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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Picton Mahoney Asset Management's SJM Position: Q1 2026 in Review

Picton Mahoney Asset Management opened a new position in J.M. Smucker (SJM) in Q1 2026: 126,050 shares worth $12.2M. The stake represents 0.09% of the portfolio and ranks #205 among its holdings. This is a return to the name: Picton Mahoney Asset Management previously reported a position in SJM as recently as Q4 2015.

Picton Mahoney Asset Management first reported a position in SJM in Q3 2015 and has held it in 3 quarters since. The position peaked at $20M in Q3 2015. 816 funds tracked by Wall St. Rank hold SJM as of Q1 2026.

  • Picton Mahoney Asset Management held 126,050 shares of J.M. Smucker worth $12.2M as of Q1 2026.
  • J.M. Smucker was a new Picton Mahoney Asset Management position in Q1 2026.
  • J.M. Smucker made up 0.09% of Picton Mahoney Asset Management's portfolio in Q1 2026, its #205 holding.
  • Picton Mahoney Asset Management first reported a position in J.M. Smucker in Q3 2015 and has held it in 3 quarters since.
  • Picton Mahoney Asset Management's J.M. Smucker position peaked at $20M in Q3 2015.
  • 816 funds tracked by Wall St. Rank held J.M. Smucker as of Q1 2026.

Based on Picton Mahoney Asset Management's 13F filing for Q1 2026, filed 13 May 2026.