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John Overdeck’s J.M. Smucker SJM Stock Holding History

John Overdeck’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 		$293K Buy
+2,600
New +$265K ﹤0.01% 4541
2022
Q1 		– Sell
-5,000
Closed -$679K – 4135
2021
Q4 		$679K Sell
5,000
-19,000
-79% -$2.42M ﹤0.01% 2932
2021
Q3 		$2.88M Buy
24,000
+9,600
+67% +$1.22M 0.01% 1645
2021
Q2 		$1.87M Buy
14,400
+10,100
+235% +$1.34M ﹤0.01% 1927
2021
Q1 		$544K Buy
+4,300
New +$508K ﹤0.01% 2848
2020
Q4 		– Sell
-1,800
Closed -$208K – 3715
2020
Q3 		$208K Sell
1,800
-3,700
-67% -$412K ﹤0.01% 2803
2020
Q2 		$582K Buy
5,500
+1,200
+28% +$135K ﹤0.01% 1893
2020
Q1 		$477K Sell
4,300
-9,700
-69% -$1.04M ﹤0.01% 1966
2019
Q4 		$1.46M Sell
14,000
-16,600
-54% -$1.76M ﹤0.01% 1844
2019
Q3 		$3.37M Buy
+30,600
New +$3.41M 0.01% 1087
2019
Q2 		– Sell
-2,000
Closed -$233K – 3632
2019
Q1 		$233K Sell
2,000
-4,000
-67% -$418K ﹤0.01% 2743
2018
Q4 		$561K Sell
6,000
-80,800
-93% -$8.44M ﹤0.01% 2028
2018
Q3 		$8.91M Buy
86,800
+72,000
+486% +$7.86M 0.02% 691
2018
Q2 		$1.59M Sell
14,800
-1,700
-10% -$191K ﹤0.01% 1789
2018
Q1 		$2.05M Sell
16,500
-700
-4% -$87.4K 0.01% 1505
2017
Q4 		$2.14M Buy
+17,200
New +$1.91M 0.01% 1420
2017
Q3 		– Sell
-14,000
Closed -$1.66M – 3147
2017
Q2 		$1.66M Buy
+14,000
New +$1.77M 0.01% 1555
2017
Q1 		– Sell
-4,000
Closed -$512K – 3286
2016
Q4 		$512K Sell
4,000
-15,000
-79% -$1.94M ﹤0.01% 2503
2016
Q3 		$2.58M Buy
+19,000
New +$2.79M 0.01% 1281
2016
Q2 		– Sell
-4,000
Closed -$519K – 3203
2016
Q1 		$519K Buy
+4,000
New +$504K ﹤0.01% 2040
2015
Q2 		– Sell
-2,000
Closed -$231K – 3064
2015
Q1 		$231K Buy
+2,000
New +$219K ﹤0.01% 2432

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

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.