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 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	1.16%	33
2023 Q4	–	Sell	-10,549	Closed	-$1.3M	–	446
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	–	592
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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return