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
2026 Q2	$2.43M	Buy	+21,576	New	+$2.2M	0.07%	339
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lighthouse Investment Partners's SJM Position: Q2 2026 in Review

Lighthouse Investment Partners opened a new position in J.M. Smucker (SJM) in Q2 2026: 21,576 shares worth $2.43M. The stake represents 0.07% of the portfolio and ranks #339 among its holdings. This is a return to the name: Lighthouse Investment Partners previously reported a position in SJM as recently as Q3 2025.

Lighthouse Investment Partners first reported a position in SJM in Q3 2023 and has held it in 8 quarters since. The position peaked at $43.8M in Q1 2024. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Lighthouse Investment Partners held 21,576 shares of J.M. Smucker worth $2.43M as of Q2 2026.
J.M. Smucker was a new Lighthouse Investment Partners position in Q2 2026.
J.M. Smucker made up 0.07% of Lighthouse Investment Partners's portfolio in Q2 2026, its #339 holding.
Lighthouse Investment Partners first reported a position in J.M. Smucker in Q3 2023 and has held it in 8 quarters since.
Lighthouse Investment Partners's J.M. Smucker position peaked at $43.8M in Q1 2024.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Lighthouse Investment Partners's 13F filing for Q2 2026, filed 14 Aug 2026.