John Overdeck’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 | $108M | Sell |
960,763
-685,960
| -42% | -$69.9M | 0.08% | 294 |
|
|
2026
Q1 | $159M | Buy |
1,646,723
+468,921
| +40% | +$49.1M | 0.13% | 182 |
|
|
2025
Q4 | $115M | Sell |
1,177,802
-350,160
| -23% | -$36.2M | 0.16% | 154 |
|
|
2025
Q3 | $166M | Buy |
1,527,962
+1,505,991
| +6,854% | +$164M | 0.25% | 113 |
|
|
2025
Q2 | $2.16M | Sell |
21,971
-135,794
| -86% | -$14.9M | ﹤0.01% | 1783 |
|
|
2025
Q1 | $18.7M | Sell |
157,765
-639,299
| -80% | -$69M | 0.04% | 515 |
|
|
2024
Q4 | $87.8M | Buy |
797,064
+129,870
| +19% | +$14.9M | 0.19% | 122 |
|
|
2024
Q3 | $80.8M | Sell |
667,194
-274,971
| -29% | -$32.4M | 0.18% | 134 |
|
|
2024
Q2 | $103M | Buy |
942,165
+782,294
| +489% | +$88.5M | 0.23% | 103 |
|
|
2024
Q1 | $20.1M | Sell |
159,871
-26,209
| -14% | -$3.32M | 0.05% | 438 |
|
|
2023
Q4 | $23.5M | Sell |
186,080
-498,587
| -73% | -$57.8M | 0.05% | 380 |
|
|
2023
Q3 | $84.2M | Buy |
684,667
+4,436
| +0.7% | +$630K | 0.23% | 125 |
|
|
2023
Q2 | $100M | Buy |
680,231
+470,600
| +224% | +$71.8M | 0.25% | 105 |
|
|
2023
Q1 | $33M | Sell |
209,631
-158,607
| -43% | -$24.1M | 0.09% | 256 |
|
|
2022
Q4 | $58.4M | Buy |
368,238
+242,517
| +193% | +$36.1M | 0.18% | 139 |
|
|
2022
Q3 | $17.3M | Sell |
125,721
-138,086
| -52% | -$18.8M | 0.06% | 355 |
|
|
2022
Q2 | $33.8M | Buy |
+263,807
| New | +$35.2M | 0.11% | 218 |
|
|
2022
Q1 | – | Sell |
-59,936
| Closed | -$8.14M | – | 4136 |
|
|
2021
Q4 | $8.14M | Buy |
+59,936
| New | +$7.64M | 0.02% | 901 |
|
|
2021
Q2 | – | Sell |
-159,793
| Closed | -$21.2M | – | 4511 |
|
|
2021
Q1 | $20.2M | Sell |
159,793
-447,039
| -74% | -$52.8M | 0.05% | 428 |
|
|
2020
Q4 | $70.2M | Sell |
606,832
-71,894
| -11% | -$8.36M | 0.2% | 114 |
|
|
2020
Q3 | $78.4M | Buy |
678,726
+116,494
| +21% | +$13M | 0.28% | 81 |
|
|
2020
Q2 | $59.5M | Buy |
562,232
+515,544
| +1,104% | +$57.9M | 0.29% | 65 |
|
|
2020
Q1 | $5.18M | Sell |
46,688
-53,150
| -53% | -$5.68M | 0.04% | 482 |
|
|
2019
Q4 | $10.4M | Buy |
+99,838
| New | +$10.6M | 0.03% | 604 |
|
|
2018
Q2 | – | Sell |
-45,044
| Closed | -$5.06M | – | 3614 |
|
|
2018
Q1 | $5.59M | Sell |
45,044
-108,261
| -71% | -$13.5M | 0.02% | 891 |
|
|
2017
Q4 | $19M | Sell |
153,305
-18,713
| -11% | -$2.08M | 0.06% | 383 |
|
|
2017
Q3 | $18.1M | Buy |
+172,018
| New | +$19.6M | 0.06% | 354 |
|
|
2016
Q4 | – | Sell |
-4,340
| Closed | -$562K | – | 3475 |
|
|
2016
Q3 | $588K | Sell |
4,340
-483,277
| -99% | -$70.9M | ﹤0.01% | 2340 |
|
|
2016
Q2 | $74.3M | Buy |
487,617
+300,317
| +160% | +$39.9M | 0.32% | 67 |
|
|
2016
Q1 | $24.3M | Sell |
187,300
-147,075
| -44% | -$18.5M | 0.12% | 209 |
|
|
2015
Q4 | $41.2M | Buy |
334,375
+73,158
| +28% | +$8.72M | 0.2% | 128 |
|
|
2015
Q3 | $29.8M | Buy |
261,217
+256,966
| +6,045% | +$28.7M | 0.15% | 171 |
|
|
2015
Q2 | $461K | Buy |
4,251
+904
| +27% | +$105K | ﹤0.01% | 2161 |
|
|
2015
Q1 | $387K | Buy |
+3,347
| New | +$367K | ﹤0.01% | 2119 |
|
|
2014
Q4 | – | Sell |
-33,808
| Closed | -$3.35M | – | 2371 |
|
|
2014
Q3 | $3.35M | Sell |
33,808
-135,052
| -80% | -$13.9M | 0.02% | 727 |
|
|
2014
Q2 | $18M | Sell |
168,860
-300,991
| -64% | -$30.2M | 0.08% | 343 |
|
|
2014
Q1 | $45.7M | Buy |
469,851
+390,303
| +491% | +$37.9M | 0.24% | 105 |
|
|
2013
Q4 | $8.24M | Buy |
+79,548
| New | +$8.44M | 0.05% | 475 |
|
Other funds holding SJM
John Overdeck's SJM Position: Q2 2026 in Review
John Overdeck reduced its J.M. Smucker (SJM) stake by 42% in Q2 2026, selling an estimated $69.9M and leaving 960,763 shares worth $108M. The position accounts for 0.08% of the portfolio, ranked #294.
John Overdeck first reported a position in SJM in Q4 2013 and has held it in 38 quarters since. The position peaked at $166M in Q3 2025. 880 funds tracked by Wall St. Rank hold SJM as of Q2 2026.
- John Overdeck held 960,763 shares of J.M. Smucker worth $108M as of Q2 2026.
- John Overdeck sold 685,960 J.M. Smucker shares in Q2 2026, an estimated $69.9M.
- J.M. Smucker made up 0.08% of John Overdeck's portfolio in Q2 2026, its #294 holding.
- John Overdeck first reported a position in J.M. Smucker in Q4 2013 and has held it in 38 quarters since.
- John Overdeck's J.M. Smucker position peaked at $166M in Q3 2025.
- 880 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.
Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.