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Lighthouse Investment Partners’s J.M. Smucker SJM Stock Holding History

Lighthouse Investment 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
2025
Q4 		– Sell
-27,301
Closed -$2.96M – 1032
2025
Q3 		$2.96M Buy
+27,301
New +$2.96M 0.09% 286
2025
Q2 		– Sell
-166,398
Closed -$19.7M – 678
2025
Q1 		$19.7M Buy
+166,398
New +$18M 0.81% 23
2024
Q4 		– Sell
-168,770
Closed -$20.4M – 626
2024
Q3 		$20.4M Buy
168,770
+18,170
+12% +$2.14M 0.77% 11
2024
Q2 		$16.4M Sell
150,600
-197,274
-57% -$22.3M 0.65% 27
2024
Q1 		$43.8M Buy
347,874
+106,935
+44% +$13.5M 2.03% 4
2023
Q4 		$30.4M Buy
240,939
+90,939
+61% +$10.5M 1.38% 8
2023
Q3 		$18.4M Buy
+150,000
New +$21.3M 0.75% 22

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lighthouse Investment Partners's SJM Position: Q4 2025 in Review

Lighthouse Investment Partners sold out of J.M. Smucker (SJM) in Q4 2025, closing a stake of 27,301 shares — an estimated $2.96M sold.

Lighthouse Investment Partners first reported a position in SJM in Q3 2023 and held it in 7 quarters. The position peaked at $43.8M in Q1 2024. 820 funds tracked by Wall St. Rank hold SJM as of Q4 2025.

  • Lighthouse Investment Partners reported no remaining J.M. Smucker position as of Q4 2025 after selling out during the quarter.
  • Lighthouse Investment Partners sold 27,301 J.M. Smucker shares in Q4 2025, an estimated $2.96M.
  • Lighthouse Investment Partners first reported a position in J.M. Smucker in Q3 2023 and held it in 7 quarters.
  • Lighthouse Investment Partners's J.M. Smucker position peaked at $43.8M in Q1 2024.
  • 820 funds tracked by Wall St. Rank held J.M. Smucker as of Q4 2025.

Based on Lighthouse Investment Partners's 13F filing for Q4 2025, filed 17 Feb 2026.