Maverick Capital’s J.M. Smucker SJM Stock Holding History

Maverick Capital’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 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

Maverick Capital's SJM Position: Q2 2026 in Review

Maverick Capital 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.

Maverick Capital 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. 888 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Maverick Capital held 27,733 shares of J.M. Smucker worth $3.12M as of Q2 2026.
Maverick Capital sold 2,118 J.M. Smucker shares in Q2 2026, an estimated $216K.
J.M. Smucker made up 0.03% of Maverick Capital's portfolio in Q2 2026, its #64 holding.
Maverick Capital first reported a position in J.M. Smucker in Q4 2018 and has held it in 12 quarters since.
Maverick Capital's J.M. Smucker position peaked at $64.1M in Q1 2025.
888 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.