJM Position: Q2 2026 in Review

Dmitry Balyasny reduced its J.M. Smucker (SJM) stake by 2.5% in Q2 2026, selling an estimated $2.96M and leaving 1,137,274 shares worth $128M. The position accounts for 0.16% of the portfolio, ranked #144.

Dmitry Balyasny first reported a position in SJM in Q3 2015 and has held it in 29 quarters since. The position peaked at $221M in Q2 2025. 880 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Dmitry Balyasny held 1,137,274 shares of J.M. Smucker worth $128M as of Q2 2026.
  • Dmitry Balyasny sold 29,014 J.M. Smucker shares in Q2 2026, an estimated $2.96M.
  • J.M. Smucker made up 0.16% of Dmitry Balyasny's portfolio in Q2 2026, its #144 holding.
  • Dmitry Balyasny first reported a position in J.M. Smucker in Q3 2015 and has held it in 29 quarters since.
  • Dmitry Balyasny's J.M. Smucker position peaked at $221M in Q2 2025.
  • 880 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.