Millennium Management’s J.M. Smucker SJM Stock Holding History

Millennium Management’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	$4.18M	Sell	43,300 -10,200	-19%	-$1.07M	﹤0.01%	3157
2025 Q4	$5.23M	Buy	53,500 +16,900	+46%	+$1.75M	﹤0.01%	2952
2025 Q3	$3.97M	Buy	36,600 +18,900	+107%	+$2.05M	﹤0.01%	3369
2025 Q2	$1.74M	Sell	17,700 -8,000	-31%	-$880K	﹤0.01%	4002
2025 Q1	$3.04M	Buy	25,700 +8,200	+47%	+$886K	﹤0.01%	3376
2024 Q4	$1.93M	Hold	17,500	–	–	﹤0.01%	3680
2024 Q3	$2.12M	Sell	17,500 -9,400	-35%	-$1.11M	﹤0.01%	3654
2024 Q2	$2.93M	Sell	26,900 -213,700	-89%	-$24.2M	﹤0.01%	3191
2024 Q1	$30.3M	Buy	240,600 +232,100	+2,731%	+$29.4M	0.01%	1187
2023 Q4	$1.07M	Sell	8,500 -6,600	-44%	-$765K	﹤0.01%	4096
2023 Q3	$1.86M	Buy	+15,100	New	+$2.14M	﹤0.01%	3624
2018 Q4	–	Sell	-51,200	Closed	-$5.25M	–	4132
2018 Q3	$5.25M	Buy	+51,200	New	+$5.59M	0.01%	1759
2015 Q2	–	Sell	-2,700	Closed	-$312K	–	3786
2015 Q1	$312K	Buy	+2,700	New	+$296K	﹤0.01%	3017
2014 Q4	–	Sell	-3,200	Closed	-$317K	–	4235
2014 Q3	$317K	Sell	3,200 -3,100	-49%	-$318K	﹤0.01%	3065
2014 Q2	$671K	Buy	+6,300	New	+$632K	﹤0.01%	2414

Other funds holding SJM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Millennium Management's SJM Position: Q1 2026 in Review

Millennium Management reduced its J.M. Smucker (SJM) stake by 79% in Q1 2026, selling an estimated $113M and leaving 291,695 shares worth $28.1M. The position accounts for 0.01% of the portfolio, ranked #1278.

Millennium Management first reported a position in SJM in Q2 2013 and has held it in 50 quarters since. The position peaked at $208M in Q2 2025. 815 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

Millennium Management held 291,695 shares of J.M. Smucker worth $28.1M as of Q1 2026.
Millennium Management sold 1,075,604 J.M. Smucker shares in Q1 2026, an estimated $113M.
J.M. Smucker made up 0.01% of Millennium Management's portfolio in Q1 2026, its #1278 holding.
Millennium Management first reported a position in J.M. Smucker in Q2 2013 and has held it in 50 quarters since.
Millennium Management's J.M. Smucker position peaked at $208M in Q2 2025.
815 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Millennium Management's 13F filing for Q1 2026, filed 15 May 2026.