Holocene Advisors
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Holocene Advisors’s J.M. Smucker SJM Stock Holding History

Holocene Advisors’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
-8,167
Closed -$887K – 879
2025
Q3 		$887K Sell
8,167
-53,215
-87% -$5.78M ﹤0.01% 633
2025
Q2 		$6.03M Buy
61,382
+10,403
+20% +$1.14M 0.01% 343
2025
Q1 		$6.04M Sell
50,979
-2,719
-5% -$294K 0.02% 340
2024
Q4 		$5.91M Buy
53,698
+12,861
+31% +$1.48M 0.02% 369
2024
Q3 		$4.95M Buy
+40,837
New +$4.81M 0.02% 362
2024
Q2 		– Sell
-1,090,055
Closed -$137M – 839
2024
Q1 		$137M Buy
1,090,055
+484,499
+80% +$61.3M 0.5% 69
2023
Q4 		$76.5M Buy
+605,556
New +$70.2M 0.3% 109
2023
Q2 		– Sell
-660,432
Closed -$104M – 848
2023
Q1 		$104M Buy
+660,432
New +$100M 0.51% 67
2022
Q4 		– Sell
-20,206
Closed -$2.78M – 892
2022
Q3 		$2.78M Sell
20,206
-38,747
-66% -$5.28M 0.02% 357
2022
Q2 		$7.55M Buy
+58,953
New +$7.86M 0.05% 267
2022
Q1 		– Sell
-34,753
Closed -$4.72M – 1018
2021
Q4 		$4.72M Buy
34,753
+4,790
+16% +$611K 0.02% 335
2021
Q3 		$3.6M Sell
29,963
-21,612
-42% -$2.75M 0.02% 413
2021
Q2 		$6.68M Sell
51,575
-303,052
-85% -$40.2M 0.04% 284
2021
Q1 		$44.9M Buy
+354,627
New +$41.9M 0.28% 116
2020
Q3 		– Sell
-22,477
Closed -$2.38M – 778
2020
Q2 		$2.38M Buy
22,477
+19,919
+779% +$2.24M 0.02% 290
2020
Q1 		$284K Buy
+2,558
New +$273K ﹤0.01% 613
2019
Q4 		– Sell
-19,897
Closed -$2.19M – 766
2019
Q3 		$2.19M Buy
+19,897
New +$2.22M 0.02% 284
2019
Q2 		– Sell
-4,508
Closed -$525K – 736
2019
Q1 		$525K Sell
4,508
-13,127
-74% -$1.37M 0.01% 405
2018
Q4 		$1.65M Buy
17,635
+11,165
+173% +$1.17M 0.03% 177
2018
Q3 		$664K Buy
6,470
+1,900
+42% +$207K 0.01% 465
2018
Q2 		$491K Buy
+4,570
New +$513K 0.01% 287

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 $521B AUM 51.41% 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 $1.26T AUM 61.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Holocene Advisors's SJM Position: Q4 2025 in Review

Holocene Advisors sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 8,167 shares — an estimated $887K sold.

Holocene Advisors first reported a position in SJM in Q2 2018 and held it in 21 quarters. The position peaked at $137M in Q1 2024. 821 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Holocene Advisors reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Holocene Advisors sold 8,167 J.M. Smucker shares in Q4 2025, an estimated $887K.
  • Holocene Advisors first reported a position in J.M. Smucker in Q2 2018 and held it in 21 quarters.
  • Holocene Advisors's J.M. Smucker position peaked at $137M in Q1 2024.
  • 821 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Holocene Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.