Graham Capital 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
Q2
$863K Buy
7,672
+4,511
+143% +$459K 0.02% 552
2026
Q1
$305K Buy
+3,161
New +$331K 0.01% 809
2024
Q2
Sell
-7,463
Closed -$939K 1331
2024
Q1
$939K Buy
7,463
+494
+7% +$62.5K 0.02% 447
2023
Q4
$881K Buy
+6,969
New +$808K 0.02% 416
2022
Q4
Sell
-2,074
Closed -$284K 1315
2022
Q3
$284K Buy
+2,074
New +$283K 0.01% 921

Other funds holding SJM

Graham Capital Management's SJM Position: Q2 2026 in Review

Graham Capital Management increased its J.M. Smucker (SJM) stake by 143% in Q2 2026, buying an estimated $459K and bringing the position to 7,672 shares worth $863K. The position accounts for 0.02% of the portfolio, ranked #552.

Graham Capital Management first reported a position in SJM in Q3 2022 and has held it in 5 quarters since. The position peaked at $939K in Q1 2024. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Graham Capital Management held 7,672 shares of J.M. Smucker worth $863K as of Q2 2026.
  • Graham Capital Management bought 4,511 J.M. Smucker shares in Q2 2026, an estimated $459K.
  • J.M. Smucker made up 0.02% of Graham Capital Management's portfolio in Q2 2026, its #552 holding.
  • Graham Capital Management first reported a position in J.M. Smucker in Q3 2022 and has held it in 5 quarters since.
  • Graham Capital Management's J.M. Smucker position peaked at $939K in Q1 2024.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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