Picton Mahoney Asset Management’s J.M. Smucker SJM Stock Holding History

Picton Mahoney Asset 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 Q2	$10M	Sell	88,884 -37,166	-29%	-$3.79M	0.07%	248
2026 Q1	$12.2M	Buy	+126,050	New	+$13.2M	0.09%	205
2016 Q1	–	Sell	-154,500	Closed	-$19.1M	–	355
2015 Q4	$19.1M	Sell	154,500 -21,000	-12%	-$2.5M	1.14%	27
2015 Q3	$20M	Buy	+175,500	New	+$19.6M	1.17%	30

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 $3.38T AUM 44.17% 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

Picton Mahoney Asset Management's SJM Position: Q2 2026 in Review

Picton Mahoney Asset Management reduced its J.M. Smucker (SJM) stake by 29% in Q2 2026, selling an estimated $3.79M and leaving 88,884 shares worth $10M. The position accounts for 0.07% of the portfolio, ranked #248.

Picton Mahoney Asset Management first reported a position in SJM in Q3 2015 and has held it in 4 quarters since. The position peaked at $20M in Q3 2015. 889 funds tracked by Wall St. Rank hold SJM as of Q2 2026.

Picton Mahoney Asset Management held 88,884 shares of J.M. Smucker worth $10M as of Q2 2026.
Picton Mahoney Asset Management sold 37,166 J.M. Smucker shares in Q2 2026, an estimated $3.79M.
J.M. Smucker made up 0.07% of Picton Mahoney Asset Management's portfolio in Q2 2026, its #248 holding.
Picton Mahoney Asset Management first reported a position in J.M. Smucker in Q3 2015 and has held it in 4 quarters since.
Picton Mahoney Asset Management's J.M. Smucker position peaked at $20M in Q3 2015.
889 funds tracked by Wall St. Rank held J.M. Smucker as of Q2 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.