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

Holowesko 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
2026
Q2 		$10.8M Sell
96,100
-87,700
-48% -$8.93M 2.74% 14
2026
Q1 		$17.7M Buy
+183,800
New +$19.2M 4.97% 10

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

Holowesko Partners's SJM Position: Q2 2026 in Review

Holowesko Partners reduced its J.M. Smucker (SJM) stake by 48% in Q2 2026, selling an estimated $8.93M and leaving 96,100 shares worth $10.8M. The position accounts for 2.74% of the portfolio, ranked #14.

Holowesko Partners first reported a position in SJM in Q1 2026 and has held it in 2 quarters since. The position peaked at $17.7M in Q1 2026. 882 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Holowesko Partners held 96,100 shares of J.M. Smucker worth $10.8M as of Q2 2026.
  • Holowesko Partners sold 87,700 J.M. Smucker shares in Q2 2026, an estimated $8.93M.
  • J.M. Smucker made up 2.74% of Holowesko Partners's portfolio in Q2 2026, its #14 holding.
  • Holowesko Partners first reported a position in J.M. Smucker in Q1 2026 and has held it in 2 quarters since.
  • Holowesko Partners's J.M. Smucker position peaked at $17.7M in Q1 2026.
  • 882 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Holowesko Partners's 13F filing for Q2 2026, filed 13 Aug 2026.