Millennium Management
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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 		$4.54M Buy
47,100
+5,600
+13% +$586K ﹤0.01% 3062
2025
Q4 		$4.06M Sell
41,500
-22,400
-35% -$2.32M ﹤0.01% 3243
2025
Q3 		$6.94M Buy
63,900
+26,400
+70% +$2.87M ﹤0.01% 2770
2025
Q2 		$3.68M Sell
37,500
-49,300
-57% -$5.42M ﹤0.01% 3299
2025
Q1 		$10.3M Buy
86,800
+62,300
+254% +$6.73M 0.01% 2162
2024
Q4 		$2.7M Buy
24,500
+19,400
+380% +$2.23M ﹤0.01% 3389
2024
Q3 		$618K Buy
+5,100
New +$601K ﹤0.01% 4664
2024
Q2 		– Sell
-15,100
Closed -$1.9M – 6478
2024
Q1 		$1.9M Buy
15,100
+500
+3% +$63.3K ﹤0.01% 3785
2023
Q4 		$1.85M Sell
14,600
-11,600
-44% -$1.34M ﹤0.01% 3678
2023
Q3 		$3.22M Buy
26,200
+16,400
+167% +$2.33M ﹤0.01% 3131
2023
Q2 		$1.45M Buy
+9,800
New +$1.49M ﹤0.01% 3743
2021
Q3 		– Sell
-2,000
Closed -$259K – 7207
2021
Q2 		$259K Buy
+2,000
New +$266K ﹤0.01% 5841
2019
Q1 		– Sell
-20,000
Closed -$1.87M – 4297
2018
Q4 		$1.87M Buy
+20,000
New +$2.09M ﹤0.01% 2228
2018
Q3 		– Sell
-200,000
Closed -$21.5M – 4235
2018
Q2 		$21.5M Buy
+200,000
New +$22.5M 0.03% 806
2017
Q2 		– Sell
-30,000
Closed -$3.93M – 3823
2017
Q1 		$3.93M Buy
+30,000
New +$4.08M 0.01% 1598
2015
Q2 		– Sell
-4,700
Closed -$544K – 3787
2015
Q1 		$544K Buy
+4,700
New +$515K ﹤0.01% 2699
2014
Q4 		– Sell
-3,400
Closed -$337K – 4236
2014
Q3 		$337K Sell
3,400
-3,600
-51% -$369K ﹤0.01% 3001
2014
Q2 		$746K Buy
7,000
+4,800
+218% +$482K ﹤0.01% 2367
2014
Q1 		$214K Sell
2,200
-500
-19% -$48.6K ﹤0.01% 3163
2013
Q4 		$280K Buy
+2,700
New +$286K ﹤0.01% 3080

Other funds holding SJM

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VPM
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
Barclays London, United Kingdom $416B 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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
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.