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Lee Ainslie’s J.M. Smucker SJM Stock Holding History

Lee Ainslie’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 		$3.12M Sell
27,733
-2,118
-7% -$216K 0.03% 64
2026
Q1 		$2.88M Buy
29,851
+1,939
+7% +$203K 0.03% 72
2025
Q4 		$2.73M Sell
27,912
-5,226
-16% -$540K 0.03% 113
2025
Q3 		$3.6M Buy
+33,138
New +$3.6M 0.05% 99
2025
Q2 		– Sell
-541,551
Closed -$64.1M – 301
2025
Q1 		$64.1M Buy
+541,551
New +$58.5M 1.13% 33
2023
Q4 		– Sell
-10,549
Closed -$1.3M – 445
2023
Q3 		$1.3M Sell
10,549
-6,788
-39% -$964K 0.03% 105
2023
Q2 		$2.56M Buy
+17,337
New +$2.64M 0.05% 91
2021
Q4 		– Sell
-13,078
Closed -$1.57M – 590
2021
Q3 		$1.57M Buy
+13,078
New +$1.66M 0.02% 205
2019
Q4 		– Sell
-36,939
Closed -$4.06M – 415
2019
Q3 		$4.06M Sell
36,939
-31,611
-46% -$3.52M 0.06% 198
2019
Q2 		$7.9M Sell
68,550
-2,520
-4% -$308K 0.11% 79
2019
Q1 		$8.28M Buy
71,070
+37,120
+109% +$3.88M 0.11% 101
2018
Q4 		$3.17M Buy
+33,950
New +$3.54M 0.05% 219

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

Lee Ainslie's SJM Position: Q2 2026 in Review

Lee Ainslie reduced its J.M. Smucker (SJM) stake by 7.1% in Q2 2026, selling an estimated $216K and leaving 27,733 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #64.

Lee Ainslie first reported a position in SJM in Q4 2018 and has held it in 12 quarters since. The position peaked at $64.1M in Q1 2025. 880 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

  • Lee Ainslie held 27,733 shares of J.M. Smucker worth $3.12M as of Q2 2026.
  • Lee Ainslie sold 2,118 J.M. Smucker shares in Q2 2026, an estimated $216K.
  • J.M. Smucker made up 0.03% of Lee Ainslie's portfolio in Q2 2026, its #64 holding.
  • Lee Ainslie first reported a position in J.M. Smucker in Q4 2018 and has held it in 12 quarters since.
  • Lee Ainslie's J.M. Smucker position peaked at $64.1M in Q1 2025.
  • 880 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

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