Night Squared’s J.M. Smucker SJM Stock Holding History

Night Squared’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	–	Sell	-167,986	Closed	-$16.2M	–	101
2026 Q1	$16.2M	Buy	167,986 +70,568	+72%	+$7.39M	2.38%	11
2025 Q4	$9.53M	Buy	+97,418	New	+$10.1M	2.69%	4

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

Night Squared's SJM Position: Q2 2026 in Review

Night Squared sold out of J.M. Smucker (SJM) in Q2 2026, closing a stake of 167,986 shares — an estimated $16.2M sold.

Night Squared first reported a position in SJM in Q4 2025 and held it in 2 quarters. The position peaked at $16.2M in Q1 2026. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Night Squared reported no remaining J.M. Smucker position as of Q2 2026 after selling out during the quarter.
Night Squared sold 167,986 J.M. Smucker shares in Q2 2026, an estimated $16.2M.
Night Squared first reported a position in J.M. Smucker in Q4 2025 and held it in 2 quarters.
Night Squared's J.M. Smucker position peaked at $16.2M in Q1 2026.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Night Squared's 13F filing for Q2 2026, filed 14 Aug 2026.